Intake & Speed-to-Lead
Answer before the next firm does.
Most firms lose more consults at intake than they ever lose in ads. We build a fast, TCPA-safe follow-up path so no qualified family slips through.
What this is built to improve
- Response times built for under 5 minutes
- Lower no-show rates
- TCPA-safe messaging
What's included
- Call and text routing
- Automated + human follow-up sequences
- Consult booking flow
- TCPA consent + opt-out handling
Your CRM or ours
We work inside whatever you already use.
We keep it and optimize it
- Clio Grow, Lawmatics, HubSpot, or anything else you already pay for
- Pipelines, stages, automations, and templates rebuilt around speed to lead
- Every ad, form, and call wired into it so nothing is entered twice
We provide one and run it
- We give you a CRM as part of the system, set up for estate planning intake
- Pipelines, follow up sequences, texting, and consult booking configured for you
- Your team is trained on it and the data stays yours if we ever part ways
Either way you get one place where every inquiry lives and nothing sits unanswered.
The first five minutes
What happens the second an inquiry lands.
Under 1 minute
Automatic text and email confirm a real person is on it, with the booking link attached.
01Under 5 minutes
Call attempt and ring routing to your team, then to backup coverage if nobody picks up.
02Day 1 to 14
A polite follow up sequence across text and email until they book or opt out.
03Booked and held
Reminders before the consult to cut no shows, with reschedule handled automatically.
04Part of one system
Intake & Speed-to-Lead is one piece of the system we build and run for estate planning firms. It works alongside Google Ads and LSAs, landing pages and VSLs, and local SEO. See how they fit together on the services overview, model the return with the Growth Math calculator, or read the FAQ.
Founder-Led
Every firm we take on is run by me personally for the audit, the strategy, the set up, and the day-to-day. I'm reachable directly on Slack or text message, any day of the week. No hand offs.
Why niched wins
Focus is the unfair advantage generalist agencies can't copy.
Estate firms only
We only work with estate planning, trust, probate, and elder law firms — one per metro. Every campaign, page, and intake flow is built around how families actually search, compare, and choose counsel.
Built for how families decide
Choosing an estate attorney is a trust decision made slowly and checked carefully. Our pages, ads, and intake flows are designed for that decision — not adapted from ecommerce playbooks.
Rules built into the system
Attorney-advertising, TCPA, and fee-splitting rules are baked into our playbook — not bolted on after a bar complaint.
Built for law firms
Marketing that respects the rules you practice under.
Generalist agencies learn the hard way. We build every asset with attorney-advertising rules, TCPA, and Rule 5.4 in mind from day one.
Bar-compliant advertising
Attorney-advertising and solicitation rules change by state and practice area. Every campaign, landing page, and disclaimer we ship is built around the specific rules that apply to your firm.
TCPA-safe follow-up
Fast call and text follow-up is where most firms take on risk. Our sequences are built around express consent, easy opt-outs, and quiet-hours windows so your intake stays on the right side of the TCPA.
No fee-sharing risk
Our fee is a flat monthly subscription for service. Never a share of your fees, never a cut of signed cases — no Rule 5.4 fee-splitting exposure.
Client data kept private
Intake often captures sensitive client details. That data is stored securely, handled within applicable privacy rules, and never used without your client's consent.
Flexible team
A full growth team, or the missing pieces.
Keegan leads every account directly — one point of contact, no account managers. Behind him sits a small senior bench: paid media, SEO, CRO, intake, analytics, and compliance. The mix flexes month to month based on what moves your number next. No hiring process, no extra admin.
FAQ
Questions we hear.
No. We support and speed up what your team already does.
20 qualified consultations a month or you don't pay.
Your number, timeline, and terms are written into your agreement before you pay anything.
One firm per metro.
Find the 3 gaps costing your firm consultations.
Free. 30 minutes. No pitch deck.