Qualify more estate planning and probate leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.
A custom intake for every estate planning and probate matter
Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.
Advance Healthcare Directives and Living Wills
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Ancillary Probate
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Asset Protection Trusts
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Beneficiary Disputes
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Business Succession Planning
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Certification of Trust
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Charitable Trusts
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Digital Asset Planning
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Elder Law Planning
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Estate Accounting
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Estate Administration
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Estate Mediation
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Estate Planning
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Executor and Trustee Services
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Executor Representation
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Family Limited Partnerships
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Fiduciary Litigation
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Financial Power of Attorney
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Formal Probate
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General Assignment of Assets to Trust
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Generation-Skipping Trusts
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Gift Tax Planning
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Guardianship and Conservatorship
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Healthcare Power of Attorney
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Heggstad Petitions
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HIPAA Authorizations
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Informal Probate
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Irrevocable Trusts
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Life Insurance Trusts (ILIT)
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Long-Term Care Planning
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Medicaid Planning
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Personal Representative Representation
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Pet Trusts
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Planning for Blended Families
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Pour-Over Wills
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Probate Administration
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Qualified Personal Residence Trusts (QPRT)
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Retirement Plan Trusts
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Revocable Living Trusts
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Small Estate Affidavits
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Special Needs Trusts
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Summary Administration
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Trust Administration
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Trust Amendments and Modifications
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Trust Contests
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Trust Funding
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Trust Restatements
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Undue Influence Claims
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Will Contests
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Wills
Preview intake →Information you need before every estate planning and probate matter
- Create, Update, Or Replace
- Person Who Document (Or
- Person Who Will Sign
- Person Who Document In
- Know Which U.S. State
- Want Name Someone Trust
- Have Specific Wishes About
- Someone Died Who Owned
- Out- -State Property Still
- Executor/Personal Representative, Family Member/Heir,
How estate planning and probate lead scoring works
Value signals
- Create, Update, Or Replace: yes
- Person Who Document (Or: yes
- Person Who Will Sign: yes
- Person Who Document In: yes
- Know Which U.S. State: yes
- Want Name Someone Trust: yes
Urgency signals
- Have Specific Wishes About
- Trust Active (Not Revoked
- There Active Disagreement Among
- Person Passed Away, Or
- There Deadline Or Urgent
- There Urgent Concern Right
Lower-fit signals
- Facing Lawsuit, Creditor Collection: no
- Have Written Agreement Or: no
- Elderly Person Have Estate: no
Your visitor has a real matter. A contact form can’t hear it.
People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No matter details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full matter scope in their own words
- Reports, contracts, and filings attached automatically
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and matter template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Estate Planning and Probate lead-intake FAQs
What does a estate planning and probate intake collect?
Each estate planning and probate template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are estate planning and probate leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger estate planning and probate opportunities without manually reviewing every raw submission first.
Can visitors try a estate planning and probate intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified estate planning and probate leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Browse every legal intake template
While they’re still using contact forms, you’re booking cases
Give every website visitor a guided, bilingual, qualifying intake — and turn your estate planning and probate traffic into signed work.