ORIGINAL AI CHARACTERLegal & finance · In developmentMeet Elise.
Meet Elise.
Estate administration assistant.
Guides families through a firm-approved administrative checklist with a patient tone and an organized staff handoff.
Gentle, attentive, discreetA focused set of responsibilities
- Explain the firm’s administrative process
- Organize document-request questions
- Prepare a staff callback brief
Where the role stops
No inheritance decisions, probate advice, valuation, asset transfers, or promises about timing and outcomes.
The personality is ready.
The workflow is built with you.
This role is a product concept with an interactive scripted preview. Join the waitlist to help shape its first tested workflow. Each character includes a personality prompt and language-specific voice presets. Voice conversations become available after the owner connects the API. Live video and business actions require their own integrations.