Workshop follow-up
#1Trigger Attendee registers or attends
- Sends reminders before the event
- Offers consultation booking after
- Follows up with non-bookers
Outcome More consultations from events
Typical stack: CRM, email
Law firms · Estate planning
AI automation for estate planning attorneys
Turn seminar attendees and web leads into consultations, collect detailed family and asset questionnaires, and follow up on trust funding after signing.
Where time leaks
Where the hours go in estate planning
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
01
Leads from workshops and webinars need prompt follow-up.
02
Intake questionnaires are long and often incomplete.
03
Signing meetings require witnesses and notaries.
04
Clients do not fund their trusts after signing.
Common tools in estate planning:ClioLawmaticsWealthCounselDocuSignCalendlyZoom
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
4 automations built for estate planning
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Questionnaire assistant
#2Trigger Consultation booked
- Sends the questionnaire
- Helps the client complete sections
- Flags missing information
Outcome Complete intake before the meeting
Typical stack: Lawmatics, forms
Signing scheduler
#3Trigger Documents approved
- Schedules signing with witness and notary
- Sends prep instructions
- Confirms attendance
Outcome Smooth signing meetings
Typical stack: Calendar
Trust funding follow-up
#4Trigger After signing
- Sends funding checklist
- Checks in at 30 and 90 days
- Offers help from staff
Outcome More trusts actually funded
Typical stack: CRM, email
Interactive
Build your automation
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning preview- Trigger
-
Add at least one step on the left.
Demo
Try a missed-call text-back
Tap "Start a missed call" and reply as the customer. Runs in your browser.
MessagesDEMO
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Incoming call…
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Missed-lead revenue estimate
EstimateMove the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automation
Demo
Watch the workflow run
Step through "Workshop follow-up" one stage at a time. Click any step.
ROI estimate
A starting ROI estimate for estate planning
Preset for a small team. Change the numbers to match your business.
How we implement
Built around how work actually runs in estate planning
We start with your intake questionnaire and seminar calendar, rewriting the questionnaire into short sections clients can finish on their phones. Your attorneys approve every reminder before it is used, and the trust funding checklist uses your firm's own instructions.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
Limitations & compliance notes
- Seminar marketing and follow-up must follow your state bar's advertising rules; message templates are reviewed by an attorney.
- Execution formalities (witnesses, notarization, remote signing) vary by state; the scheduler only enforces the rules your firm sets.
- The assistant does not give legal or tax advice, and it does not decide which documents a client needs.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
Part of Law firms
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Law firms →Related industries
Services behind these automations
FAQ
Common questions
No. Drafting stays with your attorneys and drafting software. The automation collects the facts they need.
We pass questionnaire answers in a format your team can use with your drafting system; direct import depends on what your account supports.
It sends your funding checklist, reminds clients at intervals and books help from staff. Retitling assets is still done by the client and your team.
Yes, with a separate intake path, because probate callers usually need help sooner and ask different questions.
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Screen termination, discrimination and unpaid wage inquiries consistently, capture the agency filing deadlines that can end a case, and collect pay records and emails before the consult.
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Pre-screen debt-relief inquiries with your questionnaire, collect tax returns, pay stubs and bank statements without chasing, and keep clients ready for the 341 meeting.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Tell us how your estate planning work flows today
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
- 1
We read it personally
A person reviews your note. No automated sales sequence.
- 2
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
- 3
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.