Stop Losing Billable Hours to Manual Prospecting Automate Your Sales Outreach with Precision
Reclaim 15-20 hours per week from tedious lead research and outreach, while ensuring every email complies with ethical standards and drives qualified inquiries from high-net-worth clients.
Join 150+ legal practices with streamlined client acquisition
The "Fragmented Prospecting" Problem
Sifting through unqualified leads, such as low-net-worth individuals without complex family structures, wastes prime advisory time on estate planning consultations
Manual research on client assets, trusts, and intergenerational family structures risks errors in probate valuations and inheritance planning
Generic outreach emails fail to address specific estate planning pain points, such as tax implications of revocable trusts or spousal asset protection
Compliance checks for every message against SEC regulations and ABA Model Rules slow down your pipeline for high-net-worth client acquisitions
Inconsistent follow-ups on high-value referrals from CPAs or family offices lead to missed opportunities in multi-generational wealth transfer planning
Tracking engagement from prospects' financial advisors is disorganized, hindering coordinated strategies for fiduciary duty and investment advisory compliance
AI-Powered Sales Outreach Built for Estate Planners
With over a decade architecting compliant AI systems for regulated industries, we've helped 50+ legal firms transition from manual drudgery to automated efficiency.
Why Choose Us
We craft a custom AI engine that researches prospects' public financial profiles, tailors outreach to their estate scenarios—like inheritance tax vulnerabilities or trust setups—and automates compliant messaging. No more piecing together spreadsheets and email templates. This unified system integrates directly with your CRM, ensuring every touchpoint builds trust while slashing administrative load. Think of it as your virtual paralegal, spotting opportunities in SEC filings or family office announcements, then drafting messages that resonate like a one-on-one consultation.
What Makes Us Different:
Quantifiable Gains for Your Practice
Reclaim 15+ Hours Weekly
Reclaim 15+ Hours Weekly: Our automation handles prospect research on public probate records and initial outreach, equivalent to hiring a junior associate without the salary. Attorneys report redirecting this time to billable work on complex trusts, yielding an average ROI of 5x within the first quarter through increased client intakes averaging $250K in estate assets.
40% Higher Response Rates
40% Higher Response Rates: Personalized emails referencing specific assets like IRAs or family dynamics in blended families convert better than generic blasts. In benchmarks from similar firms, this translates to 20% more consultations booked within 30 days, directly impacting revenue from wills, irrevocable trusts, and probate planning exceeding $100K per case.
Zero-Compliance Headaches
Zero-Compliance Headaches: Automated checks against ABA Model Rules, SEC advertising guidelines, and state bar ethics ensure every message is audit-ready for FINRA reviews. Firms avoid the pitfalls of unsolicited fiduciary advice, reducing risk exposure by 70% while maintaining a professional edge in competitive markets for wealth management services.
What Clients Say
"Before AIQ Labs, I spent Fridays chasing leads from CPA referrals, often hitting dead ends on unqualified estates under $1M. Now, the system flags prospects with recent windfalls from probate court records and drafts emails referencing their specific trust needs that get replies. We've added three major estate clients totaling $2.5M in assets in four months—it's transformed our growth trajectory."
Sarah Thompson
Senior Estate Planning Attorney, Legacy Law Group LLP
"Compliance was always a bottleneck; every email needed double review for ABA ethics violations. Their custom tool scans for issues automatically against SEC rules and personalizes based on local probate trends like stepped-up basis adjustments. My team's productivity jumped 25%, and we closed a $500K irrevocable trust setup last quarter that started as an automated outreach to a family office referral."
Michael Reyes
Managing Partner, Horizon Wealth Advisors
"I was skeptical about AI in legal work, but this isn't some off-the-shelf bot—it understands fiduciary standards. It integrated with our CRM overnight and now handles follow-ups on high-net-worth inquiries from $5M+ estates. Saved us 18 hours a week on compliance logging, and our client pipeline is fuller than ever with 15 new trust consultations without extra staff."
Elena Vasquez
Director of Estate and Trust Services, Secure Futures Legal Group
Simple 3-Step Process
Discovery and Mapping
We audit your current outreach process, from lead sourcing in financial databases to compliance workflows, identifying exact pain points like manual trust research.
Custom AI Build
Our engineers develop a tailored system using your case precedents and prospect data, incorporating estate-specific models for personalization and ethical checks.
Deployment and Optimization
We integrate it into your practice management tools, train your team, and monitor performance, refining based on response metrics to maximize ROI.
Why We're Different
What's Included
Common Questions
How does this ensure compliance with legal ethics rules?
Our system incorporates built-in checks against ABA guidelines and state bar standards, scanning every message for potential conflicts like unsolicited advice. For estate planning, it flags references to specific tax strategies unless the prospect has indicated interest. We've designed it with input from compliance experts, ensuring audit-ready logs that track all automations. In practice, this has helped firms avoid violations while scaling outreach—think of it as an always-on ethics paralegal. Integration with your firm's policy documents further customizes these safeguards, reducing review time from hours to minutes per campaign.
What kind of data sources does the AI use for prospect research?
We pull from compliant, public sources like SEC filings, real estate records, and professional networks, focusing on indicators relevant to estate needs such as recent asset transfers or family business announcements. No scraping of private data; everything adheres to privacy laws. For example, it might identify a prospect via a public obituary or corporate succession notice, then enrich with estimated net worth from Forbes lists. This targeted approach has boosted qualification rates by 35% for our clients, ensuring outreach feels consultative rather than cold.
How long does it take to see ROI from this automation?
Most estate planning firms see payback within 3-6 months, with immediate time savings starting day one. If you're currently spending 10-15 hours weekly on manual prospecting, that's 500+ hours annually redirected to billable work at your $300+ hourly rate. Benchmarks show a 4-6x ROI through increased client intakes—one firm added $250K in new estate portfolios in the first quarter. We provide upfront projections based on your volume, and our custom build ensures quick deployment without disrupting your practice.
Can this integrate with my existing legal software?
Absolutely. We specialize in deep, two-way integrations with tools like Clio, MyCase, or even financial platforms such as WealthCounsel. The AI pulls lead data directly into your CRM, automates status updates on outreach responses, and syncs with calendar invites for consultations. For instance, a prospect reply triggers a trust assessment form in your system. Our engineering team handles the setup, tested for reliability to avoid the integration failures common in off-the-shelf tools, ensuring your workflow remains seamless and secure.
Is the system secure for handling sensitive financial prospect data?
Security is paramount in legal work. We build on encrypted, SOC 2-compliant infrastructure with role-based access, ensuring prospect profiles— like family asset details—are protected under standards akin to HIPAA. Data is processed on your behalf but never stored in third-party clouds without consent. Features include automatic redaction of PII in emails and full audit trails for any access. Firms using our solutions report zero breaches, and we conduct regular penetration testing tailored to legal confidentiality needs, giving you peace of mind as you scale outreach.
What if I need customizations for my firm's niche, like international estates?
Every solution is bespoke, not templated. We start by mapping your unique workflows, such as handling cross-border inheritance or multi-jurisdictional trusts, then train the AI on your specific case studies and regional laws. For international focus, it might incorporate EU GDPR nuances or tax treaty references in outreach. This tailoring has helped specialized firms increase relevance by 50%, with adjustments made post-launch based on performance data. You're not locked into a generic tool; it's an extension of your practice's expertise.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.