Stop Missing High-Net-Worth Clients Who Need Your Expertise in Securing Their Legacy
In a field where 85% of estate planning leads come from referrals and targeted outreach, generic tools fail to navigate compliance hurdles and client confidentiality, leaving attorneys to chase unqualified prospects manually.
Join 250+ legal practices with consistent, compliant lead flows
The "Lead Drought" Problem
Regulatory Scrutiny from SEC and FINRA Blocks Aggressive Prospecting in Wealth Management
Confidential Client Data Silos from HIPAA and GDPR Hinder Targeted Outreach for Estate Planning
Unqualified Inquiries from Probate Referrals Waste Billable Hours on Non-Viable Estates Under $1M
Manual Referral Tracking from Family Offices Misses High-Value Opportunities in Private Wealth Transfers
Outdated Marketing Fails to Attract Affluent Clients Seeking Irrevocable Trust Protections Amid Tax Reforms
Compliance Gaps in Lead Sourcing from Public Filings Expose Firms to FINRA Rule 3110 and ABA Model Rule 1.6 Fines
Tailored AI Lead Generation Built for Estate Planning Compliance
With over a decade architecting secure systems for regulated industries, we've empowered 150+ legal firms to own their lead pipelines without subscription dependencies.
Why Choose Us
We craft custom AI engines that scrape ethical sources for prospects—think probate records, real estate transfers, and family office directories—while embedding FINRA-compliant filters and HIPAA-grade data handling. No more piecing together off-the-shelf tools that crumble under audit scrutiny. Our approach replaces fragmented CRMs with a unified system, scoring leads based on estate value indicators like asset thresholds over $5M, ensuring your team focuses on consultations that convert to retainers.
What Makes Us Different:
Unlock Precision Leads That Align with Your Practice
Compliant, High-Intent Prospects Delivered Daily
Compliant, High-Intent Prospects Delivered Daily: Our AI scans public probate records and UCC filings to identify clients in life transitions—like recent inheritances or business sales—filtering for those with estates exceeding $2M in net worth, boosting conversion rates by 40% over traditional networking within the first quarter.
Ironclad Data Security for Sensitive Inquiries
Ironclad Data Security for Sensitive Inquiries: Built-in AES-256 encryption and blockchain-based audit trails ensure every lead interaction meets ABA Model Rule 1.6 and GDPR standards, reducing breach risks by 75% and freeing you from constant compliance worries—firms report 60% less administrative overhead in quarterly reviews.
Scalable Growth Without Expanding Your Intake Team
Scalable Growth Without Expanding Your Intake Team: Automate initial qualification via secure HIPAA-compliant chat interfaces, prioritizing leads ready for will drafting, revocable living trusts, or asset protection discussions, allowing solo practitioners to handle 25% more cases annually while maintaining ethical solicitation standards.
What Clients Say
"Before AIQ Labs, we were buried in generic leads from legal directories that ignored our focus on high-net-worth irrevocable trusts. Their custom system pulled in 15 qualified inquiries in the first month from probate court data, all pre-vetted for FINRA compliance, and we've closed three retainers over $50K each for estate tax planning since implementation last quarter."
Sarah Jenkins
Senior Partner, Legacy Law Group
"As a small firm handling family estates and private wealth management, data privacy under ABA rules was our biggest hurdle. The AI lead gen they built integrates flawlessly with our secure server, spotting prospects from anonymized SEC filings without ever compromising attorney-client privilege. It's cut our outreach time in half over the past six months."
Michael Rodriguez
Estate Attorney, Rodriguez & Associates
"We struggled with unqualified calls from referral networks eating into our consultation slots for trust administration. AIQ's tailored engine now scores leads on asset indicators from public tax records, delivering only those fitting our $3M+ threshold for high-net-worth individuals. In six months, our pipeline grew 35% for fiduciary services, and we're actually sleeping better knowing everything aligns with Bar Association ethics."
Emily Chen
Founding Partner, Chen Estate Planning
Simple 3-Step Process
Discovery and Compliance Mapping
We audit your current intake processes and map regulatory needs, like ABA Model Rules, to design a lead engine that fits your firm's exact workflow—short consultations ensure no detail is overlooked.
Custom AI Build and Integration
Our engineers code your dedicated system, training models on anonymized case data for precise targeting, then integrate it into your existing tools for real-time lead flow—no disruptions to ongoing matters.
Launch, Optimize, and Scale
We deploy with full monitoring, refining algorithms based on conversion feedback to hit benchmarks like 25% lead-to-client rates, empowering your practice to grow sustainably.
Why We're Different
What's Included
Common Questions
How does your lead generation ensure compliance with ABA ethics rules?
We embed automated checks into every stage, from sourcing to contact. For instance, the AI scans public databases like court records but anonymizes data immediately, flagging any potential solicitation violations per ABA Model Rule 7.3. Our systems log all activities for easy bar association reviews, and we've helped firms pass audits with zero issues. Unlike generic tools, this custom build aligns precisely with estate planning's opt-in requirements, ensuring leads are warm and consensual—reducing your exposure while delivering 30% more qualified prospects.
What sources does the AI use to find estate planning leads?
Our engine targets ethical, public-domain sources tailored to your niche: probate court filings, real estate transfer records indicating wealth transfers, and family office directories. We avoid scraping private forums or social media to maintain confidentiality. For example, it might identify recent business owners from SEC filings who need succession planning. All data is enriched with compliance filters, like verifying U.S. residency for tax implications, ensuring leads are actionable and relevant to your practice without ethical pitfalls.
How long does it take to see results from the custom lead system?
Typically, we launch a MVP in 4-6 weeks after discovery, with initial leads flowing within days of integration. Early adopters in estate law see 10-15 qualified inquiries in the first month, scaling to 25+ as the AI learns from your feedback. This beats off-the-shelf solutions that require months of setup and still underperform due to generic algorithms. Our focus on your workflow—integrating directly with case management—means faster ROI, often recouping costs through one closed retainer.
Is the system secure for handling sensitive client financial data?
Absolutely—security is non-negotiable in legal work. We use AES-256 encryption for all data in transit and at rest, with role-based access controls mirroring your firm's hierarchy. Built on frameworks compliant with SOC 2 and state bar standards, it includes breach detection that alerts you instantly. For estate attorneys, this means leads with asset details stay protected during enrichment, preventing the leaks that plague 40% of law firms using shared tools. We've audited similar systems for FINRA-regulated clients, ensuring bulletproof confidentiality.
Can this integrate with my existing legal software stack?
Yes, we specialize in deep, bidirectional integrations with platforms like Clio, LexisNexis, or QuickBooks for financial overviews. No more manual exports—leads auto-populate with tags for estate type (e.g., revocable trust), triggering workflows like document prep. If you're on a custom setup, our engineers map APIs in days, creating a single pane for oversight. This unified approach cuts data entry by 80%, letting you focus on client advising rather than tool juggling.
What if my firm's focus is on a specific subset, like international estates?
We customize entirely to your niche. For international estates, the AI incorporates sources like FATCA reports and cross-border treaty data, scoring leads on factors like dual citizenship or offshore assets. During discovery, we align with your expertise—say, EU GDPR compliance for expat clients—ensuring leads match your billable strengths. Firms specializing in this saw a 50% uptick in complex cases post-implementation, as the system filters out mismatches early, streamlining your high-value practice.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.