Founding Beta · 20 seats · Web assistant in beta
An executive assistant built for agents.
Legacy AI handles the planning, scripts, follow-up and marketing so you can spend your day with clients. Powered by Team Legacy. The web assistant is available now in beta; SMS texting is awaiting carrier approval.
Everything a growing agent needs, in one conversation.
Social media content engine
A week of reel ideas, three-second hooks, talking scripts and captions tailored to your niche — ready in minutes instead of a whole evening.
Niche Strategist
A guided coaching conversation that evaluates 3–5 possible niches and recommends one primary niche for you to refine.
Three Years From Now
Picture your future business and life, then approve the goals your assistant should help you reach.
30/60/90 business plan
Turn an income goal into closings, appointments, conversations and daily actions.
Your personal AI assistant
Scripts, follow-up, objection handling and reminders — it remembers your market, goals and style.
Private by design
Your conversations and reflections stay in your account. Nothing is sold or shared for marketing.
Available now in the web beta
AI assistant chat, Niche Strategist, Three Years From Now, 30/60/90 plan, social media scripts and captions, avatar video scripts, in-app reminders, and built-in contacts (every change needs your approval). Connecting your own Follow Up Boss account is in beta testing.
Coming soon — not active yet
SMS texting (awaiting carrier approval), live AI calls, Google Calendar and email, Google Sheets and other CRMs, AI avatar video creation, and posting to social media.
Spend your evenings with your family, not on your marketing.
Legacy AI takes the busywork off your plate, one message at a time.
Social media, handled
Stop staring at a blank caption box. Ask for post ideas, hooks, scripts and captions for your niche and have them in minutes — a week of content before your coffee gets cold.
Follow-up that never slips
Say "remind me to call the Johnsons Friday at 10" and it's done — your assistant pings you in the app right on time. No sticky notes, no forgotten leads. Founding members get 10 reminders a month.
Calendar & email — coming next
Google Calendar, Gmail and CRM connections are being built now, so scheduling and follow-up will happen in the same conversation. Not active yet — we'll announce it when it is.
How it works
- 1
Join
Become a Founding Member for $49 one time on Stripe's secure checkout.
- 2
Create your account
Set your password right after payment — no invite code needed.
- 3
Personalize your AI
A short interview teaches Legacy AI your market, goals and coaching style.
- 4
Use it anywhere
Open it on your computer or add it to your phone's home screen. Texting comes after carrier approval.
Founding Agent — $49 one time
Only 20 memberships. Lifetime Basic access with 100 AI exchanges a month in the web app (shared with texting once it launches) — no subscription.