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 estate planning practices
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
Own the practice. Rent the team.
Your client list, your referral partners, your matter notes, your drafts — yours, always, on your own accounts. The monthly rents the AI team that works them. Leave, and you keep everything they built.
- Every contact, matter note, and draft exportable 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 advisor.
- Your full AI team + boardroom
- Overnight drafting + nightly prospecting
- Practice dashboard + compliance layer
- 500 Studio credits/mo
- One person
Most popular
Operator
$997
/ month
For the growing firm.
- Everything in Founder, for your whole team
- AI Ad Manager— your AI builds, launches & optimizes your paid ads (Meta/Google); new leads flow into your pipeline & follow-up
- Your own SMS line for client follow-up
- 1,500 Studio credits/mo
- 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 and Privacy Policy.
“I spent twenty 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