Never Miss an Enquiry Again: Voice AI and WhatsApp for Estate Planners
Every missed call in estate planning is a potential client lost to the next firm on the list. You cannot answer the phone while you are with a client or out of hours, but Voice AI and WhatsApp can, so no enquiry goes unanswered.
Why missed enquiries cost you the most
People dealing with Wills, LPAs or a recent bereavement often act in the moment. If they call or message and get no response, they rarely wait. They move on. Capturing that first contact instantly, at any hour, is one of the highest-value improvements a firm can make.
How Voice AI and WhatsApp keep you covered
- Answer calls with a natural Voice AI when you cannot
- Reply to WhatsApp enquiries instantly, day or night
- Answer common questions about your services
- Capture contact details so no lead is lost
- Book appointments or route urgent matters to you
How Ai Wills helps
Ai Wills brings Voice AI, WhatsApp, SMS and email together so every enquiry is met with an instant, professional response. Conversations are captured in your CRM, appointments are booked automatically, and you stay focused on your clients knowing nothing is slipping away. It is like having a receptionist who never clocks off.
Frequently asked questions
Will callers know they are speaking to AI?
Voice AI is designed to be helpful and natural, capturing details and booking appointments, while urgent or complex matters can be passed to you.
Does it work outside office hours?
Yes. Voice AI and WhatsApp respond around the clock, so you capture enquiries that arrive evenings and weekends.
Where do the enquiries go?
Every conversation and contact is captured in your Ai Wills CRM, so you can follow up and nothing is lost.
Want to stop losing enquiries to missed calls? Get in touch with the Ai Wills team.
