Warning: only for estate planning attorneys who want their front office installed, not more software to set up

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

See if your market is still open

Step 1 of 7

Are you an estate planning attorney? *

This program is built only for licensed estate planning attorneys.

Do you have a system running your front office right now? *

Intake, booking, and lead follow-up. Be honest, most firms are duct-taping it.

What state do you practice in? *

We work with one firm per market. Let's check your area is still open.

Popular states

What's your firm name? *

Used to verify your practice and reserve your market.

What's your full name? *

So we know who we are speaking with on the call.

What's your email address? *

We send your confirmation and call prep here.

What's your phone number? *

For your strategy call. We respect your time, no cold calls.

This one isn't built for you.

The VALE Client Engine is made specifically for licensed estate planning attorneys taking on new clients. If that changes, come back any time.

Then you may not need us.

If your front office already books consultations and follows up on every lead on its own, you are in rare company. If it is not quite that smooth in practice, head back. Most firms find the gaps are bigger than they thought.

Your info is private

60-day guarantee One firm per market Installed for you, no software to learn