My-Legacy.ai
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About
My-Legacy.ai provides a generative AI-powered conversational assistant tailored for estate planning firms. This innovative platform helps businesses, especially estate attorneys, enhance their marketing strategies and connect with prospective clients effectively. My-Legacy.ai answers clients' questions, pre-qualifies leads, and simplifies the booking process, allowing firms to focus on high-value prospects. Its features include customizable chatbot interactions, comprehensive metrics, and smart prospect categorization—all designed to improve user experience and streamline lead management. The service ensures compliance with regulatory standards while offering innovative digital estate planning services. Furthermore, it prides itself on secure data handling and provides ongoing support and training for users.
Platform
Features
• secure data handling
• generative ai-powered conversational assistant
• customizable chatbot interactions
• smart prospect categorization
• comprehensive reporting and metrics
FAQs
What Is My-Legacy AI Agent for websites?
My-Legacy AI Agent is a generative AI powered conversational AI agent for your website. This AI agent engages with your visitors, understands their needs and offers them relevant services.
What makes My-Legacy.ai different from other chatbots?
Our solution utilizes Generative AI to provide personalized estate planning guidance. Our AI Agent is specifically trained on the estate planning domain and the customer acquisition methodology is tuned by estate attorneys.
How secure is the data handled by My-Legacy.ai?
Unlike many other chatbot services that don’t disclose their location, we are a US based company and the customer and client data resides within the US borders.
Can My-Legacy.ai help with regulatory compliance?
Yes, our platform is designed to meet regulatory standards, helping you maintain compliance while offering innovative digital estate planning services.
How can My-Legacy.ai increase my revenue?
Our AI-powered platform pre-qualifies leads, ensuring you only engage with high-value prospects, reducing unproductive consultations and cancellations.
How does the AI engine help with client engagement?
Our AI engine interacts with your website visitors, gathers necessary data, categorizes prospects, and schedules high-priority consultations, streamlining your workflow.
What kind of support and training do you offer?
We provide comprehensive onboarding, ongoing support, and training to ensure you and your staff can fully leverage our platform’s capabilities.
Are there any subscription fees or hidden costs?
Our pricing is transparent, with options for monthly subscriptions based on the chat engagements on your website, irrespective of your practice’s size.
How can I get started with My-Legacy.ai?
Schedule a demo through our website to see how our platform can transform your estate planning practice.
How quickly can I see results after implementing My-Legacy.ai?
Attorneys typically see improved efficiency and client engagement within the first few weeks of using our platform. You will have real-time access to the chats, metrics.
Can My-Legacy.ai handle multilingual client interactions?
Coming soon. Our platform will support multiple languages, enabling you to serve a diverse client base effectively.
How do I integrate this chat engine?
Integration is very simple and no coding skills are required. We will give you a URL to integrate with your website.
Can I customize the chatbot?
Yes, you can set your color scheme, logo and configure welcome messages. You have total control on how the chatbot engages with your visitors.
Do I need to install anything on our website?
No. There’s nothing to install. We will give you a URL that will launch the chatbot on your chosen webpages.
Pricing Plans
Monthly Subscription
Free Plan• Transparent pricing
• No hidden costs
• Monthly subscription based on chat engagements
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