01
Automated Websites & Funnels
A site that quotes and books
- Fixed-fee will and probate pages
- Instant quote calculator
- Appointment booking
- Secure document upload
AI automation for wills, trusts & probate
Handle estates with fewer update calls and no missed steps.
Enquiry handling, estate document collection, milestone updates to beneficiaries, and matter reporting — built for private client practices.
<5 min
Quote turnaround
−62%
Update calls
−60%
Document chasing
Typical results across wills, trusts & probate we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your practice every week
Constant01
Estate administration is long and opaque
Beneficiaries ring for updates over many months.
Slow02
Asset information chased manually
Valuations and statements requested one institution at a time.
Competitive03
Will enquiries are price-sensitive
Clients compare fixed fees before instructing.
Risk04
Key steps are easy to miss
Grant applications and tax deadlines run in parallel.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for wills, trusts & probate, monitored by us, owned by you.
1
Instant fixed-fee quoting
Will and probate quotes issued immediately from the enquiry.
2
Structured asset collection
Institutions contacted and valuations chased automatically.
3
Beneficiary updates
Progress communicated at each milestone without a phone call.
4
Deadline protection
Grant, tax, and distribution steps reminded on schedule.
✦Everything we automate
Everything we automate for a practice like yours
Six connected systems, each built with the specifics for wills, trusts & probate.
02
Lead Capture & Instant Follow-up
Enquiries converted quickly
- Instant reply with fixed-fee options
- Matter-type capture
- Appointment booked automatically
- Follow-up sequences
03
AI Voice & Chat Agents
Calls answered with care
- Bereavement-aware call handling
- Matter triage
- Appointment booking
- Escalation to the solicitor
04
Workflow & Back-office Automation
Estate admin automated
- Client care and engagement packs
- Asset and valuation chasing
- Grant and tax deadline reminders
- Distribution tracking
05
AI Customer Support Automation
Beneficiaries kept informed
- Estate-stage updates
- Document checklists
- Expected timeline guidance
- Escalation when needed
06
Data, Reporting & AI Assistants
See matter progress at a glance
- Enquiry-to-instruction by matter type
- Average estate duration
- Fixed-fee realisation
- Fee-earner caseload
✦Compare your options
Hire, outsource, or automate?
What actually changes for a practice when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your practice today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your practice — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from wills, trusts & probate we work with
★★★★★
“Beneficiary calls dropped away once updates went out automatically.”
★★★★★
“Asset chasing is the slowest part. Now it runs itself.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will clients know they're talking to an AI?
The assistant introduces itself as your practice's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most wills, trusts & probate are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other legal businesses we automate
All legal →Free automation audit for wills, trusts & probate · 45 min · ranked plan · fixed price
Free automation audit for wills, trusts & probate
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