By practice area
AI receptionist for estate planning firms
Estate planning calls are rarely urgent but almost always high-value. ClerkBird captures what the caller owns and what they are trying to protect, and puts the consultation on your calendar.
What it collects
- Full name and best callback number
- Whether there is an existing will or trust
- Real estate in more than one state
- Business ownership or minor children
Simple single-will matters can be routed to a flat-fee intake flow instead of a full consultation.
What it will not answer
- “Do I need a trust or just a will?”
- “How much does an estate plan cost?”
- “What happens if I die without one?”
Every one of these gets the same reply: that is a question for the attorney, let me get you on their calendar. The agent never estimates value, never quotes a fee, and never promises an outcome.
Why it matters here specifically
The caller who reaches voicemail books with the firm down the road, and that relationship lasts decades.