Estate planning leadsanswered instantly.

Intake wills, trusts, POAs,and planning leads with AI agents.

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Trusted by estate planning lawyersand legal-ops teams

CalBar
Flo Bar
DC Bar
NCBA
CBA
State Bar of Texas
New York State Bar Association

Estate planning call intake

Capture wills, trusts, powers of attorney, healthcare directive, and planning details from callers.

Supported call channels
AI call intake dashboard

3 second planning replies

Respond fast to estate planning leads from forms, ads, referrals, web chat, and messages.

Supported messaging channelsSupported messaging channels
3 second DM replies dashboard

A home for planning leads

Keep estate plans, trust updates, and family planning inquiries organized in one place.

Lead management dashboard

Understand estate planning lead behavior

See how estate planning leads move from first touch to booked consultation and where follow-up improves.

Analytics and growth dashboard

We help estate planning firms book more consultations.

0%

more estate planning leadsresponded to

0×

faster conversions(from 3 days to 3 hours)

$0.0M

more revenue generatedfor our clients

Integrates with yourlegal tech stack

HubSpot
LawPay
Salesforce
Smokeball
Ring
Lawmatics
Google Calendar
Lead Docket
Slack
Notion
Office 365
Jot
Clio

Plethora of success stories

Lawgical has become incredibly vital to our intake team. We can’t see ourselves going back to how things were before.

Operations Manager

Immigration law firm

After we implemented Lawgical, we realized how much time we were wasting on figuring out which leads to follow up with. I was actually pinging my team with a list of leads they should call back after listening to every single call recording. Lawgical helps us focus so much more on quality leads.

Pipeline Strategist

Personal injury firm

I sent our intake team on a long weekend vacation after Lawgical was setup. It’s definitely improved our quality of intake processes. It’s running 24/7, even now as I’m writing this testimonial. I would 100% recommend this to other law firms.

Managing Partner

Mass tort firm

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