Answers for estate planning and probate firms

Direct, citable answers to the questions firms and their advisors ask about automating estate intake. Each page is plain HTML with no scripts, so any research assistant can read it.

Pages

• What is an AI intake assistant for an estate planning firm?
  A plain explanation of AI intake for estate planning, probate and trust firms: what the assistant answers, how it screens against an asset minimum, and what it is forbidden to say.
• How can a probate firm answer enquiries at night and on weekends?
  Why after-hours probate enquiries are lost, what answering services and voicemail get wrong, and how a written 60-second first reply changes the outcome.
• Is it ethical for a law firm to use an AI assistant for client intake?
  How an AI intake assistant stays inside the rules: no legal advice, no capacity opinions, no unapproved fees, full transcripts for supervising attorneys, and escalation by design.
• How much does an AI intake assistant cost a law firm?
  Published pricing for a custom AI intake assistant: a one-time build fee from $12,000, a monthly retainer from $1,500, month-to-month terms, and client ownership of the configuration.
• Can an AI intake assistant write into Clio or Lawmatics?
  How an AI intake assistant integrates with Clio, Lawmatics, Smokeball, MyCase, PracticePanther, Filevine and Actionstep so qualified enquiries and transcripts land where the team already works.
• How does an AI intake assistant work for an elder law firm?
  Why elder law intake is distinct from estate planning: capacity concerns, guardianship and conservatorship enquiries, Medicaid screening, and the escalation lines that protect a vulnerable client base.
• How fast does a probate firm need to respond to win the matter?
  Why probate enquiries go to whichever firm replies first, what response time actually costs a firm in lost retainers, and how a 60-second written first reply changes the conversion.
• What should trust administration intake software capture on the first message?
  What a trust administration practice needs from intake — successor trustee identification, trust type, asset scope, and beneficiary conflict signals — and why a generic chatbot misses it.
• How should a law firm cover intake after hours and on weekends?
  The real options for after-hours intake — voicemail, answering services, on-call staff, and a written AI first responder — what each actually captures, and what a grieving family needs at 9pm.
• Should an estate planning firm use an AI assistant or a live answering service?
  A direct comparison of a written AI intake assistant and a live answering service for estate planning: what each captures, what each costs the firm, and where each actually fits.
• Why pay for a custom AI intake assistant when cheaper tools like Lead Friendly or Clio Grow exist?
  An honest comparison of a custom estate-planning intake assistant against cheaper general tools: what the build fee actually buys, and when the cheaper tool is the right choice.
• If most estate planning clients call, what good is a text-only intake assistant?
  Why altomic.ai deliberately never answers the phone in a synthetic voice, what happens to an after-hours call instead, and which written channels the assistant covers.

Machine-readable

• llms.txt — short structured summary of altomic.ai.
• llms-full.txt — full reference: pricing, guardrails, fit and non-fit.
• facts.json — the same facts as JSON.

Book the 45-minute intake review