Probate Law Intake | Book Your Strategy Call
For Probate & Estate Law Firms

Stop Losing High-Value Cases
to Slow Follow-Up
and Missed Referrals

A structured intake system designed specifically for probate and estate settlement services so every qualified lead reaches your calendar before they call someone else.

24hrs
Average response window
before a lead goes cold
Improve Response
More bookings with
automated follow-up
100%
Focused on
Probate & Estates
Request Your Free Strategy Call

Complete the form below to request your strategy call.

No obligation. Confidential. Structured specifically for small law firms.
The Problem

Most Probate and Estate Settlement Services Are
Leaving Cases on the Table

Not because the cases aren't there. Because the intake process isn't structured to capture and convert them consistently.

  • 01
    Leads reach out then go silent
    Estate referrals are time-sensitive. Without a fast, structured follow-up, qualified contacts book with the next firm they find.
  • 02
    No qualification before the call
    Clients are intimidated by consultation fees and attorneys waste 30-minute consultation calls on leads that were never a fit. Time that could go to billable work.
  • 03
    Referral partners feel neglected
    Without organization, there's no consistent touchpoint. Referral sources quietly move on to firms that follow up professionally.

"We were getting referrals but couldn't keep track of them. By the time we followed up, they'd already retained someone else."

Managing Partner, Mid-size Probate & Estate Firm
What We Build

A Professional Orgnaized Intake System,
Built for Your Firm

One clean, connected system from first touch to booked consultation.

Conversion-Focused Landing Page
A single, professional page designed around one goal: To build you are structured intake system without friction.
Lead Qualification Form
A short, structured form that filters for firm size and case volume so you only speak to contacts worth your time.
Instant Appointment Booking
The moment a contact submits the form, they land on your calendar. No back-and-forth emails. They book while interest is highest.
Automated Follow-Up Sequences
Email and SMS follow-up fires automatically for anyone who fills the form but hasn't booked yet. No manual chasing required.
CRM Pipeline & Tracking
Every contact flows into a visual pipeline — New Lead, Qualified, Booked, Closed.
Professional Credibility by Design
The entire system is built to reflect the standard of a firm that serious law practices trust — not a generic template.
How It Works

From Cold Outreach
to Booked Consultation

1
They land on the page
Your outreach — cold email, LinkedIn, referral — directs them to a clean, credible landing page built specifically for probate and estate law firms. First impression matters.
2
They fill the qualification form
A short six-field form captures their firm name, contact info, and case volume. Only firms that match your criteria move forward — no wasted calls.
3
Instant redirect to booking
After submitting, they go directly to your calendar and book a time. The redirect happens automatically — no extra steps, no drop-off window.
4
Automated follow-up kicks in
If they don't book right away, a 3-step email and SMS sequence follows up automatically over the next 48 hours — keeping the conversation open without any manual effort from you.
5
Booked call, confirmed and reminded
Once booked, the system sends a confirmation email, a 24-hour reminder, and a 1-hour SMS reminder. They show up prepared. You show up knowing they're qualified.
Get Started

Ready to Fill Your Calendar
With Qualified Firms?

Request your free strategy call today. We will review your current intake process and show you exactly what a structured system looks like for your niche.

Request My Free Strategy Call

No obligation  ·  Takes less than 2 minutes

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