The Dropout-Proof Intake Infrastructure Built for Estate Planning Attorneys
Helping estate planning attorneys turn every inquiry into a booked consultation and eliminate the 72-hour dropout window
Even if your intake is chaotic, staff-dependent, or buried in your inbox — we build and run the entire Conversion OS for you.
Most Estate Planning Firms Lose Clients Before the Consultation
Slow intake response
Leads cool off within minutes. If you aren't first, you're forgotten.
Manual follow-up
Relying on staff memory is the #1 cause of revenue leakage.
Staff bottlenecks
Intake stops when your team is busy, on lunch, or out for the day.
Seminar leakage
Attendees vanish in the gap between the event and the invite.
No-show loss
Lack of pre-consultation value leads to high ghosting rates.
Invisible pipeline
No clear data on who is dropping out or why they left.
"You’re not losing clients at the consultation —
you’re losing them in the 72 hours before it."
What Changes When Your Firm
Becomes Dropout-Proof
Instant Response Engine
Engage every lead in seconds. Capture intent while it's at its peak.
No-Lead-Left-Behind
Automated multi-channel follow-up that persists until they book.
Pipeline Memory
A digital brain for your firm that never forgets a prospect or attendee.
Show-Up Maximizer
Pre-consultation nurturing that builds authority before you meet.
The Dropout-Proof Conversion OS™
Instant Capture & Response
Immediate SMS/Email engagement the second a lead hits your system.
24/7 Intake Engine
Automated qualification and scheduling that works while you sleep.
Visual Intelligence
Real-time dashboard showing exactly where every dollar is in your pipeline.
Optimization Loop
Continuous refinement of messaging to maximize consultation rates.
Your CRM Stores Leads — The OS Converts Them
Traditional CRM
- ✕ Stores Data
- ✕ Tracks History
- ✕ Records Activity
- ✕ Logs Calls
Conversion OS™
- ✓ Responds Instantly
- ✓ Converts Prospects
- ✓ Follows Up Automatically
- ✓ Books Consultations
Proven Results for Estate Firms
"We used to lose half our seminar leads in the follow-up shuffle. Now, the OS handles it all without us lifting a finger."
"Our calendar is consistently full without our intake coordinator having to chase people down for days."
"The pre-consultation sequence is a game changer. Clients show up educated, respectful, and ready to sign."
Common Questions
Will this replace my current intake staff? ↓
How long does installation take? ↓
Does this work with my existing CRM? ↓
Why This System Exists
Coming from a life insurance background, I saw firsthand how many families fell through the cracks simply because of a slow response or a missed follow-up.
When I transitioned into the legal space, I discovered a massive gap: attorneys were brilliant at law, but their intake systems were leaking revenue at every turn.
I created the Dropout-Proof Conversion OS™ to bridge that gap—ensuring that every family seeking protection actually gets the help they need, while the firm grows predictably.
Stop the Dropout Economy
in Your Firm
See your 72-hour dropout map and OS roadmap. Book your free analysis call today.
Book Your Free Dropout Analysis CallWe only onboard a limited number of firms per month due to managed delivery.