Never Lose a Lead.
Ever Again.
Z5 OS is a done-for-you lead capture and follow-up system installed directly into your probate practice. Calls, forms, and ads — every lead is captured, nurtured, and booked automatically. You don't build anything. We install it.
Trusted by probate attorneys who refuse to let leads slip away
Your leads are falling through the cracks — and you don't even know it.
A family dealing with probate fills out your form at 9 PM. No one responds until the next morning. By then, they've already called another firm. Intake is manual, no one on staff owns the follow-up process, and leads from calls, your website, and ads have no single system tracking them. Studies show 78% of clients hire the first attorney who responds.
We install it. It runs.
You practice law.
Lead Comes In
From a phone call, website form, or paid ad — Z5 OS captures the lead instantly across every channel.
Instant Response
Within seconds the lead gets a personalized response. No waiting, no missed window, no manual effort.
Automated Nurture
Z5 OS follows up persistently — emails, texts, reminders — until the lead books a consultation or opts out.
Booked & Routed
The lead books directly on your calendar. The right attorney gets notified instantly via smart routing.
A complete lead system —
not a template, a working machine
Z5 OS gets installed directly into your practice. You don't learn software or build anything — you get a turnkey lead system that captures from every channel and runs on autopilot.
Multi-Channel Lead Capture
Phone calls, website forms, and paid ads — every lead source feeds into one system. Nothing gets missed.
2 Custom Intake Forms
Purpose-built intake forms designed for probate cases that capture the right information upfront.
2 Lead Pipelines
Visual pipeline stages so you always know where every lead stands — from new inquiry to booked consultation.
8 Automated Workflows
Instant response, follow-up sequences, booking reminders, internal alerts, and more — all running 24/7.
Smart Notification Routing
The right attorney or staff member gets notified at the right time — configured via your custom routing rules.
Automated Booking
Leads book consultations directly onto your calendar. No phone tag, no back-and-forth.
Follow-Up Sequences
Persistent, professional nurture sequences that follow up until the lead books — or opts out. No lead forgotten.
Full CRM Configured
A complete CRM installed and configured — contacts, pipelines, automations, and reporting. Ready to use day one.
24/7 Autopilot
The entire system works around the clock with zero manual effort. Your intake never sleeps, even when you do.
Without Z5 OS vs. With Z5 OS
Without Z5 OS
- Leads from calls, forms, and ads have no single system
- Intake is manual — no one on staff owns follow-up
- Potential clients call your competitor while you sleep
- No automated follow-up — leads fall through the cracks
- You don't know how many leads you're actually losing
With Z5 OS
- Every channel — calls, forms, ads — captured in one CRM
- 8 automated workflows handle intake and follow-up for you
- Instant response ensures you're the first attorney they hear from
- Smart nurture sequences run 24/7 until they book or opt out
- Your team focuses on practicing law, not chasing leads
One system. Simple pricing.
One-time setup fee to build and install your system, plus a monthly subscription that includes 24/7 support from our team. No hidden fees. Cancel anytime.
We're accepting a limited number of firms at a free first month to build our initial case studies. Once spots are filled, standard pricing applies.
Solo
Solo Probate Practitioners
- Full CRM installed & configured
- 1 intake form
- 1 lead pipeline
- 4 automated workflows
- Instant lead response
- Automated follow-up sequence
- Calendar booking integration
- Smart notification routing
- 24/7 support
Firm
Small Probate Firms (2–10)
- Everything in Solo
- 2 intake forms
- 2 lead pipelines
- 8 automated workflows
- Multi-attorney lead routing
- Advanced nurture sequences
- Lead scoring & priority alerts
- Monthly performance reports
- Priority 24/7 support
Enterprise
Multi-Location Firms (10+)
- Everything in Firm
- Unlimited intake forms & pipelines
- Custom workflow builds
- Multi-location support
- Dedicated account manager
- Quarterly strategy reviews
- White-glove onboarding
All plans include 24/7 direct support. No long-term contracts. Cancel anytime.
Common questions
What exactly gets installed?
A full CRM with lead pipelines, intake forms, automated workflows, notification routing, follow-up sequences, and calendar booking — all configured and ready to run. This is not a template. It's a working system built for your practice.
How long does setup take?
Most firms are fully operational within 3–5 business days. We handle every aspect — form design, workflow logic, pipeline setup, calendar integration, and testing.
Do I need any technical knowledge?
None. Z5 OS is done-for-you. We install and configure the entire system inside your practice. You don't learn software or build anything — you just practice law.
What lead sources does it capture from?
Phone calls, website forms, and paid ads. Every channel feeds into one CRM so no lead falls through the cracks, regardless of how they found you.
What happens after a lead comes in?
They receive an instant personalized response within seconds. The system then follows up with automated nurture sequences — emails, texts, reminders — until they book a consultation on your calendar.
Will this work with my existing website?
Yes. We integrate with your current site and tools. Whether you're on WordPress, Squarespace, or another platform — intake forms and tracking get embedded seamlessly.
What kind of support is included?
Every plan includes 24/7 direct support. If something needs adjusting, breaks, or you want changes — we handle it, usually within hours.
Can I cancel anytime?
Yes. No long-term contracts. We earn your business every month with results, not by locking you in.
Stop losing probate leads.
Start closing cases.
Book a free 15-minute demo. We'll walk you through exactly how Z5 OS works for probate practices — and show you how many leads you're currently losing.