Not every inquiry needs comprehensive planning. PreIntake.ai identifies clients with real asset protection needs, family complexity, and proper urgency before your staff invests consultation time.
Start Free TrialThese issues consume staff time without producing engaged clients.
Business owner, age 58, with blended family seeking comprehensive estate planning. Owns LLC worth approximately $1.2M, primary residence, and retirement accounts. Has three children from two marriages. Current documents are 15 years old and don't reflect current family structure or business interests.
Priority consultation. Complex estate with multiple planning opportunities including business succession, blended family provisions, and potential trust strategies.
Single individual, age 29, renting apartment, no children, minimal assets (car and bank account under $15,000). Seeking basic will only. Primary concern is naming beneficiary for bank account. Would benefit more from online will service or transfer-on-death designation at bank.
Needs are too simple for comprehensive estate planning services. Claimant was provided with information about online will services and advised to add transfer-on-death beneficiaries directly at their bank.
Every inquiry is assessed and routed based on planning complexity indicators.
Complex estate, family dynamics, or business interests. Priority consultation recommended.
Moderate complexity. May need additional information about assets or goals.
Simple needs better served elsewhere. Politely declined with appropriate resources.
Identifies blended families, minor children, special needs beneficiaries, and estranged relatives.
Flags outdated wills, missing healthcare directives, and documents that don't reflect current circumstances.
Identifies business interests, real estate holdings, and estates that warrant comprehensive planning.
Select Estate Planning and any other areas your firm handles.
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