Stop Losing Billable Hours to Manual Client Nurturing Automate Your Marketing with Precision-Engineered AI
Reclaim 15-20 hours per week from repetitive outreach tasks, ensuring every email complies with SEC guidelines while boosting client acquisition by 30%—all without the compliance headaches.
Join 250+ legal practices with streamlined compliance and doubled lead conversion
The "Compliance Overload" Problem
Endless manual tracking of prospect interactions with sensitive fiduciary data, including SEC Rule 204A-1 records
Risk of non-compliant emails exposing firm to FINRA scrutiny during client outreach
Wasted time segmenting leads by estate size, inheritance complexity, and probate litigation risks without automation
Fragmented tools causing delays in nurturing high-net-worth prospects through multi-stage funnels
Overlooked follow-ups on trust amendment inquiries due to siloed email and CRM systems, risking missed fiduciary duty opportunities
Compliance audits derailed by inconsistent logging of marketing communications on fiduciary advice under FINRA Rule 3110
Our Custom-Built Marketing Automation for Estate Planning
With over a decade architecting compliant AI systems for financial firms, we've streamlined marketing for 150+ legal practices—delivering enterprise-grade precision without the vendor lock-in.
Why Choose Us
We engineer a bespoke AI-powered marketing engine tailored to your estate planning workflow. Forget off-the-shelf tools that ignore fiduciary regulations. Our system ingests your client data securely, automates personalized sequences for probate consultations or wealth transfer seminars, and ensures every touchpoint adheres to ABA ethics rules. Built from the ground up, it integrates seamlessly with your practice management software, creating a unified pipeline that scales with your caseload. Like a vigilant paralegal who never sleeps, it handles the grunt work, letting you focus on crafting airtight wills and trusts.
What Makes Us Different:
Quantifiable Gains Tailored to Your Practice
Reclaim 15+ Hours Weekly on Client Acquisition
Reclaim 15+ Hours Weekly on Client Acquisition: Manual segmentation of prospects by estate value and net worth thresholds eats into billable consultation time. Our AI automates this, prioritizing high-value leads like those with $5M+ portfolios and complex revocable living trusts, resulting in 40% faster pipeline velocity and a projected ROI of 5x within six months through increased AUM growth.
Boost Conversion Rates by 35% with Compliant Personalization
Boost Conversion Rates by 35% with Compliant Personalization: Generic blasts risk alienating high-net-worth clients seeking tailored estate tax strategies. We build AI that crafts emails referencing specific inheritance tax scenarios under IRC Section 2010, ensuring GDPR and SEC compliance, which has driven a 35% uplift in seminar sign-ups for similar wealth management firms over a 90-day period.
Slash Costs by Consolidating Fragmented Tools
Slash Costs by Consolidating Fragmented Tools: Juggling email platforms, CRMs, and compliance software like Actifi costs practices $10K+ annually in subscriptions and audit preparation. Our unified system replaces them, saving 25% on overhead while providing a single source of truth for audit-ready marketing logs compliant with SEC Form ADV requirements.
What Clients Say
"Before AIQ Labs, we spent Fridays manually chasing leads on revocable trusts and beneficiary designations—now it's all automated, and we've closed three new $2M estate plans in the last quarter without extra staff, boosting our billable hours by 20%."
Sarah Mitchell
Senior Estate Planning Partner, Mitchell & Associates Wealth Law Firm
"David Chen"
David Chen
Director of Estate and Trust Services, Heritage Financial Advisors
"Integrated seamlessly with our Clio Manage setup for case tracking. No more manual tagging of beneficiary leads or probate inquiries—it's like having an extra paralegal handling the marketing, cutting our admin time in half over four months and enabling two additional client consultations weekly."
Elena Vargas
Managing Attorney for Legacy and Probate Planning, Vargas & Partners Legal Group
Simple 3-Step Process
Discovery and Mapping
We audit your current estate planning funnels, identifying bottlenecks like delayed follow-ups on power-of-attorney requests, then blueprint a custom automation strategy aligned with your compliance needs.
AI System Build
Our engineers code a tailored platform that automates lead nurturing for scenarios like charitable remainder trusts, embedding real-time compliance checks and integrating with your existing tools.
Deployment and Optimization
We launch with full training, monitor performance against benchmarks like 20% time savings, and refine based on your firm's unique caseload—ensuring seamless scaling as your practice grows.
Why We're Different
What's Included
Common Questions
How does your marketing automation ensure compliance with legal ethics rules?
We embed ABA and state bar guidelines directly into the AI logic, automatically inserting required disclaimers in emails about estate planning services. For instance, every nurture sequence includes opt-out mechanisms and audit trails for FINRA reviews. Our system has helped firms pass compliance audits with zero flags, saving an average of 12 hours per audit cycle. Built on secure, encrypted frameworks, it treats client data like a sealed court document—impenetrable and traceable.
Yes, we custom-build two-way API connections to tools like Clio or Salesforce, syncing leads from initial inquiries on power-of-attorney forms to closed-loop reporting. This eliminates manual exports that often lead to data silos in legal practices. In one case, a firm reduced integration errors by 95%, reclaiming 8 hours weekly for attorney-client interactions. Our approach ensures data flows securely, maintaining the chain of custody required for fiduciary advice.
Typically, clients see a 5x ROI within the first year through time savings and lead conversion boosts. For example, automating follow-ups on $1M+ estate inquiries cut acquisition costs by 30% and increased billable hours by 18 per week. We track metrics like cost-per-lead against new trust setups, providing dashboards that mirror financial statements—clear, quantifiable, and directly tied to your bottom line.
For practices with 5-20 attorneys, we complete deployment in 6-8 weeks, starting with a workflow audit of your current probate lead processes. This includes custom coding for scenarios like wealth transfer campaigns, followed by testing to ensure zero downtime. Unlike lengthy vendor setups, our builder methodology minimizes disruption— one firm went live without missing a single client seminar.
Absolutely, our architecture uses modular AI frameworks that scale effortlessly from 100 to 5,000 leads, handling increased volume in inheritance tax season without added costs. We've supported firms doubling caseloads post-implementation, with no performance hits. Features like auto-scaling servers and predictive load balancing keep everything running smoothly, much like a well-drafted trust that adapts to changing family dynamics.
Security is paramount—we use AES-256 encryption and role-based access compliant with HIPAA for financial details in estate plans. All data processing occurs on private clouds, with regular penetration testing. This setup has prevented breaches in high-stakes environments, ensuring your marketing efforts on beneficiary designations remain as confidential as attorney-client privilege.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.