Planning callers have usually put this off for years. Something finally moved them, a new baby, a second marriage, a friend's story that ended badly. Probate callers are grieving, buried in paperwork, and often calling more than one firm. If voicemail picks up, most hang up, and the first competent voice they reach wins the matter.
Nobody picks up
35%
of calls to small and mid-sized law firms go unanswered during business hours
Voicemail loses them
80%
of callers who reach voicemail hang up without leaving a message
First responder wins
67%
of clients hire the first attorney who responds
Start with ready-made agents built for planning and probate intake and lead follow-up, then tailor the questions to match how your firm takes on new matters.
Runs your firm's complete planning or probate intake on every call. Captures the family, what they own, and what's driving the call, screens for existing representation, and hands your team a matter it can act on.
Common use cases
Calls new web, form, and purchased leads within moments of arrival, runs the same complete intake, and screens the matter before another firm reaches them.
Common use cases
CallFront answers calls from prospective clients, follows up with new and purchased leads, and captures complete intake on every call so your team starts every matter with the details it needs.
Call new web, form, and purchased leads the moment they come in and run full intake on that first call, before they finish working down their list.
Pick up every call, day or night, and keep new matters moving while your team is with a client, at the courthouse, or done for the day.
Ask the full set of questions your intake team would, from who the plan is for and what they own to who died and what has been filed, capture every answer in structured form, and sync it straight to your case management system.
A message that says "call back Margaret about her mother's will" is worth nothing. Estate planning and probate firms need complete intake captured on the first call, fast follow-up on every lead, and matter details that land in their case management system in structured form.
Estate planning leads are patient right up until they aren't. The person who finally filled out a form after years of putting it off is comparing firms that week, and probate callers often reach out to several at once. CallFront calls new web, form, and purchased leads back right away and runs full intake on that first call, so your firm is the first voice they hear and the only one that shows up already knowing the matter.
Estate planning leads are patient right up until they aren't. The person who finally filled out a form after years of putting it off is comparing firms that week, and probate callers often reach out to several at once. CallFront calls new web, form, and purchased leads back right away and runs full intake on that first call, so your firm is the first voice they hear and the only one that shows up already knowing the matter.
A name and a callback number isn't intake. For planning callers, CallFront captures who the plan is for, the family including prior marriages and minor children, what documents already exist, and the asset picture by category with a size range. For probate callers, it captures who died and when, the caller's role, whether a will or trust exists, what has been filed with the court, and any dispute on the horizon. Every answer lands in structured form.
CallFront can trigger follow-up from your systems, log every call, and keep intake data connected to the case management platform your firm already uses.
From a first will to a contested estate and fast follow-up on new and purchased leads, CallFront captures complete intake every time.
New planning inquiry
A caller who finally made the call after years of putting it off. Capture who the plan is for, the family, what's already in place, and what they own while they're still on the line.
Probate and administration calls
Capture who died and when, the caller's role, whether a will or trust exists and who it names to handle the estate, and what has already been filed with the court.
Will and trust disputes
Capture what the dispute is about, who is on the other side, whether they have counsel, and what has been filed, recorded as the caller's account and nothing more.
New website lead follow-up
Call new website leads back right away and run full intake on that first call, so your firm responds before the caller moves down the list.
Purchased lead follow-up
Respond to purchased leads within moments and consistently, so the leads you paid for don't sign with the firm that called first.
After-hours calls
Planning callers dial after the kids are in bed. Probate callers dial when the paperwork finally piles up. Answer calls and follow up on leads when most firms go to voicemail.
Trigger follow-up from your case management system, sync complete intake data, and keep every new lead connected to the workflow your team already relies on.
Turn incoming calls into qualified Clio Grow leads with the full intake attached, and instantly call new web leads to qualify them before another firm does.
Incoming calls become qualified MyCase leads with full intake, transcript, and summary, and new online leads get an instant qualifying call before anyone else reaches them.
Check availability and book appointments on your Google Calendar, live during the call.
Send qualified leads with full intake data, transcripts, and summaries to 8,500+ apps via Zapier.
Turn incoming calls into qualified Clio Grow leads with the full intake attached, and instantly call new web leads to qualify them before another firm does.
Incoming calls become qualified MyCase leads with full intake, transcript, and summary, and new online leads get an instant qualifying call before anyone else reaches them.
Check availability and book appointments on your Google Calendar, live during the call.
Send qualified leads with full intake data, transcripts, and summaries to 8,500+ apps via Zapier.
Configure your AI agent, connect your CRM, and get CallFront working fast.
Set up how CallFront answers calls, what questions it asks, and how it handles each conversation.
Connect the tools you already use so CallFront can respond to new leads and keep activity synced with your system.
Forward your number to CallFront and start handling inbound calls and new CRM leads right away.
Transparent plans starting at $129/mo, with straightforward pricing as your call volume grows.
If you don't find answers to your questions, please contact us: [email protected]
Answer every call, follow up with new and purchased leads automatically, and capture complete intake with CallFront.
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