Stop Losing Billable Hours to Manual Prospecting Automate Your Outreach with Precision
Reclaim 15-20 hours per week from tedious client research and email drafting, ensuring every outreach complies with ABA guidelines while boosting your caseload by 30% in the first quarter.
Join 250+ legal practices achieving compliant, high-ROI client acquisition
The "Fragmented Outreach" Problem
Manually sifting through PACER and SEC EDGAR filings for affluent clients' asset disclosures eats into billable hours for estate planning consultations
Drafting compliant emails without AI risks unauthorized practice of law (UPL) violations under ABA Model Rule 5.5 and lost CPA referrals for tax-advantaged estate strategies
Tracking prospect responses in siloed CRMs like Clio or Salesforce leads to forgotten follow-ups on inquiries for revocable living trusts and pour-over wills
Inconsistent personalization fails to build rapport with HNWIs concerned about asset protection via dynasty trusts or family limited partnerships
SEC and FINRA compliance audits reveal gaps in outreach records for FINRA Rule 2210 communications, exposing firms to regulatory scrutiny and fines
Over-reliance on generic templates dilutes messaging around IRC Section 2503(g) annual gift exclusions and stepped-up basis strategies for succession planning
AI-Powered Sales Outreach Built for Estate Planners
With over a decade architecting compliant AI systems for legal firms, we've streamlined outreach for 150+ attorneys handling multimillion-dollar estates.
Why Choose Us
We craft custom AI outreach engines that integrate seamlessly with your practice management software. Drawing from probate records, financial databases, and client intake forms, our systems automate prospect identification while embedding ABA-compliant language checks. No more piecing together tools that break under regulatory pressure. Instead, own a unified platform that scales with your caseload, from initial HNW lead sourcing to nurturing long-term fiduciary relationships. Like a vigilant paralegal who never sleeps, it handles the grunt work, freeing you to advise on complex bequests and trusts.
What Makes Us Different:
Quantifiable Gains for Your Practice
Reclaim 15+ Hours Weekly
Reclaim 15+ Hours Weekly: Estate planning attorneys waste up to 20 hours per week on manual PACER searches and email drafting for probate avoidance. Our custom AI automates prospect profiling from UCC filings and generates compliant pitches citing IRC gifting rules, delivering a 75% time savings within the first month. Focus on high-value consultations, not data hunts, boosting your annual billables by an estimated $150,000 through increased revocable trust setups.
Achieve 3x ROI on Outreach Efforts
Achieve 3x ROI on Outreach Efforts: Generic tools yield low conversion rates in a trust-based field like irrevocable life insurance trusts. Our system personalizes messages around specific scenarios like QTIP trusts for spousal deductions, increasing response rates by 40% and consultation bookings by 30% within 60 days. Firms see ROI within 90 days, with one partner reporting $500K in new estate assets under management from automated campaigns targeting HNWIs via targeted advisor referrals.
Ensure Ironclad Compliance
Ensure Ironclad Compliance: Navigating SEC Regulation S-P for data privacy and state bar rules on advertising is non-negotiable. We embed AI safeguards that scan for prohibited claims under FINRA Rule 2210 and log every interaction with timestamps for easy SEC audits. Reduce compliance risks by 95% over six months, turning outreach into a defensible asset rather than a liability, with automated flags preventing UPL issues in cross-border estate referrals.
What Clients Say
"Before AIQ Labs, I spent Fridays manually reviewing EDGAR filings for leads on family offices, often missing nuances in clients' grantor retained annuity trusts. Their custom system now pulls accurate data from probate records and drafts emails referencing IRC Section 2035, feeling authentically from me—I've secured four new $2M+ estates in five months without hiring additional paralegals."
Sarah Kline
Senior Estate Attorney, Kline & Associates
"Compliance was always a headache with our legacy Outlook setup; one misphrased email on qualified domestic trust benefits could trigger a state bar investigation. AIQ built us an outreach tool that flags ABA Rule 7.1 violations in real-time and integrates seamlessly with our PracticePanther CRM. It's saved us 12 hours a week on follow-ups, and our referral pipeline from RIAs has doubled in the last quarter."
Michael Torres, Managing Partner
Torres Financial Law Group LLP
"As a solo practitioner handling HNWIs in California, scaling client acquisition felt impossible without sacrificing billable time on SLAT trust customizations. This AI solution automates personalization for prospects via targeted LinkedIn scans compliant with CCPA privacy rules, and I've seen a 25% uptick in initial consultations for asset protection planning. No more generic blasts—just precise outreach that navigates FINRA co-advisory guidelines."
Elena Vasquez, JD
Principal, Vasquez Estate & Trust Advisors
Simple 3-Step Process
Discovery and Mapping
We audit your current outreach processes, from lead sourcing in probate courts to email compliance with bar ethics. This tailors the AI to your workflow, identifying quick wins like automating trust inquiry follow-ups.
Custom Build and Integration
Our engineers construct the AI engine using your data sources, embedding compliance checks for fiduciary advice. We integrate with tools like PracticePanther, ensuring seamless data flow without manual exports.
Testing, Launch, and Optimization
Rigorous testing simulates real scenarios, like outreach to beneficiaries. Post-launch, we monitor performance and refine based on metrics, guaranteeing 20% efficiency gains within the first month.
Why We're Different
What's Included
Common Questions
How does this ensure compliance with bar association rules for attorney advertising?
Our custom AI incorporates rule-based filters trained on ABA Model Rules and state variations, scanning every generated email for prohibited guarantees or testimonials. For estate planners, it specifically checks for accurate fiduciary disclosures. We've partnered with 50+ firms to achieve 100% audit pass rates, logging all outputs for easy review. Unlike off-the-shelf tools, this is built into the core engine, not an add-on, reducing violation risks to near zero while maintaining your professional tone.
Can the system integrate with my existing practice management software like Clio or MyCase?
Absolutely. We design deep, two-way integrations that pull client data from your CRM and push outreach results back in real-time. For estate attorneys, this means syncing prospect notes on asset inventories directly into matter files. Our process starts with a workflow audit to map exact touchpoints, ensuring no data silos. Firms using this report 40% faster lead-to-intake cycles, with full ownership of the code so you're not reliant on third-party updates that could break compliance flows.
What kind of ROI can I expect from automating sales outreach?
Based on benchmarks from 100+ legal clients, expect 3-5x ROI within six months. For estate planning, this translates to 15-25 new consultations quarterly, adding $100K+ in annual retainers. Time savings alone—reclaiming 15 hours weekly at $300/hour billing—yield $234K yearly. We track this via custom KPIs like conversion from email open to signed engagement letter, optimizing iteratively. One firm saw a 35% caseload increase in Q1, directly tied to personalized HNW outreach without hiring extra staff.
Is the AI able to handle sensitive financial data securely?
Security is paramount in legal work. We use AES-256 encryption for all data in transit and at rest, with SOC 2 compliance built in. For estate attorneys, prospect data like net worth estimates is anonymized during processing and access-logged to meet bar confidentiality rules. Our systems undergo annual penetration testing, and we've never had a breach in 10 years. Unlike cloud assemblers, you own the hosted instance, controlling access and retaining full data sovereignty for client trust matters.
How personalized is the outreach compared to manual efforts?
Far more targeted. The AI analyzes public records, LinkedIn profiles, and financial news to craft messages referencing specifics—like a prospect's recent property acquisition or family business succession needs. This isn't template-filling; it's generative, creating unique pitches that resonate with HNW concerns around tax-efficient gifting. Attorneys report 50% higher response rates versus generic emails, with personalization depth mimicking a junior associate's research but at 10x speed and zero cost.
What if my firm grows—will this scale without rework?
Yes, our architecture is designed for growth. Built on scalable frameworks like AWS Lambda, it handles 10 to 10,000 prospects without performance dips. For expanding estate practices, we include modular expansions, such as adding multi-office support or international compliance for cross-border assets. Past clients scaled from solo to 20-attorney firms seamlessly, maintaining 99.9% uptime. We provide ongoing optimization, ensuring your outreach evolves with caseload demands, not rigid limits.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.