YOUR LAW FIRM IS LEAKING REVENUE.
This Audit Shows You Exactly Where.
A practical, numbers-first diagnostic for estate planning and elder law firms that want predictable growth, NOT guesswork.
Most estate planning and elder law firms don't have a lead problem. They have a visibility problem.
- Leads come in.
- Consults get booked.
- Some sign. Some don't.
- Past clients disappear.
- Vendors send reports.
- The numbers look "fine" but revenue is still unpredictable.
And no one can clearly answer...
Where exactly are we losing money?
What conversion rate should we actually expect?
Are our vendors driving revenue or just activity?
How much long-term value are we leaving on the table?
That's not a marketing issue. It's a systems issue.
The real money is in improving conversions, tightening follow-up, holding vendors accountable AND building revenue from the clients you already earned.
Attraction
Are the right leads coming in, and can you prove it?
Enrollment
Where are consults stalling, no-showing, or failing to convert?
Retention
What happens after documents are signed, and how much revenue disappears with them
This is not theory. It's the same framework used to install full marketing and revenue operating systems inside growing firms.
What You Get
When you purchase the Revenue Leak Audit, you receive:
✔️ KPI Dashboard (Estate & Elder Law Specific)
Map your real numbers:
- Leads
- Consults booked
- Show rate
- Signed engagements
- Average case value
See your conversion rates clearly, often for the first time.
What Do I Get?
Consult Conversion Checklist
Identify where:
- Speed-to-lead is breaking down.
- Intake lacks consistency.
- Follow-up disappears.
- Consult structure weakens decision.
Small improvements here often outperform new ad spend!
Vendor Accountability Scorecard
If you're paying for SEO, ads, or social media, this matters:
- Which KPIs vendors should own.
- What "good reporting" actually looks like.
- How to spot vague performance claims.
- How to spot vague performance claims.
- How to tie activity back to revenue.
No more paying on faith!
Retention Blind Spot Checklist
This is the hidden lever. Most firms stop thinking about clients once documents are signed.
- Assess whether past clients hear from you.
- How often past clients re-engage.
- Whether renewable revenue is even possible in your current model
Most firms discover this is the largest untapped opportunity.
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