AI systems for estate-planning firms that capture every wills, trusts, and probate inquiry, qualify by asset complexity, book planning sessions, and nurture clients toward funding and reviews — 24/7.
Automate repetitive workflows and support your existing team — without adding headcount.
Avg AI reply time: 38sGlobal service area20+ active languagesAI Departments — $1,000/month each
GrowthBotz deploys AI departments for estate planning firm that answer inquiries, capture structured intake, book next steps, follow up on open opportunities, and keep owners visible on daily workflow activity.
Best next step: Call Gina, watch the live demo, or book a strategy call to map the workflow.
Remote deployment for service businesses and agencies globally, with 20+ active languages available.
AI Estimator, AI Receptionist, AI Sales, and AI Social Media are each $1,000/month. Choose one or more based on the work you want handled.
Selected AI Departments are paid today and are normally ready in 2–7 days.
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Pick the standalone departments that match your workflow — AI Estimator, AI Receptionist, AI Sales, and AI Social Media. Each department follows the same agreement-backed scope shown on its detail page.
A front desk that follows your approved flow, handles customer conversations, manages appointments, records useful details, and hands work to your team when needed.
An estimate team that uses your approved questions, prices, and rules to gather the job details, prepare clear-price estimates, follow up, and route unclear pricing to your team.
A sales team that follows your approved process, responds to leads, keeps follow-up moving, books appointments, and hands qualified opportunities to your people.
A social media team that works in your brand voice and approval flow to create and schedule posts, manage comments and messages, record activity, and escalate sensitive matters.
AI Estimator, AI Receptionist, AI Sales, and AI Social Media are each $1,000/month. Choose one or more based on the work you want handled.Selected AI Departments are paid today and are normally ready in 2–7 days.
Yes. The Sales Department pre-qualifies by approximate net worth, blended-family or business-ownership scenarios, and timeline before booking a planning session.
Yes. Sensitive fields stay encrypted in transit, the system only collects what you configure, and basic conflict screening runs before a consult is booked.
Yes. We integrate with Clio, MyCase, PracticePanther, Wealth Counsel, and most legal tech.
Yes. The AI Receptionist runs annual review reminders, trust funding follow-ups, and life-event triggers (birth, death, marriage, business sale).
Selected AI Departments are paid today and are normally ready in 2–7 days.
AI Estimator, AI Receptionist, AI Sales, and AI Social Media are each $1,000/month. Choose one or more based on the work you want handled.
