Convert every lead from any channel
Calls, web forms, chat, and email—your AI front office handles intake 24/7. Qualify prospects instantly, book consultations automatically, and nurture leads until they're ready.
Capture every lead. Convert more clients.
Every channel covered
Phone calls, web forms, chat widget, emails—your AI front office captures estate planning inquiries from every source.
Qualify and intake instantly
AI asks the right questions: family situation, assets, urgency. Know if they're ready to move forward.
Book consultations 24/7
Qualified prospects book directly into your calendar. AI schedules the right meeting type based on their needs.
Nurture leads automatically
AI follows up with prospects who aren't ready yet. Drip campaigns, reminders, and re-engagement—all automated.
See how Breezy handles intake across channels
"We just had our first grandchild and realized we never set up a trust. Can we schedule a consultation?"
AI instantly responds to form, captures their situation and planning needs, then books a consultation for later this week.
"My financial advisor referred me. I need to set up an estate plan but I don't know where to start."
AI chat captures the referral source and their situation, answers initial questions, and books a consultation.
"I submitted a form months ago about estate planning. Finally ready to move forward now."
AI nurture sequence re-engages the lead, confirms their situation and needs, and schedules a consultation.
The math is simple
One new estate plan pays for Breezy for a year. Win more clients from every channel.
Works with your existing tools
Breezy connects with the software estate planning attorneys already use. We handle the setup and customization for you.
One platform, built for growth
AI receptionist, CRM, and automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Website Chat
AI chat widget embeddable on any website
Multi-Channel AI
AI responds on WhatsApp, Facebook, Instagram, Email & more
Lead Forms
Capture and qualify leads from your website
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work with your AI anywhere
