More consultations.
Less manual work.
We build the client acquisition system that captures every inquiry, follows up automatically, and converts more leads into booked consultations — so your team focuses on cases, not chasing leads.
Your marketing is working.
Your intake process isn't.
Estate planning attorneys spend $2,000–$5,000 per month on Google and Facebook ads. They generate leads. Then those leads disappear — not because of bad marketing, but because of what happens after the inquiry arrives.
Slow response time
The average firm responds in 5+ hours. By then, the prospect has already called three other firms.
Missed calls after hours
Estate planning decisions happen at night, on weekends, after a health scare. No answer means a permanently lost lead.
No follow-up system
Leads who aren't ready to book immediately receive nothing. Most of them were worth pursuing.
A dead lead database
Every firm sits on hundreds of past inquiries that were never reactivated. That is dormant revenue waiting to be recovered.
Lost per year from just 3 missed leads per month.
3 missed leads × $3,500 avg case value × 12 months
of prospects hire the first firm that responds.
of Americans have no estate plan — demand is not the problem.
Capture. Qualify. Convert.
A fully built, hosted, and supported system that turns inquiries into booked consultations — automatically, consistently, and without adding headcount.
Capture
Every inquiry — website, phone, social media, ads — is captured within 60 seconds. Nothing falls through the cracks, 24 hours a day.
Qualify
Every lead is assessed automatically against your firm's criteria. Your team only engages with prospects already identified as worth their time.
Convert
Ready leads book directly. Not-ready leads receive consistent, helpful follow-up for 30 days — until they are ready.
Margaret T. — Trust inquiry
Home owner · $250K+ assets · 2 minor children · Urgent
David K. — Will review
Recently moved states · Documents 8 yrs old
Sandra M. — New baby
First-time planner · Home owner · Planning with spouse
James L. — General question
Enrolled in 30-day follow-up sequence
One System. Every Touchpoint Covered.
Inquiry Response System
The moment an inquiry arrives — from any channel — the system responds within 60 seconds with a warm, personalized message. Your firm is always first.
From signed agreement to live system — in two weeks.
One 30-minute session from your team. Everything else is handled by AWC.
Agreement & build fee
Sign the service agreement and submit your build fee. We begin immediately.
Architecture Session
One 30-minute call. We gather everything needed — your services, calendar, branding, and qualifying criteria.
Build & test
We build and test every workflow end-to-end. You see a complete, working system — not a draft.
Walkthrough & go live
A 30-minute walkthrough call. Your approval. System activates. Every inquiry handled from that moment forward.
Agreement Signed
Build process initiated
One additional client per month pays for the system — many times over.
This is not an expense. It is an investment with a measurable, predictable return. The math is simple.
Based on $3,500 average estate plan value.
Return on investment in year one
Conservative scenario — just one additional client per month
Of prospects hire the first firm that responds
That firm now responds in 60 seconds — yours
Why estate planning attorneys choose AWC.
We are not a marketing agency. We are not a software tool. We are the infrastructure underneath your team.
Built exclusively for estate planning
We serve one practice area and nothing else. Every workflow, every qualifying question, every follow-up sequence is built around how estate planning clients think, what triggers them to reach out, and what they need to hear before they book.
We build it. We host it. We support it.
You're paying for a fully built, hosted, and managed system. The platform it runs on is included in your monthly fee — you don't purchase it separately, set it up, or manage the vendor. Think of it like renting office space instead of buying a building. The infrastructure is there. You just use it.
Your team stays in control
The system handles what can be handled automatically. The moments that require judgment — nuanced questions, complex family situations, relationship-building — always go to your staff. We prepare them with full context. They make the call.
Compliance-first by design
The system handles intake and scheduling only. It never provides legal advice, never recommends a specific legal product, and escalates any inquiry that requires attorney judgment. Every automated response is reviewed and approved by your firm before go-live.
Upstream of the tools you already use
We are not replacing Clio, Lawmatics, or your practice management software. We operate in the pre-client lane — from first inquiry to booked consultation. Once a prospect becomes a client, they move into the tools you already use.
Live within two weeks
From the day you sign to the day your system goes live is two weeks. Most firms are capturing and converting inquiries automatically within two weeks of saying yes — with zero technical work required on their end.
One system. Three levels of capability.
Every tier is a complete client acquisition system — built, hosted, and supported by AWC. No software to manage. No marketing contracts.
Starter
Never miss an inquiry again
For solo attorneys getting started with a consistent acquisition system.
Build Fee
Hosting & Support
- Inquiry Response System (email, 60 seconds, 24/7)
- Client Discovery Profile
- Lead Prioritization (Hot / Warm / Cold)
- Consultation Booking System with reminders
- Pre-Consultation Brief for every meeting
- Lead Recovery Sequence (3-email follow-up)
- Hosted CRM Pipeline
- Monthly Performance Report
- Email support — 48-hour response
Growth
Convert more of every lead you generate
For firms running ads with 20+ inquiries per month.
Build Fee
Hosting & Support
- Everything in Starter, plus:
- Missed Call Recovery (SMS within minutes)
- SMS automation (24/7 missed-call text-back)
- Website Chat — Guided Diagnostic Flow
- Social Media Inbox (Facebook + Instagram)
- Multi-Channel Priority Inbox
- Guided Response System (24/7 FAQ)
- 30-Day Follow-Up Engine
- No-Show Recovery Sequence
- Quarterly Pipeline Revival
- Priority support — 24-hour response
- Quarterly system review call
Premium
A full acquisition operation
For multi-attorney firms or multiple locations.
Build Fee
Hosting & Support
- Everything in Growth, plus:
- Multi-attorney or multi-location setup
- Custom Qualification Logic per practice area
- Monthly Pipeline Revival
- Weekly Performance Reports
- Monthly strategy & review call
- Dedicated support line
- Advanced CRM integration
Build fee = one-time configuration cost. Monthly fee = hosting and support. No hidden software subscriptions.
See How AWC Can Transform Your Intake
Fill out the form below to request a live demo or ask any questions about our systems.