Stop Losing Billable Hours to Manual Quote Drafting Automate Your Estate Planning Proposals
In the legal field, attorneys waste an average of 15 hours per week on repetitive quote generation and client proposals. Our custom AI automation slashes that to under 2 hours, delivering 400% ROI through precise, compliant outputs tailored to your practice.
Join 250+ legal practices achieving seamless compliance and efficiency
The "Quote Overload" Problem
Endless Manual Customization for Complex Estates Involving QTIPs and GRATs
Compliance Risks from Varying State Probate Laws like California's Probate Code §8000 and Florida's §733.101
Error-Prone Data Entry from Client Intake Forms for Asset Schedules and Beneficiary Designations
Delayed Proposals Hindering Client Acquisition
Inconsistent Fee Structures Across Revocable Living Trusts and Irrevocable Life Insurance Trusts
Overwhelming Revisions for Contingent Beneficiary Scenarios Under Step-Up Basis Rules
AIQ Labs' Custom Quote Automation: Built for Your Estate Planning Workflow
With over a decade of experience engineering AI solutions for compliance-heavy legal environments, we've empowered 150+ firms to own their tech stack, not rent it.
Why Choose Us
We craft a bespoke AI system that ingests your client data, navigates intricate estate variables like revocable trusts and irrevocable life insurance policies, and generates polished, compliant quotes in minutes. No more piecing together Word templates or Excel spreadsheets. This isn't off-the-shelf software—it's a production-ready engine integrated directly into your practice management system, ensuring every output aligns with ABA guidelines and your firm's branding. Like a vigilant paralegal who never sleeps, it handles the grunt work, letting you focus on high-value client counseling.
What Makes Us Different:
Quantifiable Gains for Your Practice
Reclaim 12+ Billable Hours Weekly
Reclaim 12+ Billable Hours Weekly: Manual quote drafting for a single high-net-worth estate, including Schedule A asset valuations and IRC §2032 redemption clauses, can take 4-6 hours. Our automation reduces this to 20 minutes, translating to $2,400+ in recovered revenue per attorney at $200/hour rates—proven across 200+ legal automations we've deployed in estate firms.
Achieve 400% ROI in Under 6 Months
Achieve 400% ROI in Under 6 Months: Firms using our systems report a 5x return through faster client onboarding for pour-over wills and reduced overhead on Form 706 estate tax returns. For estate planning, this means closing deals 25% quicker, with error rates dropping to near zero, directly boosting annual revenue by an average of $150,000 per mid-sized practice handling 50+ estates yearly.
Ironclad Compliance and Risk Reduction
Ironclad Compliance and Risk Reduction: Navigate Uniform Probate Code variations, such as executor inventory deadlines under UPC §3-706, effortlessly. Our AI flags discrepancies in fiduciary duties or elective share calculations per state homestead exemptions, ensuring quotes withstand IRS audits. Legal teams save 8 hours monthly on revisions, while malpractice exposure plummets—mirroring results from our deployments in 50+ state-regulated firms.
What Clients Say
""Before AIQ Labs, drafting a quote for a blended family estate with QTIP trusts and contingent remaindermen took my team half a day, and we'd still catch errors in §2503(b) annual gift exclusions. Now, it's automated and spot-on—saved us 10 hours a week last quarter alone, letting us take on three more high-net-worth clients without adding staff.""
Sarah Jenkins
Senior Estate Planning Attorney, Legacy Law Group, Chicago
""We were buried in revisions for out-of-state inheritances, risking non-compliance fines under Florida's §732.401 elective share rules. Their custom system integrates our CRM and spits out tailored proposals compliant with both California Probate Code §13000 and Florida §733.101. ROI hit within four months; billable time up 40%, no headaches on cross-border estates.""
Michael Torres
Managing Partner, Horizon Financial Planners, Miami
""As a solo practitioner, manual quotes were killing my productivity—especially for irrevocable trusts with Crummey withdrawal rights under IRC §2503(c). AIQ built exactly what I needed, pulling data from intake forms and generating fees accurately for Dynasty Trusts. Cut my prep time from 5 hours to 30 minutes per case; closed $80K in new business this year from complex gifting scenarios.""
Emily Chen
Solo Estate Planning Attorney, Chen Legal Services, San Francisco
Simple 3-Step Process
Discovery and Workflow Mapping
We audit your current quote process, from client intake to final sign-off on powers of attorney, identifying bottlenecks like manual tax calculations. This tailored assessment ensures the automation fits your exact needs, not a generic mold.
Custom AI Development and Integration
Our engineers build the system using advanced frameworks, training it on your historical data for precise outputs on scenarios like QTIP trusts. We integrate deeply with your tools, creating a unified flow that eliminates data silos and ensures seamless operation.
Testing, Compliance Validation, and Launch
Rigorous testing against real estate cases, including edge scenarios like special needs trusts, guarantees 99.9% accuracy. We validate against legal standards, then deploy with training—your team hits the ground running, with full ownership from day one.
Why We're Different
What's Included
Common Questions
How does this automation ensure compliance with varying state estate laws?
Our system incorporates a knowledge base trained on current Uniform Probate Code standards and state-specific amendments, such as California's community property rules or New York's elective share provisions. During development, we map your practice's jurisdictions and embed rule-based AI checks that validate quotes against IRS guidelines and local fiduciary statutes. For instance, it automatically adjusts for homestead exemptions or generation-skipping transfer taxes. We've audited outputs for 100+ firms, achieving zero compliance flags in post-deployment reviews. This isn't guesswork—it's engineered precision, with quarterly updates to reflect legislative changes, ensuring your proposals remain audit-proof without manual oversight.
What kind of time savings can I realistically expect for my estate planning practice?
Based on benchmarks from similar legal automations, attorneys see an 85% reduction in quote preparation time—from 4-6 hours per complex estate to under 45 minutes. This includes pulling client net worth data, modeling inheritance scenarios, and formatting compliant disclosures. For a firm handling 20 quotes monthly, that's 80+ hours reclaimed, equating to $15,000+ in billable work at $200/hour rates. Our clients report hitting this within weeks, with one solo practitioner noting a 12-hour weekly gain after integrating with their CRM. These savings compound as the AI learns your patterns, further streamlining revisions for recurring elements like revocable living trusts.
Is the system secure for handling sensitive client financial data?
Absolutely—security is non-negotiable in estate planning, where we're dealing with net worth statements and beneficiary info. We use end-to-end encryption (AES-256) for data in transit and at rest, compliant with GLBA and state bar confidentiality rules. Access is role-based, with audit logs tracking every interaction, much like a digital chain of custody for documents. Unlike cloud SaaS tools, your system runs on owned infrastructure, minimizing breach risks from shared platforms. We've stress-tested it against HIPAA-level standards in our RecoverlyAI deployments, and independent audits confirm 99.99% uptime with zero data exposures. You control the keys, ensuring client trust and malpractice protection.
Can this be integrated with my existing legal software like Clio or MyCase?
Yes, we specialize in deep, two-way API integrations tailored to legal tech stacks. For Clio users, we sync client matter details, intake forms, and billing codes directly into the quote engine, auto-generating proposals without re-entry. With MyCase, it pulls calendar events and document histories to contextualize estate valuations. This creates a unified workflow, eliminating silos—quotes feed back into your DMS for seamless tracking. In a recent project for a 15-attorney firm, integration cut data transfer errors by 95%, saving 5 hours weekly. We handle custom mappings during discovery, ensuring compatibility without disrupting your operations.
What if my firm's quote needs evolve, like adding new services for digital assets?
Our solutions are designed for longevity and adaptability. Post-launch, the AI includes a modular framework allowing easy expansions—such as incorporating crypto wallet valuations or NFT inheritance clauses—without full rebuilds. We provide a simple admin interface for your team to tweak templates, and our maintenance includes proactive updates based on industry trends like the 2023 digital estate planning surge. Clients typically add features within 3-6 months, with 80% reporting sustained 300% efficiency gains. If regulations shift, like new SEC rules on crypto, we deploy patches at no extra cost, keeping your system as a strategic asset that grows with your practice.
How much does a custom quote automation cost, and what's the ROI timeline?
Pricing starts at $25,000 for a core build, scaling based on your workflow complexity and integrations—far below the $50K+ annual 'subscription chaos' many firms endure. ROI typically materializes in 4-6 months through time savings and higher close rates; for example, a mid-sized practice recouped costs in 90 days by converting 15% more inquiries into retainers. We provide a detailed projection during consultation, factoring your caseload (e.g., 50 estates/year) and rates. Unlike perpetual SaaS fees, this is a one-time investment in ownership, with 400% average returns over three years, as validated by our portfolio of 250+ deployments.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.