At Ai Wills, we’ve developed a cutting-edge probate referral system that empowers solicitors, accountants, estate planners, and their referral partners to generate and manage instructions with ease.

Our fully branded microsites give each partner a professional online presence under their own brand — instantly capturing probate referrals while boosting visibility, trust, and credibility.

Every microsite comes with a unique QR code that can be added to leaflets, brochures, letters, or even business cards, making it simple for clients to connect. Each site also features an AI chatbot, guiding clients through the process and capturing accurate information 24/7.

Key Benefits

Branded Microsites
Each partner gets their own customised microsite under their brand, reinforcing trust and professionalism.

QR Codes for Marketing
Quick and seamless access — clients simply scan to submit probate details directly to the right partner.

AI-Powered Chatbots
Always on, always helpful — engaging clients instantly and qualifying enquiries automatically.

Automated Lead Nurturing
Our system nurtures referrals into booked appointments, directly into your diary — saving time and reducing admin.

Referral Clarity
Real-time visibility into referral volumes from each partner gives you transparency and control.

Advanced Features from Ai Wills.

To take things further, we’ve layered in powerful tools that make referrals even more effective:

CRM Dashboard — track every referral, manage communications, and measure performance in one place.

Smart Reminders & Notifications — keep partners engaged with instant updates when new referrals arrive.

Partner Leaderboards — incentivise and gamify referrals by showcasing top-performing partners.

Automated Email & SMS Follow-Ups — ensure no opportunity is lost by keeping prospects warm until they book.

Calendar & Diary Integration — appointments drop straight into your schedule, ready for you to meet.

Online Review Capture — boost credibility by collecting reviews from happy clients automatically.

Reporting & Analytics — clear reports on partner activity, conversion rates, and revenue impact.

Secure Document Uploads — allow clients to share key probate documents safely through their partner’s microsite.

White-Label Flexibility — microsites can be embedded in existing websites, added to menus, or shared via partner email campaigns.

Why Choose Ai Wills?

Our probate referral system reduces friction, cuts down manual effort, and maximises results. By giving your referral partners the tools to generate and manage instructions with minimal effort,

Ai Wills helps you supercharge your probate practice while deepening relationships with the partners who matter most.