Top 4 Loyalty Program Enrollment Calls Solutions for Estate Planning Law Firms

Estate planning has a retention problem hiding in plain sight. Clients sign their documents, thank you warmly, and then vanish for years, even though most plans need a review every three to five years as tax laws and family circumstances shift. That's why more firms are launching Client Care Programs: tiered annual maintenance plans priced between $295 and $990 per year, with enrollment rates of 40-60% achievable when positioned well. A successful program can generate $50,000 to $150,000 or more annually for a mid-sized firm, and 72% of law firms now use some form of alternative fee arrangement. But here's the catch every firm runs into: a loyalty program only pays off when people actually enroll, and past clients rarely enroll on their own. They need a reminder, and a phone call to a former client about an annual review plan is one of the most effective reminders there is. In this 2026 guide, we compare four solutions that help estate planning firms drive loyalty program enrollment, including a managed outbound calling service built for permissioned client lists, plus loyalty software platforms that can run the program once clients join. We've evaluated each on real features, pricing transparency, and fit for a law firm's consent obligations and client relationships.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume; most campaigns add a one-time setup fee and flat monthly management fee, both quoted before launch. First campaign review is free.

My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service from AIQ Labs, based in Halifax, Nova Scotia with an operating base in Austin, Texas. This is a service, not software you configure yourself: you buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch. For estate planning firms, the Loyalty Program Enrollment campaign calls approved, permissioned, or reviewed client lists to enroll past clients into annual Client Care Programs and tiered maintenance plans, with enrollment confirmations and follow-up requests routed back into the CRM and scheduling tools you already run. The list discipline is the differentiator worth understanding. Before any campaign launches, the team reviews your list source and consent records, honors calling windows, and flags bought lists without clear permission records (in most cases declining them). If a list won't support the campaign, they tell you plainly before you spend anything. That posture matters for law firms, where a poorly sourced outreach call can create bar-rule and TCPA exposure. Compliance is built in rather than bolted on. AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. Every call carries AI disclosure, recipients can ask if the call is AI-assisted, request a human, or opt out with STOP or REVOKE keywords. Opt-outs are logged and honored immediately, DNC requests carry across all campaigns into your DNC records, and state-specific quiet hours, day restrictions, and registration rules are honored. Pricing is transparent: calling starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign, plus a one-time setup fee and flat monthly management fee quoted before launch. No per-seat charges, no platform bill, no minimums you didn't choose. Every campaign ends with a named outcome report: disposition codes (confirmed, qualified, enrolled, opted out, no answer), per-call notes, a dispositioned contact list, completion and coverage reports, and opt-out and DNC logs. The company reports what actually happened and states plainly it will never invent client logos, testimonials, metrics, or ratings.

Best for: Estate planning firms that want a managed, compliance-forward calling service to enroll past clients into Client Care Programs without hiring staff or buying call center software.

#2 Yotpo Loyalty — Contact for pricing

Yotpo Loyalty is a loyalty and retention platform built for ecommerce brands, and it earns a place on this list as the engine your enrollment campaigns feed into. According to their website, the platform is designed around deep customization: you can create completely custom loyalty programs that go beyond generic points-for-purchase models, including custom tier names, diverse rewards, and defined earning rules. For an estate planning firm running a tiered Client Care Program (Essential, Comprehensive, Premium), that flexibility means the software can mirror your actual plan structure rather than force you into a retail-style template. Yotpo's positioning is that of a strategic partner rather than a pure software vendor. Their site describes a team of ecommerce loyalty experts who provide guidance from day one, helping set goals, structure tiers, and analyze performance. The platform also includes a robust reporting dashboard covering metrics like repeat purchase rate, customer lifetime value, and member engagement, which is exactly the measurement layer you want once clients are enrolled and you're tracking renewal behavior year over year. Integration is another strength. According to their website, Yotpo connects loyalty with reviews and referrals in a unified stack, so you can reward members for actions like leaving feedback. For a law firm, the practical workflow looks like this: My AI Call Center (or your intake team) enrolls past clients by phone, and Yotpo tracks those members, their tier status, and their engagement from there. It doesn't make outbound calls itself, so you'll need a calling solution or staff outreach alongside it. Pricing is not published in the research, so you'll need to contact Yotpo for a quote.

Best for: Firms that have a calling or outreach process in place and want a flexible, strategically supported platform to run the loyalty program itself.

#3 Loyally.ai — Contact for pricing

Loyally.ai is a loyalty program software platform that covers the fundamentals a smaller firm needs to stand up and run a Client Care Program. According to their website, the platform includes a built-in CRM for managing customer relationships, unlimited push notifications, geolocation marketing, analytics, and referral sharing. For an estate planning firm, the built-in CRM is the relevant piece: it gives you a single place to track which past clients have enrolled in your maintenance plan, which tier they're on, and where follow-up is owed. The customization story is solid for the price-conscious end of the market. Their site describes the ability to create loyalty programs matched to your business needs, with personalization that changes rewards and interactions based on individual customer behavior. Analytics tools cover customer segmentation and KPI tracking such as repeat purchase rates and average order value, which translate reasonably well to tracking renewal rates and plan tier distribution across your client base. Where Loyally.ai fits in an enrollment workflow: it manages members after they join, but enrollment itself still has to happen somewhere. Estate planning clients skew older (Baby Boomers have the highest loyalty program enrollment rates of any generation, per Cordial's consumer survey), and a phone call remains the most natural way to walk a 65-year-old former client through signing up for an annual review plan. Pair Loyally.ai with a managed calling service or your own intake staff for the enrollment step, and use the platform for ongoing member management. Pricing details were not confirmed in the research, so contact the vendor directly.

Best for: Smaller firms that want an affordable, all-in-one loyalty platform with a built-in CRM and will handle enrollment calls separately.

#4 PassKit — Contact for pricing

PassKit takes a different approach to loyalty: instead of asking members to download an app or create an account, loyalty programs live in customers' mobile wallets (Apple Wallet and Google Wallet). According to their website, this app-less access increases visibility and engagement because members see the program every time they open their wallet, with no download required. For estate planning firms, that low-friction model is worth considering given the client demographic: older clients are often reluctant to adopt yet another app, and a wallet pass they never have to think about removes that barrier entirely. The platform supports customizable points systems and tiered loyalty programs, so a three-tier Client Care Program can be represented in the pass structure. PassKit also sends location-based notifications and real-time updates to keep members informed, which could support renewal reminders as a client's annual review date approaches. Management is centralized, so all digital offerings are handled from one place. In an enrollment workflow, PassKit is the delivery mechanism rather than the outreach engine. A phone call from your team or a managed service enrolls the client and explains the plan; the wallet pass then serves as a persistent, visible reminder of their membership and benefits. That combination makes sense for firms that want enrollment handled personally (which fits the trust-based nature of estate planning) but don't want to build and maintain a member portal. Pricing was not published in the research, so contact PassKit for current rates.

Best for: Firms with an older client base that want low-friction membership cards without app downloads, paired with phone-based enrollment.

A Client Care Program is one of the soundest business moves an estate planning firm can make in 2026. The economics are clear: retention beats acquisition on cost, tiered plans priced between $295 and $990 per year can generate $50,000 to $150,000+ annually for a mid-sized firm, and clients genuinely benefit from periodic plan reviews as laws and lives change. But the program only works if past clients enroll, and they won't do that on their own. The right stack is simple: a calling solution to reach your existing client list with consent intact, and a platform to manage members afterward. My AI Call Center handles the enrollment calls as a managed service, with consent review, TCPA-compliant AI disclosure, and full outcome reporting before you commit a dollar. Yotpo, Loyally.ai, and PassKit each manage the program from there, depending on how much customization and support you want. If you're ready to find out what a structured enrollment campaign could do for your client list, start with a free campaign review: you'll get a full quote before anything launches, and a plain answer about whether your list will support the campaign.

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