Position Overview
Are you an experienced estate planning attorney looking to boost your bottom line without sacrificing your time or sanity? This role connects you with a steady stream of pre-qualified, intake-completed clients so you can focus on high-value legal work—not chasing leads or pushing paperwork.
Why attorneys partner with us
- Pre-qualified, ready-to-engage clients – You meet only with clients who are prepared and ready to move forward; intake, information gathering, and appointment setting are all handled for you.
- No marketing costs, ever – We cover client acquisition and scheduling, so there’s no ad spend, no lead lists, and no wasted time on tire-kickers.
- Full back-office support – Our team manages document preparation, deed retrieval, follow-ups, scheduling, and client coordination, so you stay focused on billable work.
- No-cost client database – Build a growing client base and referral network at zero expense, including matters ...