AI intake for estate planning attorneys
Porto learns the family picture, the main assets and any documents already in place, so your attorney walks into the first meeting knowing what plan fits.
Whitcombe Estate Law
AI assistant
Hi, I’m Whitcombe Estate Law’s AI assistant. I can’t give legal advice, but I can help you get started. What would you like to put in place?
We have a will from 2009, but we’ve had two kids since then and bought a rental property.
Existing will already covered
So it asks about the family
Thanks. Are you married, and are both children under 18?
What Porto does for estate planning attorneys
Porto replaces the consultation request form on an estate planning attorney’s website with a short AI conversation. It learns the family situation, the main assets, any existing documents and what prompted the visit, never giving legal advice, and sends your attorney a brief before the planning meeting.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Family
Spouse, children and anyone with special needs
Assets
Home, rentals, business interests or retirement accounts
Documents
Wills, trusts or powers of attorney already signed
Reason
What changed, like a new child or a property
Goals
Who they want to provide for and who decides
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Hollis family
79
Strong fit
Family
Married, two children under 10
Assets
Home plus one rental property
Documents
Will from 2009, never updated
Goal
Guardianship for the children and a trust
Questions from estate planning attorneys
Does Porto recommend a will or a trust?
No. It never gives legal advice. It collects the details your attorney uses to recommend a plan.
Can it book the planning meeting?
Yes, when you connect a calendar. Otherwise the brief goes to your team to schedule.
What if someone needs probate help instead?
Porto routes each inquiry to the right person, or lets visitors know kindly when it is outside your practice.
See Porto set up for estate planning attorneys
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo