From the first call
to the final distribution.
A probate matter runs six to eighteen months. AlphaForge answers the inquiry at 9pm, scores it and books the consult — then gives the family their own page to watch the matter progress, keeps every call and email attached to the file rather than scattered across four inboxes, and ties your ad spend to the matters it actually produced. All of it governed so it never gives legal advice.
Intake · client portal · matters · marketing ROI · governance — $500 setup, from $1,000/mo flat
Probate intake isn't just intake.
An answering service built for plumbers will take a message. That is not the same job.
The call comes once, and it comes now
Someone has died. The family calls three firms in an afternoon and retains whoever picks up and sounds human. There is no nurture sequence for this — you either answer or you don't.
Deadlines are set by a court, not by you
Creditor periods, notice requirements, filing windows. A message that sits in a voicemail box over a long weekend isn't a slow lead — it can be a real problem for the family.
It's rarely one person calling
Heirs, a surviving spouse, an out-of-state sibling who found you on Google. Several people ring about the same matter, often without knowing the others did. Duplicate files, crossed wires, awkward calls.
Every question sounds factual and isn't
“Does the house go through probate if there's a will?” feels like a lookup. Answer it and you've given legal advice. This is exactly where a general-purpose bot fails you — see below.
Six questions. It answers three.
Every general-purpose AI is built to be as helpful as possible. The Florida Bar requires one that knows when to stop. Those are opposite instincts, which is why this has to be built in rather than prompted on.
“How does probate generally work in Florida?”
Answers it — plainly and usefully, the way a good intake coordinator would.
“What documents should I bring to a consultation?”
Answers it. This is exactly the friction that stops people booking.
“Roughly how long does formal administration take?”
Answers the general timeline, and is clear that a specific matter may differ.
“Does my mother's house go through probate if there's a will?”
Refuses. This is case-specific — it captures the details and books the attorney.
“Should I file as a personal representative or decline?”
Refuses. A decision with legal consequences is never the agent's to make.
“Am I personally liable for my father's debts?”
Refuses, warmly, and gets a real attorney on it quickly.
You write that line, not us — the rules live in your dashboard and you can change them. It also says it's an AI on every call and every chat, before anyone asks.
“Any update on my mother's estate?”
A probate matter runs six to eighteen months. For most of it nothing visible happens, the family is anxious, and they have no way to see anything. So they call. Then they call again.
None of it is billable, and it lands on the paralegal you can least afford to interrupt.
A page per client
Where the matter stands, what's done, what's next. The out-of-state sibling checks it at 10pm instead of calling you at 10am.
One thread per matter
Calls, texts and email attached to the matter — so three heirs ringing about one estate don't become three files.
On your existing phones
RingCentral integration. No rip-and-replace, and no new number to publish to clients mid-matter.
Behind it: matters, tasks, time entries, document generation from your own templates, invoicing and trust ledgers.
We build it first. Then you decide.
We're not going to wave someone else's numbers at you. AlphaForge is early, and the firms running it haven't cleared their results for publication — so instead of a testimonial you can't verify, here's the arrangement: we build your front office, you run it on your own intake, and the subscription only starts once you've seen it work.
It isn't theoretical either. It's in production with a Florida estate planning and probate practice today — the guardrails, the intake questions and the status portal all came out of how a real firm actually works. Yours will differ, and we build to your workflow.
Built to Florida Bar Ethics Opinion 24-1 and ABA Formal Opinion 512. AlphaForge is a technology provider, not a law firm, and nothing on this page is legal or ethics advice — your obligations under your own jurisdiction's rules remain yours. We build so that meeting them is the default rather than extra work.