Live in 7 days Zero technical experience required Built for estate planning firms
Every bedside call answered, guided, and booked.
The family at the bedside hires the firm that answers. Omni handles your phones 24/7 — capturing urgent will and probate calls, screening conflicts and booking consults, so $3K–$8K estate plans and probate matters stop drifting to the firm that picked up.
Workflow cards, timing, ratings, revenue examples, and customer names on this page are illustrative unless a linked case study identifies the source. Actual launch timing and outcomes depend on scope and approvals.
The most accurate voice agent
Omni Studio's agent gets the details right — names, case types, and contacts — so your intake is accurate before your first consultation.
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Team AI Operations Platform
Your AI front office, not just a voice bot
Omni captures calls, web forms and voicemails, asks your screening questions — existing plan, power of attorney, assets in probate — routes urgent bedside matters to the on-call attorney, kicks off follow-up and delivers a clean intake brief: Capture, Qualify, Route, Follow up. Want the AI front office mapped to your firm? Drop your number and hear it live.
The hidden cost of an unanswered estate line without Omni
One evening and one morning at an estate planning firm — six inquiries, six leaks, and nobody at the desk to catch any of them.
The service engine. Every inquiry. Centered on your calendar.
Automated call capture and consult scheduling built for estate planning and probate firms — answered within two rings, screened against your conflict rules, signing appointments booked with witnesses in mind. Working every minute of every day, not just when the office is staffed.
We’ll help you map the first workflow around your business.
Omni agents. Always answering. Always booking. Every night.
A typical week on Omni runs hundreds of small actions across your phones, your referral inbox, your signing calendar and your ledger. Here's what that looks like in plain English: consults booked, plans signed, flat fees collected.
01 · What we captured last week
Ten real calls. Ten real consults.
Live · 142 calls captured in the last 7 days
Time
Component
What happened
What it meant
02 · Proof in the field
Revenue recovered for businesses like yours.
Different cities, different matters — the same three plays keep recovering plan and probate fees. Below: how each one turns into signings on your calendar.
Case AWeek-one recovery
Recover the plans hiding in voicemail.
The Voice Intake Agent takes over the lines on day one. Every bedside and probate call that used to ring out — after closing, mid-signing, weekend — gets answered, screened and booked while the family is still deciding.
Alcott & Reyes· Wills & trusts
The problemAfter-hours bedside calls hitting voicemail
What we installed24/7 live estate intake
Time to first consultNight one
Booking rate sinceevery inquiry captured
Fees signed in week 1$21,000
Case BReferral engine
Turn one-time wills into whole-family planning.
The scheduler keeps signings, witnesses and notaries in sync, and the CRM keeps every CPA and advisor referral answered inside minutes — so one urgent will becomes a family of plans and a loyal referral source.
Copperfield Legacy Group· Probate
The problemAdvisor referrals sitting unanswered
What we installedVoice intake + referral response
First week6 engagements signed
Running now9 active referral sources
Signing calendarStable & full
Case CZero-latency capture
Capture after-hours estate calls instantly.
Every after-hours will, trust and probate inquiry is captured the moment it arrives, screened on your rules and logged on the dashboard — a 24/7 intake desk without hiring a receptionist.
Danforth Law Offices· Elder law
The problemEvening inquiries lost by morning
What we installedZero-latency after-hours capture
Booking rate sinceevery inquiry captured
Intake staff hiredZero
Pipeline added$600K+
03 · The learning curve
The longer Omni answers, the less each booked consult costs.
Every captured call teaches the system your matters, your referral sources and your screening rules. Cost per booked consult falls while average client value climbs, rated 4.9/5 by 87 owners.
Cost per booked consult Average client lifetime value
Cost per booked engagement
$0
down from $84 in month one
Average client lifetime value
$0
up from $2,850 in month one
What this means in plain English
By month 12, every booked consult costs $19. It was costing $84 in month one. Your phone bill isn't shrinking — the system just got better at capturing and booking the calls worth taking.
Why this happens
Every captured call teaches the next one. Good weeks teach the system your matters, your referral sources and your screening rules — and it repeats the good weeks.
Your numbers move with you
Seamless data migration from the systems you already use.
04 · One real call
Ellen. 6:12 PM. A mother in the hospital and no will in place. Consult at 9:00 AM — then a $4,800 estate plan.
One daughter's call through the platform, captured just after the office closed. At every step: which agent made it work, and what would have happened without it.
What owners tell us.
Owners and managing partners across wills, trusts, probate and elder law, talking about what changed when Omni took over their phones.
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Pricing
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