Turn Every Call Into a Qualified Estate Planning Consultation
Call to hear your AI receptionist —
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No signup · No commitment · Just call and experience it
CALL ANSWER RATE
SECOND AVERAGE RESPONSE
COVERAGE INCLUDING HOLIDAYS
DAYS TO GO LIVE
How It Works
From demo to live in three simple steps
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
The Difference Is Clear
Without Callis
Missing urgent calls from grieving families or time-sensitive estate matters while in client meetings
Playing phone tag for days trying to schedule consultations with multiple family members
Wasting billable hours on unqualified leads who don't meet your minimum estate value thresholds
Paying premium salaries for receptionists who handle sensitive information without legal training
Clients arriving unprepared without necessary documents, asset lists, or beneficiary information
With Callis
AI-powered excellence
Capture Calls During Court and Client Meetings
Answer every call with empathy and professionalism, even during client meetings, court appearances, or after hours when families need guidance most.
Pre-Qualify Every Estate Planning Lead
Securely capture sensitive estate details, asset information, and family dynamics while intelligently qualifying prospects based on your practice criteria.
Book Consultations Without Phone Tag
Instantly book initial consultations, follow-ups, and document signings directly into your calendar without the back-and-forth phone tag.
Coordinate Complex Family Meetings
Seamlessly coordinate scheduling with spouses, adult children, and multiple beneficiaries for family meetings—all handled automatically.
Get Clients Prepared Before Day One
Automatically send pre-consultation questionnaires and document checklists, ensuring clients arrive prepared with asset information and family details.
Simple, Transparent Pricing
No contracts. Cancel anytime. No hidden fees.
+ $999 one-time setup
Cancel anytime · No contracts
Everything included
Your $999 setup includes:
Custom AI Training·Phone System Setup·Call Flow Design·Testing & QA·Go-Live Support·Dedicated Account Manager
The Real Cost of Missed Calls
See how Callis compares to traditional staffing
Full-Time Office Receptionist
With Callis
RecommendedYour Estimated Savings
$3,600 - $5,300 / month
That's $43,200 - $63,600 saved per year
Frequently Asked Questions
Everything you need to know
See Callis Handle a Real Estate Planning Attorney Call
See how your AI receptionist handles real calls
With your name, your services, your rules.
+1 (936) 262 4300OR
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