Built only for estate planning attorneys. 3 firms per area. Limited onboarding each month.
Estate Planning Client Engine

Every call answered. Every lead followed up. They sign with you.

VALE installs a complete front office for your firm. A professional website, booking, intake, and follow-up, all wired together and installed for you. You take the booked calls. We handle the rest.

60-day guarantee Installed for you, no software to learn Website included
The real problem

You went to law school to practice law. Not to chase leads and answer phones after 5pm.

01

Every missed call is a plan walking out the door

A call after hours goes unanswered, and that $3,000 to $8,000 estate plan dials the next firm on the list.

02

The fortune is in the follow-up nobody does

Your "not ready yet" leads are gold. The estate planning sales cycle is long, and it lives or dies on follow-up that never happens.

03

You lose on credibility before they call

Clients pick LegalZoom and Trust & Will on price, and bigger firms on a web presence that signals authority. Yours looks like 2012.

What you get

We don't sell software. We install the outcome.

A front office that books your consultations and follows up on every lead. Built and run for you. You take the booked calls.

Never lose another lead

Every after-hours call gets texted back. Every new inquiry gets an instant reply. The leads you were letting slip get caught and worked, automatically.

Your calendar fills itself

Booking, intake, and reminders run on their own. You stop chasing and start showing up to consultations.

Win before they even call

A professional, authority-positioned website does the talking, so you stop losing clients to LegalZoom and the bigger firm down the street.

Your reputation grows itself

Happy clients get sent to your Google profile. Unhappy ones reach you privately first. Your star rating climbs without you lifting a finger.

Dead leads come back to life

Old inquiries and past clients get pulled back into real follow-up. The deals you wrote off start booking again.

How it works

Installed for you, not handed to you.

No project plan to manage. No tools to learn. Three steps and your front office is running.

1

Book a fit call

We learn your firm, your market, and where leads are leaking. If it is a fit, we walk you through the whole process. If not, we point you somewhere useful.

2

We install it for you

Website, automations, booking, intake, follow-up, and reviews, all built and wired together. Your team gets a system that already works.

3

You take the calls

Once it is live, missed-call text-back and speed-to-lead run on their own. The calendar fills. You show up to consultations and sign clients.

Risk reversal

The 60-day guarantee.

Within 60 days, the system will have captured and followed up on the leads your old setup was letting slip. Every missed call texted back. Every web inquiry answered. Every "not ready yet" lead put into real follow-up. The leaks you have been living with, closed. Or we keep working until they are.

Plans

Priced by firm, not by seat.

Unlimited staff seats on every plan, because the whole point is getting your entire front office on one system.

Start here

Core

The full front-office system, installed.

$297/ month

Setup fee $2,700 waived for new firms

  • Professional website included, hosted and wired in
  • All-in-one inbox for calls, texts, and email
  • Online booking, automated intake, and document requests
  • E-signature, engagement letters, and payment collection
  • Missed-call text-back and speed-to-lead
  • Prospect-to-client pipeline and reporting
  • Unlimited staff seats

Add Branded Call

A branded business phone system with your own caller ID, plus a chat widget that answers and books.

+$87/ month
Own your market

Authority

Everything in Core, plus we run your growth.

$597/ month

Setup fee $2,700 waived for new firms

  • Everything in Core
  • Full SEO buildout: sitemap, schema, and a technical foundation built to rank
  • Full blog buildout New
  • Done-for-you local SEO and content: practice-area and location pages, ongoing articles
  • Newsletter built for you New
  • Branded caller ID included New
  • Google Business Profile optimization and review management
  • Only 3 firms per area. When the slots fill, we stop taking firms there
Straight answers

The questions attorneys ask first.

Does this replace Clio or Lawmatics?

For everything that wins and keeps clients, yes. Clio and Lawmatics hand you software and leave you to figure it out. VALE installs the whole front office and runs it: attract, capture, intake, book, convert, and follow up. That is the part that actually grows your firm, and it is ours.

How long until it is live?

Fast, but not overnight. We build and install the full system for you over your first weeks, not dragged out across months like a typical software rollout. You get a real timeline on your call.

Why is it priced by firm?

Because the point is getting your whole front office on one system. Unlimited seats, no per-user math, no comparison to a per-seat CRM.

3 firms per area

Find out if your area is still open.

Answer a few quick questions and book a fit call. We onboard a capped number of firms each month, only three per area, to protect delivery. When an area is full, the slots are gone.

Free call, about 15 minutes. Backed by the 60-day guarantee.