Wills, trusts, and probate inquiries are rarely urgent and easy to lose to a single missed call. NightAI puts an AI voice, web, and SMS intake agent on your line that answers when your team can't, sorts the matter, and books the consultation so a good lead never slips away.
If three or more of these are true, we should talk.
Configured to your matter types and booking rules. Calls, web visits, and missed calls get a patient, professional response when your team can't get to them.
Calls forward from your existing line. Bookings can land in Google Calendar, and a connected Clio Manage account can receive booked callers as contacts. We scope calendar and matter workflows during setup.
Custom integrations are scoped during setup and connected only when confirmed available for your workflow.
Estate planning matters are rarely urgent, but they are high-value and easy to lose to a missed call. Many callers are older and prefer the phone, and a probate inquiry often follows a death, when the family will retain whoever responds with care. NightAI answers every call, qualifies the matter, and books the consultation.
The AI agent distinguishes between a new will or trust, an update to an existing plan, and a probate or estate administration matter, then books the right consultation length per your rules. Your team gets a clean intake record before the appointment.
Yes. Google Calendar sync is included. Consultations land in your calendar with a full intake record. Availability windows and booking rules are configured during setup.
NightAI has a Clio Manage contact sync, and we confirm your firm's account can connect during setup. Once connected, NightAI can add or update a booked caller as a Clio contact. We confirm calendar and matter workflows separately during setup; MyCase is reviewed for each deployment.
Managed intake starts at $799/month plus a one-time implementation fee. Growth is $1,099/month and Scale is $1,799/month. Implementation is waived if you pay annually.
One call. We walk through your intake and quote only if it's a fit.
If your agent handles real calls in its first 30 days live and books zero appointments, monthly plans get back what they paid minus a flat $199 service fee. If no real calls come in, there is nothing to measure and the guarantee does not apply. Annual plans are prorated, available in the first 90 days, with a $499 operations fee. See the Terms for full conditions.