It never practices law — you do.
The team drafts communications only: follow-ups, check-ins, thank-yous. Never legal advice, never legal instruments.
An AI team for insurance & estate planning professionals
You protect families for generations.
Your follow-up shouldn’t die in a week.
SyncGrid Legacy is software that gives your practice a team of AI assistants. It watches your matters and relationships, and drafts the chasers, check-ins, and thank-yous you’d write if you had the time — in your voice, held for your approval. It never practices law. You do.
It never practices law — you do. Nothing sends without your approval.
Demo workspace with made-up names and numbers. Your real one opens with Sign in.
The guardrails
Built for a profession where trust is everything.
Three rules, fixed by design. They are the reason an estate practice can let a team like this near its clients at all.
Nothing sends without your approval.
Every outbound message waits in your queue for an explicit yes. Approval is the send button.
It cannot read your inbox.
Google-verified minimal permissions: it can send what you approve and manage calendar events — nothing more.
Proof
An estate planner, in his own words.
A real customer. Nothing here is written for him.
“SyncGrid completely transformed the way I run my business. It honestly feels like having an entire support and strategy team built into a single platform. Since implementing SyncGrid, I’ve saved countless hours every week and gained confidence that my business systems are operating at a much higher level.”
Michael Parker
Founder, LegacyPath Estate Planning
Every week
Every matter, followed through.
Not reminders. Finished drafts, in your voice, held for a five-minute approval pass.
Engagement letter · chased
The Whitfield trust
Letter out 9 days · opened once, unsigned
“Margaret — no rush at all on the engagement letter; I know the last few weeks have been full. If anything in it deserves a second look, call me and we’ll walk through it together. Whenever you’re ready, we’re ready.”
Stale plan · review invite
The Sanchez family
Plan signed 2019 · last touch 14 months ago
Why: kids grown, business sold, 2019 plan. Next: review invite drafted in your voice, with three open slots from your calendar.
Review dueInvite ready
Referral partner · thanked
Dana Cole, CPA
Referred the Ortiz family · Tuesday
“Dana — thank you for sending the Ortiz family our way. They’re in good hands, and I’ll keep you in the loop where I can. Grateful to have you in our corner.”
ApprovedSends 9:00 AM
Demo workspace with made-up names and numbers. Your real one opens with Sign in.
The deal, plainly
Month to month. No lock-in.
Your client list, your referral partners, your matter notes and your drafts are yours. The monthly rents the AI team that works them. Download it all any day from Settings, and cancel any time.
- Download your client list, matter notes and drafts any day
- Google-verified minimal permissions — it sends what you approve, nothing more
- Month to month. No lock-in, by design.
Pricing
Simple pricing. No lock-in.
Month-to-month, cancel anytime. Every plan includes two business profiles.
Founder
$497
/ month
For the solo practice.
- Your full AI team + boardroom
- Overnight drafting + nightly prospecting
- Practice dashboard + compliance layer
- 500 Studio credits/mo
- One person
Operator
$997
/ month
For the growing firm.
- Everything in Founder, for your whole team
- Your own SMS line for client follow-up, set up with Joey
- Add agent seats for your team — $125/mo each
- Priority support + onboarding
Built for teams
Talk to us
For large & multi-office practices.
- Large & multi-office practices
- Custom setup for your practice
- Volume seats, pilots & onboarding
Billed monthly · cancel anytime. By subscribing you agree to our Terms, Privacy Policy, and Refund Policy. No refunds.
Questions
Plain answers.
Short answers to what people ask before a walkthrough. Everything here is also on this page.
- What is SyncGrid Legacy?
- SyncGrid Legacy is software that gives an insurance agency or estate planning practice a team of AI assistants. It watches your matters and relationships and drafts the chasers, check-ins, and thank-yous you would write if you had the time, in your voice, held for your approval. Founder is $497 a month, Operator is $997 a month, month to month.
- Does it practice law or draft legal documents?
- Never. Legacy drafts client and referral-partner communications only. It does not give legal advice and it does not draft legal instruments. You practice law. It keeps the follow-up from dying.
- Can it send anything without my approval?
- No. Every outbound message waits in your queue for an explicit yes, and that rule is enforced in the software.
- Do I need Gmail?
- A Google account, yes. Your AI team sends what you approve and manages your calendar from your own Google account, Gmail or Google Workspace, with Google-verified minimal permissions. You can sign in with any email address, but the email and calendar work runs through Google. If your business email lives somewhere else, such as Microsoft 365 or a web host's mailbox, SyncGrid is not a fit for you today.
- What kinds of follow-up does it handle?
- Engagement follow-through after a consult, trust-funding checklists, resurfacing stale plans for review, and keeping referral partners such as advisors and CPAs warm. Each one arrives as a finished draft for a five-minute approval pass.
- Is a real practice using it?
- Yes. Michael Parker, founder of LegacyPath Estate Planning, runs his practice on it. His words are on this page, unedited.
- Who owns the data, and what happens if I leave?
- You do. Plans are month to month with no lock-in. Download your client list, matter notes, and drafts any day from Settings, as one file or a contacts CSV.
“I spent twenty-one years building businesses and could never crack the follow-up — the leads I met and lost, the relationships that went quiet. I didn’t need another tool. I needed a team. So I built the team I needed — and then I built it for you.”
Joey Jones
Founder, SyncGrid LLC · Texas