Client Intake & Conflict Screening for Estate Planning Attorneys with WealthCounsel
Run client intake & conflict screening on autopilot inside WealthCounsel.
The Problem
Every new Trusts & Estates lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in WealthCounsel
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
WealthCounsel Integration Approach
Audit your WealthCounsel configuration
We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your trusts & estates practice.
Build on the WealthCounsel API or agent
Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in WealthCounsel with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in WealthCounsel?+
Yes — we build directly on WealthCounsel's API or agent integration. Your data stays in WealthCounsel, your estate planning attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What WealthCounsel configuration do we need before deployment?+
We work with your existing WealthCounsel setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for trusts & estates teams.
Can WealthCounsel handle client intake & conflict screening on its own?+
WealthCounsel handles configuration; AI handles judgment. Native WealthCounsel workflows route deterministic tasks; our automation layer adds the AI judgment WealthCounsel doesn't ship out of the box — document classification, exception triage, drafting.
Is WealthCounsel the right tool for client intake & conflict screening for estate planning attorneys?+
WealthCounsel is widely used among trusts & estates teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on WealthCounsel for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in WealthCounsel?+
For trusts & estates firms running WealthCounsel, automation typically pays back inside the first quarter — measured against the loaded cost of the estate planning attorney hours absorbed. Higher volumes deploy faster.
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See this running in your WealthCounsel instance
30-minute call. We'll look at your actual WealthCounsel setup and show exactly how this workflow fits.