Most agencies say "pay us and we'll build something."
We flipped the script. Book a call and we'll show you the AI-powered fiduciary-grade intake system we already built for estate planning attorneys — before you pay a dime.
No obligation. No pitch deck. Just proof.
✦ You spend $2,000–$5,000/month on Google or Facebook ads
✦ You generate 15–20 leads/month
✦ 40% go unanswered (voicemail, missed forms, slow follow-up)
✦ That's 6–8 lost leads every month.
At an average $5,000 estate plan:
👉 $30,000–$40,000 per month gone.
The truth:
Your marketing is working.
Your intake system is broken.
Struggling Solo
👉 You don't need more leads. You need faster capture.
Overwhelmed Firm Owner
👉 You need complete infrastructure — intake, drafting, visibility.
Referral-Dependent Veteran
👉 You need a lead generation safety net that runs without you.
Every agency says:
"Pay us, trust us, we'll build something."
We flipped that.
Before you ever get on the call, we've already built the intake infrastructure specifically for estate planning attorneys.
You're not paying for a promise.
You're paying to activate a system that already exists.
Nothing changed except intake.
Every call, form, and click captured 24/7
AI screens for real estate planning intent
Qualified leads routed instantly
SMS + email until they respond
Full visibility, zero manual work
| Component | Included |
|---|---|
| AI Fiduciary Appointment Setter | ✓ |
| Real-Time Routing & Follow-Up Engine | ✓ |
| Compliance Fortress (Drafting Accelerator) | ✓ |
| Content Generation Engine | ✓ |
| Ad Creative Suite & Campaign Setup | ✓ |
| Control Tower Dashboard | ✓ |
| CRM Integration (MyCase, Clio, PracticePanther) | ✓ |
| 90-Day Post-Launch Optimization | ✓ |
Options & Pricing Discussed on Your Call
We'll match the right solution to your firm's size, goals, and budget.
Within 90 days of go-live, your system will generate 6–10 qualified estate planning leads per month, or we continue optimizing at no additional cost.
If we still don't reach that range?
👉 Full refund of your implementation fee.
You assume zero risk.
No. We build fiduciary-grade intake infrastructure — not ads and retainers.
Yes. We plug into MyCase, Clio, PracticePanther, and what you already use.
We offer multiple options based on your firm's size and goals. Pricing and the right fit are discussed on the call — no pressure, just clarity on what makes sense for you.
7–14 days from activation, depending on the option you choose.
No. It sounds like a trained intake specialist — available 24/7.
We take on 4 new firms per month — each implementation gets dedicated attention, no shortcuts.
If a slot is available and you're a fit, we'll invite you to activate the system.