Textitie | Business texting with AI that knows Estate Planning Attorneys
Estate Planning Attorneys
Estate planning is a multi-step process, and every step depends on the client taking action — completing a questionnaire, showing up to sign, returning a call. When a nudge goes out late or not at all, plans stall and clients drift.
Illustrative team inbox
Incoming question
Draft grounded in approved knowledge
Thanks for getting in touch. A team member will review your message and follow up.
Why this matters
Stay present between the messages.
Estate planning is a multi-step process, and every step depends on the client taking action — completing a questionnaire, showing up to sign, returning a call. When a nudge goes out late or not at all, plans stall and clients drift. The business value is simple: keep the pipeline moving by making sure every client hears from you at the right moment, in your firm's voice, without your team having to stop what they are doing to type it.
Replies stay within information your team has approved and the permissions you set. Decisions that require your team’s expertise remain with your people.
Everyday moments
The messages your team already gets.
Initial consultation booking confirmations
Questionnaire completion reminders
Signing appointment scheduling
Plan review anniversary outreach
Auto-Pilot
Replies only inside your rules.
Auto-Pilot sends booking confirmations, questionnaire reminders, and signing-appointment prompts in your firm's own voice — even after hours or when your team is sitting with another client. No nudge waits because nobody was free to type.
What this can look like
- Use information your team has reviewed and approved.
- Answer only topics and conversation types you authorize.
- Route anything uncertain or outside scope to your team.
No system can guarantee every question has an approved answer. When it does not, the conversation belongs with a person.
Human handoff
Judgment is not automated.
When a question requires legal judgment or falls outside what your brand knowledge covers, a team member steps in to guide the conversation personally.
Co-Pilot
Draft first. Your team decides.
Co-Pilot reads the incoming text and drafts a reply grounded in your firm's voice. You review, adjust if needed, and send — the speed of AI with a human hand on the wheel.
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