Industries · Legal & Compliance
Fred for estate planning & probate.
Answer client questions, capture engagements, and book your team around the clock, an AI agent that fills the calendar and never gives legal advice or drafts a document.
Every family, captured and routed.
A family is thinking about a will, a trust, or settling an estate, and they want to know how you work and what to expect. Fred answers the general questions, captures the engagement, and books your team, while drafting, advice, and probate specifics stay with an attorney.
What Fred does
- Answers services, process, and general education
- Captures planning and probate engagements
- Books consultations and reviews, 24/7
- Routes time-sensitive probate matters fast
When Fred hands off to you
- A request to draft a will, trust, or document
- Advice on a specific estate or tax situation
- A contested estate or probate dispute
- A client ready to engage your firm
What Fred won’t do
- Draft a will, trust, or any legal document
- Give estate, tax, or probate advice over chat
- Evaluate a specific situation
Pre-configured for estate and probate firms: planning, trusts, and estate administration inquiries; all drafting and advice routed to an attorney.
Planning ahead. Fred starts the conversation.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Law is one of the few places where a confident wrong answer is malpractice, not just a bad lead. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.legal-services
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| leg-emergency | ESCALATE | S4 | input | If you or someone else is in immediate danger, call 911 now. National Domestic Violence Hotline: 1-800-799-7233 (24/7) National Child Abuse Hotline: 1-800-422-4453 (24/7) A member of our team has been notified and will reach ou… | contains: being abused, domestic violence, domestic abuse +18 |
| leg-no-legal-advice | DENY | S3 | output | I can share general legal information, but I'm not able to provide legal advice, evaluate your situation, or recommend a course of action. That requires an attorney who understands the specific facts of your case and the laws i… | contains: you should file, you should sue, you need to file +27 |
| leg-no-case-evaluation | DENY | S3 | output | I can't evaluate your specific case, estimate potential outcomes, or assess deadlines that apply to your situation. Case evaluation requires an attorney to review the facts, applicable law, and jurisdiction-specific rules. Woul… | contains: your case is worth, worth approximately, typical settlement is +17 |
| leg-no-confidential-details | ESCALATE | S3 | input | I appreciate you sharing details, but for the protection of your case, sensitive information should be discussed directly with an attorney rather than through this chat. Attorney-client privilege may not extend to this conversa… | contains: here's what happened, let me tell you what happened, the details of my case +19 |
| leg-no-document-preparation | DENY | S3 | output | I can't draft, prepare, or provide templates for legal documents. Document preparation for your specific situation constitutes the practice of law and must be handled by a licensed attorney. Would you like to schedule a consult… | contains: here is a draft, here's a template for, sample contract +18 |
| leg-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with someone who can address this directly. If your concern involves missed deadlines or representation issues, it's important that we address this promptly. A team member will foll… | contains: speak to manager, talk to manager, file a complaint +18 |
| leg-consultation-escalate | ESCALATE | S2 | input | I'd be happy to connect you with our team to schedule a consultation. A staff member will reach out to discuss your situation, our practice areas, and next steps. | contains: schedule a consultation, book a consultation, free consultation +21 |
| leg-disclaimer | DISCLAIMER | S2 | output | contains: attorney, lawyer, legal +24 |
Hard limits
The boundaries Fred holds, no matter how a visitor asks.
- Never give legal advice or recommend a course of action
- Never evaluate a case, estimate its value, or assess a deadline
- Never draft, prepare, or template a legal document
- Keeps confidential case details out of chat and routes them to an attorney
Your custom rules
Layered on top of the pack, unique to your firm. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that have nothing to do with your firm
- WARNbefore anyone shares confidential case details in chat
- LOGwhen a caller asks about a specific attorney or matter
These industry rules stack on top of the always-on baseline, your region’s privacy and attorney-advertising rules, and macro overlays. See how the guardrail layers work
Know which lead to call back first.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The active probate matter and the ready-to-engage family get routed before the general question, so your team handles time-sensitive estates first.
Estate planning questions.
Will Fred draft a will or trust?
No. Drafting any legal document is the practice of law and requires an attorney. Fred shares general information and routes the engagement to your team. That boundary is enforced in code before Fred ever speaks, not suggested in a prompt a clever question can talk around.
Can Fred give estate or tax advice?
No. Advice on a specific estate, trust, or tax situation requires an attorney. Fred captures the engagement and books your team.
Does it handle probate matters?
Fred answers general process questions and routes time-sensitive probate matters to your team fast, while contested estates and advice go to an attorney.
Can it book consultations?
Fred captures the lead and routes or books the consultation in seconds. Direct calendar booking depends on the scheduling tools you already run. Our training videos show you how to connect them, or you can add a paid setup.
Answer every family. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.