Managed intake for probate law firms.
We handle new probate and estate-administration inquiries using your firm’s questions and acceptance criteria. Your paralegals can stay with active matters while our team gathers the information needed for an initial review.
Talk about your firm’s intakeA caller may not know where to begin.
Someone may be calling after a death with a few documents, several family members involved, and no clear understanding of what has already been filed. A useful first conversation establishes what is known without asking the caller to diagnose the legal issue. We record gaps for follow-up rather than treating an incomplete answer as a confirmed fact.
What we gather for your firm
Your approved playbook sets the questions. A typical intake covers:
- Caller and relationship
- Who is reaching out, how they are related to the deceased, and how they prefer to be contacted.
- The deceased and location
- The name, reported date of death, residence, and locations relevant to your firm’s service criteria.
- Documents and current status
- Whether the caller knows of a will or trust, who has copies, and any proceedings or representatives already identified.
- People and next steps
- Names your firm needs for review, what the caller is asking for, and which information is still missing.
An example inquiry
An adult child calls about a parent’s estate. They believe there is a will but do not have a copy and are unsure whether a personal representative has been appointed. Our team records those answers as reported, identifies the missing information, and routes the inquiry under your firm’s review rules. Your attorney receives the context and open questions before the next conversation.
Illustrative scenario, not a client record.
Where your attorney takes over
Your firm decides whether to accept the matter and gives advice about probate, authority to act, and required filings. Our intake team gathers information and follows your escalation instructions.
We agree on responsibilities before intake begins, including coverage, screening, scheduling, and escalation. See what we handle for your firm.
Questions firms ask us
Can you distinguish a new probate inquiry from a call about an existing matter?
We agree on those routing rules during setup. New inquiries follow the intake playbook; existing-client and other calls follow the handoff instructions your firm provides.
What if the caller does not have the documents?
We record what they report having and what is missing. Our team follows the agreed information-request process so the attorney can see which facts and documents still need confirmation.
Let’s talk about the work.
Tell us where intake gets stuck. We’ll explain what our team can take on.