Estate planning & family law firms
Every new client inquiry answered, followed up, and booked.
We test how your firm handles a new inquiry, then show you exactly where callers drop off before a consult gets booked.
The problem
Good inquiries go cold in the first hours.
Calls go to voicemail after hours
Prospects call evenings and weekends, when no one is at the desk. Most don't leave a message, and the ones who do rarely get a callback the same day.
Web forms wait hours for a reply
A form submission feels like a commitment to the person who sent it. By the time anyone reads it, they've already contacted another firm.
Quiet prospects never get a second try
One attempt, then silence. Most bookings happen on the second or third touch, the follow-up that never comes.
How the free intake test works
We experience your intake the way a prospect does.
We contact your firm like a real prospect
By phone, through your web form, and by email. The same three doors a prospective client would try.
We time every reply and follow up
How fast, how warm, how complete. We note every attempt to reach you, and every place the conversation stalls.
You get a one-page report and a walkthrough
A plain-language summary of what worked and where prospects drop off, plus a 15-minute call to go through it together.
Who it's for
Built for small estate planning and family law firms and the people who run their intake.
Estate planning and family law firms with 1 to 10 lawyers, practices big enough that intake matters every day, small enough that it's handled between everything else.
And the paralegals and office managers who run intake: the test gives you an outside view of what's working, so you can fix the gaps without guessing.
FAQ
Common questions
Is this a sales pitch?+
No. The test is an honest assessment of how your intake performs today. You get the report whether or not you ever work with us, and we won't call you repeatedly afterwards.
What do you need from us?+
Only what a real prospect could find on their own: your public phone number, web form, and email address. No software access, no changes to your systems, no staff time beyond the walkthrough call.
Does it cost anything?+
The test, the report, and the walkthrough call are free. If we spot gaps your firm wants help closing, we can talk about that separately. There's no obligation.
Who sees the report?+
You, and anyone at your firm you choose to share it with. We don't publish results or share them with anyone else.
Free intake test
Book your 15-minute walkthrough
Pick a time below. We'll run the test before we talk, so the walkthrough covers your firm's actual results.