Book a Demo AI RECEPTIONIST · ESTATE PLANNING & PROBATE
People delay estate planning for years; a voicemail beep talks them back out of it. Your AI receptionist for estate planning attorneys answers warmly, books the will or trust consult, and collects documents — inside Clio, MyCase, Filevine.
One demo line · every law-firm workflow
Try: “I need a consultation about a car accident.”
No signup, no sales rep — just call it.
Answer a sensitive family-law inquiry with warmth and discretion, run the conflict check before any details are shared, qualify the matter type, and book the consultation in Clio with the intake packet sent.
Thank you for calling Harper & Lane. This is James, the firm's virtual assistant. How can I help you today?
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Answer a sensitive family-law inquiry with warmth and discretion, run the conflict check before any details are shared, qualify the matter type, and book the consultation in Clio with the intake packet sent.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your intake & matter-management system. 270+ integrations.
Clio
MyCase
Lawmatics
PracticePanther
Filevine
Smokeball
CASEpeerRMRocket MatterNeNeos
LitifyLDLead DocketCalendlyDoDocusignTwilioGBGoogle Business ProfileZaZapierThe call they finally made
None of them need an attorney to pick up the phone — they need someone patient to answer, explain how it works, capture the situation, and book the consult. Rush them or send them to voicemail, and they put it off again.
Someone who has meant to call for years and finally did. They need the process explained warmly and a consult booked — not a form emailed and a callback that never comes.
A grieving family member facing probate for the first time. They need patience, the firm's process, and a time captured — handled gently, not rushed to voicemail.
A planning question that stops people from booking. Lumi explains how the consult works and books it — it never recommends an instrument as advice.
An existing client after a move, a marriage, a new grandchild. The review should be captured and scheduled, not lost in a message box for a week.
The question that ends most calls at the voicemail beep. Answered from what the firm approves, warmly, and turned into a booked consult instead of a hang-up.
The high-value matter is the one the caller took years to work up to. A system should answer it warmly and book it before the nerve wears off.
What is an AI receptionist for estate planning attorneys?
An AI receptionist for estate planning attorneys answers every call the moment it rings — evenings and weekends included — with a warm, patient, unhurried welcome for the person who finally worked up the nerve to call. It explains how the firm’s process and consultations work, answers factual questions about fees and what to expect, and captures the situation: what the caller wants to protect, their family and heirs, a rough asset picture, whether there’s an existing will, and whether it’s a planning matter or probate. It books the consultation on an attorney’s calendar, writes the intake into Clio Grow, MyCase, or Lawmatics, and handles executor and existing-client calls with the same care. It works in 70+ languages — and it never gives legal or tax advice, never drafts or recommends a specific instrument, never predicts outcomes, and never forms the attorney-client relationship. Representation begins with your engagement agreement; Lumi is the warm front door that never rushes anyone.
Comparing coverage options? Read the estate planning answering-service buyer’s guide and 12-point vendor scorecard.
The difference a nervous caller feels
A voicemail or answering service
Lumi
A name in a message from someone who finally called is a caller who lost the nerve and never rang back. A warm answer with the consult booked is the matter you keep — captured while they were still on the line.
The first warm hello is just the front door
Ending the caller’s procrastination is where Lumi starts. It keeps going — capturing the situation, the executor and probate calls, existing-client reviews, and the matter-management system you already run — always routing the law itself to your attorneys.
The person who put this off for years finally called. Lumi answers patient and unhurried, explains how it works, and books the consult — so the firm keeps the caller who finally worked up the nerve.
What they want to protect, family and heirs, a rough asset picture, whether there's an existing will, probate versus planning — gathered warmly the same way every time and written into your system.
How the process works, what a consult costs, what to bring, timelines — answered from what you approve. Legal and tax questions route to a licensed attorney; Lumi never advises, drafts, or recommends an instrument.
A grieving caller who's just become the executor gets patience, the firm's probate process explained, and a consult scheduled — not a rushed message and a beep.
A move, a marriage, a new grandchild, a sold business — Lumi captures the trigger, flags the plan for review, and books the update, so nothing important sits in a voicemail box.
The two questions that end most calls before a booking — cost and process — answered warmly from your approved language, then turned into a consult on the calendar instead of a hang-up.
70+ languages, 24/7 — the family that's more comfortable in Spanish or Mandarin gets the same unhurried intake, and the matter lands in your system in English for the team.
Clio Grow, Clio, MyCase, Lawmatics, PracticePanther, Smokeball — intakes, consults, and review reminders land where your attorneys and paralegals already work. 270+ tools.
From “someday” to booked
Estate planning is never urgent, so it’s endlessly easy to put off. When a caller finally dials, the moment is fragile — one beep, one bit of friction, and someday slips another year. Here’s the warm handoff that turns a lifelong procrastinator into a booked consult.
A will they've meant to write for a decade. A trust after a diagnosis. A parent's estate no one wants to think about. It took years to dial — and it's an errand that's easy to abandon at the first sign of friction.
Lumianswers live, warmly, whenever it rings — so the nerve it took to call is never met with a beep and a callback promise.
This isn't an emergency, and it can't feel like a sales floor. What the caller needs is a calm, unhurried voice that explains how the firm works and what to expect — no push, no jargon, no rush.
Lumilistens, explains your process and what a consult looks like from what you approve, and gathers the situation — never giving legal advice, only making it feel easy.
The window is short. Give a procrastinator a reason to 'think about it,' and someday becomes never — or the next firm on the list.
Lumisets the consult on the calendar and writes the intake into your system while the resolve is still warm, so someday finally becomes a date.
No pressure, no legal advice — just a warm voice that makes the easy thing to abandon the easy thing to finish.
No rip-and-replace
Your intake system, your matter-management platform, your calendar — Lumi works inside them, not instead of them. Lumi works on top of the tools estate firms run — Clio Grow, MyCase, Lawmatics, Smokeball, and more. Captured intakes, consults, and review reminders post straight into the systems your attorneys and paralegals already trust — 270+ tools in all.
ClioMyCaseLawmaticsPracticePantherSmokeballCalendlyDoDocusignGBGoogle Business Profile
QuickBooksSwitched on from day one
Live against your intake questions, your services, and your case-management system from the first call. Retune the warmth, set what escalates to a person, or add plays of your own.
Your firm, your math
Three sliders. No email gate. This is the consult revenue leaking out of the callers who finally rang and reached voicemail — illustrative math, not a promise.
Engagement revenue leaking out of unbooked inquiries
$8,400/month
$100,800 a year — roughly 28.8 plans booked by whoever answered warmly, assuming just 12% of missed inquiries would have engaged.
Illustrative math on your own inputs — not a promise. The people who finally call are the ones a patient, booked consult converts.
Built for a firm bound by the rules of professional conduct
Estate intake touches death, money, and family. Four boundaries are wired in before the first call — so warmth never tips into practicing law or giving tax advice.
Lumi answers factual questions about your firm and books consults — it never advises on wills, trusts, or taxes, never recommends a specific instrument as advice, and never predicts an outcome. Those wait for the attorney.
Lumi makes clear, in the language you choose, that contacting the firm through the intake line doesn't by itself create an attorney-client relationship, and the conversation isn't privileged legal advice.
Lumi reassures and informs — it never pressures a grieving or anxious caller, and it hands anything sensitive to a person. The goal is a booked consult with someone who feels taken care of.
Lumi writes into Clio Grow, MyCase, or Smokeball — never a shadow file. Every intake, consult, and note lands where your attorneys and staff already work.
Case file · estate planning firm
~50 planning & probate calls/month · Clio Grow + search-ad leads · before: an answering service that emailed a name the caller never followed up on
evenings and weekends included — when people finally find the time to call
assets, heirs, existing will, probate vs planning — gathered every time
no more fielding cost and 'how it works' calls that never book
the procrastinators who finally called, converted instead of lost
“Our clients put off calling for years, and when they finally did, half of them hit voicemail and talked themselves right back out of it. Now they get a patient voice at 8 PM, their questions answered, and a consult booked — and the ones who need a minute get followed up instead of forgotten. It turned calls we were losing into signed plans.”
Illustrative composite from typical first-quarter results — names and figures are illustrative, not a guarantee of results, until our first public estate-firm case study lands.
Objections, welcome
It handles the intake with patience and consistency, which is often what an anxious or grieving caller needs. Lumi listens, reassures, answers the factual how-it-works and cost questions that stall people, and captures the situation without rushing. It isn't a lawyer or a grief counselor and doesn't pretend to be; it makes the caller feel taken care of, gathers what your attorney needs, and books the consult.
No. Lumi is an intake receptionist: it greets, screens, schedules, and routes to a licensed attorney. It never advises on wills, trusts, or taxes, never recommends a specific instrument as advice, never predicts an outcome, and answers only factual questions about your firm. Legal and tax questions wait for the attorney.
By removing the friction that stops them. Most people don't book because their basic questions — how it works, what it costs, what they even need — go unanswered, or they hit a voicemail and lose their nerve. Lumi answers warmly in the moment, from what you've approved, and books the consult on the spot, so the hard-won call turns into an appointment instead of another year of delay.
Yes. A newly-appointed executor gets the same patient intake — the estate, the timeline, the court, the decedent's situation — captured and routed to the right attorney with the record started, so your team opens an informed file instead of a callback slip.
No, and Lumi makes that clear in the language you choose. Contacting the firm through the intake line does not by itself create an attorney-client relationship, and the conversation isn't privileged legal advice — representation begins with your engagement agreement and a licensed attorney.
It works on top of the tools estate firms run — Clio Grow, Clio, MyCase, Lawmatics, and Smokeball among them. It creates the contact, attaches the intake, and books the consult. Your system stays the record; Lumi keeps it current. Using something else? Ask.
Lumi is positioned strictly as reception and intake — it doesn't practice law, give legal or tax advice, or form the attorney-client relationship. It won't guarantee outcomes or make unsubstantiated claims, and it surfaces the disclosures you configure. Your state bar's rules govern; the boundaries are yours to set.
Flat monthly pricing, sized to your call volume and the channels you enable — not a per-minute meter. Solo and multi-attorney firms are scoped differently, so the honest answer depends on your setup. Book a demo, tell us your volume and case-management system, and we'll put a specific number in front of you.
Guides & comparisons
Give her the call it took them years to make.
Call the demo line like someone who's finally ready — say you need a will, ask what it costs, admit you're not sure what you need. Watch how warmly it answers, what it captures, and how it books the consult. Then bring your call volume to a walkthrough.
(520) 464-4437
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