Most estate planning and elder law firms don’t have a lead problem.
Â
They have a visibility problem.
Â
Leads come in. Consults get booked. Some sign. Some don’t. Past clients disappear.
Vendors send reports. The numbers look “fine.” Revenue still feels 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.
That’s a systems issue.
Most firms focus on getting more leads.
The real money is in:
Improving Conversions
Â
Tightening
Follow-up
Â
Holding Vendors Accountable
Â
Building Revenue
from the clients you already earned
Before you spend another dollar on marketing, you need clarity.
That’s what this audit gives you.
The Law Firm Revenue
Leak Audit
A structured diagnostic designed specifically for estate planning and elder law firms.
In 30–45 minutes, you’ll identify where revenue is leaking across three critical areas:
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
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 matter value
See your conversion rates clearly — often for the first time.
Consult Conversion Checklist
Identify where:
- speed-to-lead is breaking down
- intake lacks consistency
- follow-up disappears
- consult structure weakens decisions
Small improvements here often outperform new ad spend.
Â
Vendor Accountability Scorecard
 If you’re paying for SEO, ads, or social media, this matters.
You’ll see:
- which KPIs vendors should own
- what “good reporting” actually looks like
- how to spot vague performance claims
- how to tie activity back to revenue
No more paying on faith.
Â
Retention Blind Spot Checklist
(This Is the Hidden Lever)
Most firms stop thinking about clients once documents are signed.
This section helps you assess:
- whether past clients hear from you
- how often they re-engage
- whether renewable revenue is even possible in your current model
Most firms discover this is their largest untapped opportunity.
Â
This audit is for estate planning and elder law firms that:
- Want predictable growth
- Care about client experience and profitability
- Are tired of vague marketing reports
- Are willing to look at real numbers
This is not for firms that:
- Refuse to track data
- Want “quick hacks”
- Expect vendors to solve internal systems problems
Clarity requires ownership.
When you complete the audit, you’ll know:
-
Your real conversion ratesÂ
-
Where revenue is leaking
-
What to fix first
-
Whether your growth issue is attraction, enrollment, or retention
From there, you can:
-
Fix it internally
-
Train your team properly
-
Or install a complete revenue operating system
What You Get
Predictable growth doesn’t start with more marketing.
It starts with clarity.
Immediate access. No fluff. Just visibility.
