Recover the clients you’re already paying to acquire.
Estate Lead Rescue helps estate-planning firms follow up with unbooked inquiries, re-engage eligible old leads, and measure how much revenue their intake process is leaving behind.
Works alongside your existing intake stack. No CRM replacement required.
New Lead
Website inquiry received
Not Booked
No consultation scheduled
Rescue Active
Firm-approved follow-up begins
Consultation Booked
Prospect returns to your team
Recovered Revenue
+$2,500 estimated matter value
Your firm may not have a lead problem. It may have a follow-up problem.
Estate-planning firms spend thousands generating prospective clients. Then someone reaches out — and the conversation quietly stalls before it ever becomes a consultation.
Estate Lead Rescue attacks the gap between “interested” and “scheduled.”
Illustrative intake funnel
Illustrative example. Actual conversion rates vary by firm and market.
You generate the lead. We help recover it.
A prospect contacts your firm.
Keep using your website, ads, phone system, CRM, scheduling tools, and existing intake process. Nothing changes on your end.
Estate Lead Rescue watches for drop-off.
When an eligible prospect fails to complete the intended next step, the appropriate rescue workflow can begin — using firm-approved messaging and configured rules.
Interested prospects return to your intake team.
Once someone books, opts out, or needs a person, automation stops or routes them appropriately. Your team closes the loop.
10:14 AM
Sarah submits consultation form.
10:16 AM
Scheduling link presented.
3:00 PM
No consultation booked.
3:05 PM
Approved rescue workflow begins.
Next day
Prospect receives appropriate follow-up.
10:42 AM
Consultation booked.
10:43 AM
Automated rescue stops.
Stop letting yesterday’s website leads become tomorrow’s forgotten spreadsheet rows.
When a new inquiry doesn’t book a consultation, Estate Lead Rescue triggers a firm-approved follow-up designed to bring the prospect back into your intake process — and stops the moment they book, opt out, or need a person.
- Identifies new inquiries that haven’t booked
- Uses firm-approved messaging and configured rules
- Stops automatically on booking, opt-out, or escalation
Your next client may already be sitting in your database.
How many people contacted your firm during the last few years but never became clients? Your firm already paid to attract many of them. Estate Lead Rescue helps identify appropriate re-engagement opportunities and route interested prospects back to your team.
Illustrative reactivation funnel
0
Historical inquiries
0
Potentially eligible for review
0
Interested prospects returned to intake
Software is an expense. Recovered clients are revenue.
Adjust the numbers below to see what recovering a fraction of your unbooked and lost leads could be worth. Every figure is estimated and illustrative.
Estimated monthly impact
27
Leads currently lost
6.7
Potential rescued consultations
4
Potential additional clients
25.3×
Estimated ROI multiple
$10,125
Estimated annual: $121,500
Estimated and illustrative. Actual results depend on your firm’s lead volume, intake process, and market. Not a guarantee.
Visibility and control, without the analytics overload.
See exactly where prospects are in the recovery process — and how much revenue your intake process is bringing back.
0
New Leads
0
Booked
0
Needed Follow-Up
0
Recovered
0
Retained
$0
Est. Recovered Revenue
Lead Recovery Funnel
14 min
Avg. first-response time
6 recovered
This month
Leads Needing Attention
Google Ads · last contact 2 days ago
Follow-up #2 tomorrow
Referral · last contact 5 hours ago
Reminder in 18h
Website Form · last contact 1 day ago
Escalated to intake
Seminar · last contact 3 days ago
Final follow-up
Revenue attribution: estimated value shown per recovered client, based on firm-supplied matter values.
Dashboard values shown are illustrative examples for demonstration purposes.
Don’t replace your systems. Make them work harder.
Estate Lead Rescue is designed to connect with the firm’s existing workflows rather than force a new operating system on your team.
Not generic lead automation. Built around estate-planning intake.
We understand that legal intake requires more care than an online shopping cart. Estate-planning prospects behave differently — and follow-up should reflect that.
They need time to decide.
Estate planning is rarely an impulse purchase. Prospects often need weeks, not minutes.
A spouse or family member is often involved.
Decisions get made together. Follow-up needs to respect that, not rush it.
They're comparing firms.
Prospects may contact more than one firm before deciding who to trust.
They intend to schedule — then forget.
Life gets in the way. A thoughtful nudge is often all it takes.
Once you’ve fixed lead leakage, there’s more revenue to recover.
No-Show Rescue
Confirmation, reminders, and easy paths to reschedule consultations.
Fewer wasted consultation slots.
Review Engine
Firm-defined milestones trigger review requests and approved follow-up.
More reviews and stronger local credibility.
Referral Engine
An easier process for happy clients and partners to send prospects your way.
More referrals.
Call Intelligence
Summarizes and categorizes intake calls, surfacing missed follow-up.
Better intake performance.
Lead Response Dashboard
See response speed, booking rate, and where follow-up breaks down.
Accountability and visibility.
Educational Follow-Up
Firm-reviewed educational content, distributed to stay relevant over time.
Stay top of mind with prospects.
Every month, know whether the service is producing economic value.
Your Monthly Lead Recovery Report shows leads generated, recovered, and retained — and puts a number on the revenue your intake process brought back.
- Leads Generated
- 47
- Booked Without Rescue
- 32
- Leads Entering Rescue
- 15
- Recovered Consultations
- 6
- Recovered Clients
- 4
- Estimated Recovered Revenue
- $10,000
- Cost of Estate Lead Rescue
- $400
- Estimated Revenue / Cost
- 25× multiple
Illustrative example only. Actual results vary by firm.
Before you buy more leads, find out what is happening to the ones you already have.
We’ll help you examine where prospects are dropping out of your intake process and whether Lead Rescue makes sense for your firm.
No CRM migration. No giant implementation. Start with one revenue leak.
See where prospects are slipping through your intake process.
Tell us a bit about your firm. It takes under two minutes.
Questions firm owners ask before booking a demo.
No. The product is designed to work alongside the firm's existing intake systems — not replace your CRM, practice management software, or scheduling tools.
The rescue workflow stops according to its configured rules once a prospect books a consultation.
The workflow escalates or routes the conversation to the appropriate staff member at your firm.
Yes. The system is built around firm-approved messaging and configuration — you review and approve what goes out before it's used.
Yes, with care. Lost Lead Reactivation focuses on eligible prospects only, subject to firm review, consent, and applicable requirements before any outreach begins.
Through attribution: recovered consultations, retained clients where data is available, and matter values you supply. The ROI calculator on this page shows how that math could work for your firm.
No. Estate Lead Rescue is an intake and lead-recovery system, not a legal-advice or case-management system.