Can KORTYX handle sensitive estate planning inquiries?

Absolutely. KORTYX Voice is trained to approach estate planning conversations with empathy and discretion. Whether a family is dealing with grief, a trust dispute, or end-of-life planning, KORTYX responds with the care and professionalism your clients expect.

Can KORTYX integrate with my legal practice management software?

Yes. KORTYX integrates with major legal practice management platforms including Clio, MyCase, PracticePanther, and others via API or native integration — keeping your estate planning workflows seamless.

Do I need to use all KORTYX components?

No. KORTYX is fully modular. Start with Voice to capture inquiries and add Agents, Flow, Insight, Connect, or Growth as your estate planning firm scales.

How fast can I get started?

Most estate planning firms are live within 5–7 business days. Our team handles full setup, training, and launch — you just show up for the onboarding call.

What results can we expect?

Estate planning firms typically see a dramatic reduction in missed inquiries, faster consultation scheduling, and meaningful recovery of high-value clients who previously went unanswered — all within the first 30 days.

KORTYX for Estate Planning

Your Pipeline Is Leaking
High-Value Clients

58%

of inquiries go unanswered

Estate planning is deeply personal and time-sensitive. When families are ready to protect their legacy, they expect immediate, empathetic engagement — and you're missing them.

$250K+

in lost annual revenue

The average estate planning firm loses significant revenue to missed calls, slow follow-ups, and prospects who move on to another attorney before hearing back.

73%

of clients choose the first firm that responds

Speed and empathy win in estate planning. If you're not responding within minutes, another firm is — and that client is gone.

20+ hrs

wasted on admin tasks per week

Your team spends 20+ hours weekly on intake calls, document gathering, scheduling, and follow-up calls — time better spent serving clients.

Scalable Growth. Efficient Operations. Improved Customer Engagement.

Let KORTYX by ThirdPower AI help grow your estate planning practice. Our Kortyx Voice solution can manage your incoming calls, respond to client inquiries about wills, trusts, and probate, and engage clients after office hours. No more missed calls and no more lost high-net-worth prospects in estate planning.

Learn how KORTYX Voice works, or explore the full KORTYX platform.

Kortyx Voice

AI Receptionist for Estate Planning Firms

Every missed call is a lost trust or estate engagement. KORTYX Voice answers every inquiry instantly — qualifying prospects, explaining your services, and booking consultations in your firm's professional, compassionate tone.

Most businesses start here — capturing every call and booking every appointment. From there, KORTYX scales with you across automation, intelligence, and growth.

98%

Response Rate

More Bookings

60%

Less Admin

24/7

Always On

24/7 call & text answering for estate planning inquiries
Service FAQ handling (wills, trusts, probate, powers of attorney)
Automated consultation scheduling
Missed-call recovery & follow-up
Custom-trained on your firm's voice, specialties & fee structure
Sensitive, empathetic conversation handling for grieving families

The Process

How KORTYX Deploys for Estate Planning Firms

We get you live fast — then keep optimizing.

Discovery & Configuration

We learn your firm — your specialties, fee structures, client demographics, and tone. Then we configure KORTYX Voice, Agents, and Flow specifically for your estate planning workflows.

Launch & Capture

KORTYX goes live. Voice starts answering calls with empathy. Agents handle inquiries. Flow automates your workflows. Growth drives new prospects. You see results in days, not months.

Optimize & Scale

Insight tracks everything. We continuously optimize call scripts, workflows, and campaigns — compounding your results over time.

The KORTYX Platform

One AI Operating System.
Six Modules. Infinite Possibilities.

Voice, Agents, Flow, Insight, Connect, and Growth — each powerful alone, transformative together.

Voice

Agents

Flow

Insight

Connect

Growth

KORTYX Voice

AI phone receptionist that answers, qualifies, and books — 24/7

KORTYX Agents

Autonomous AI workers that handle complex tasks end-to-end

KORTYX Flow

Workflow automation that eliminates manual processes

KORTYX Insight

Analytics and intelligence to drive smarter decisions

KORTYX Connect

Integrations and APIs that unify your tech stack

KORTYX Growth

Marketing solutions that drive demand and convert leads

KORTYX Voice

Every Single Call. Answered.

Your always-on front desk. KORTYX Voice answers every call, qualifies leads, books appointments, and handles FAQs — in your brand's exact tone, 24/7. It's the front door to your business, and it never closes.

24/7 inbound call answering & outbound follow-ups

Instant lead qualification & routing

Automated appointment scheduling

Missed-call recovery & callback sequences

Custom-trained on your brand voice & terminology

Multi-language support

KORTYX Agents

Autonomous AI Workers

AI workers that handle complex, multi-step tasks end-to-end — from patient intake to lead nurturing to document processing. They don't just follow rules; they reason, adapt, and execute autonomously.

Multi-step task execution without human intervention

Intelligent decision-making & reasoning

Cross-system data gathering & processing

Autonomous follow-up sequences

Escalation to humans when needed

Custom agent training per use case

KORTYX Flow

Workflow Automation

Eliminate manual processes with intelligent automation. KORTYX Flow connects your systems, triggers actions based on events, and keeps everything moving — without your team touching a thing.

Visual workflow builder for business processes

Event-driven triggers & conditional logic

Cross-platform automation (CRM, calendar, email)

Appointment confirmation & reminder sequences

Document generation & routing

Custom workflow consulting & implementation

KORTYX Insight

Analytics & Intelligence

See everything. Understand everything. KORTYX Insight surfaces the metrics that matter — from call performance to conversion rates to operational efficiency — so you make smarter decisions, faster.

Real-time performance dashboards

Call analytics & conversation intelligence

Lead conversion tracking & attribution

Revenue & ROI reporting

Sentiment analysis across interactions

Custom KPI tracking & alerts

KORTYX Connect

Integrations & APIs

KORTYX plugs into your existing tech stack — CRMs, calendars, EMRs, PMS systems, marketing platforms, and more. No rip-and-replace. Just seamless integration that makes everything work better together.

Native integrations with major CRMs & platforms

Calendar sync (Google, Outlook, proprietary)

EMR/EHR & practice management system connectors

Marketing platform integrations

Custom API development

Webhook-based event triggers

KORTYX Growth

Marketing Solutions

Drive demand, then convert it. KORTYX Growth handles lead generation, ad campaigns, SEO, reputation management, and automated nurturing — feeding qualified prospects directly into KORTYX Voice and Agents.

Targeted lead list building & optimization

Ad strategy, creatives & campaign management

SEO & content optimization

Reputation management & review monitoring

Website messaging & CTA optimization

Automated prospect nurturing sequences

Stop Losing Clients to Your Voicemail

See how KORTYX can fill your calendar with qualified estate planning clients — starting this week.

FAQ

Your Pipeline Is LeakingHigh-Value Clients