For estate planning law firms
Seminars filled,
and the guests who wait still signSeminars filled, guests who wait still sign
RetainerBooked is intake software for US estate planning firms with 1 to 10 lawyers, with estate planning attorney marketing included in its flat monthly fee. Seminar guests get weeks of follow-up, and each advisor's referral is credited by name.
- Seminar and webinar sign-ups with seats and reminders
- Flat-fee packages paid by plan
- Referrals credited by name
Live in 14 daysMonth to month, no setup fee
- Flat fee, nothing per client
- Seminar seat booking
- Calls answered after office hours
- Google reviews
- Texting
- Calls recorded
Seminar night
Sixteen seminar guests still talking it over
Thursday, 6:30 p.m., in the library meeting room. Twenty-two people came to your living trust seminar, and six booked a consultation on the way out. Everyone else wants to talk it over with their kids or their CPA. They signed up on your website, so each already has a card. Tonight each one gets an email thanking them for coming, with a booking link, and six weeks of follow-up begin.
- Paper sign-ins
- Spreadsheet RSVPs
- Forgotten follow-up calls
- Online sign-ups
- Two reminder texts
- Six-week follow-up
Inside your office
The seminar, the signing and every year after
Each tab puts the screen your office manager works from beside the phone it reaches: a guest's reminder, a client's pay link, a yearly text.
RetainerBooked · Consultations
Guest's phone · Seat reminder
Seats, reminders and the replay
Each seminar or webinar opens its own sign-up page, capped at the seats you set. Guests are reminded the evening before and that morning, and webinar guests receive the replay.
See seminar bookingRetainerBooked · Calls, by seminar
Caller's phone · Text back
A tracking number per seminar
Each seminar's ad and sign-up page shows a tracking number used nowhere else, filing calls under that seminar. Rings that go unanswered earn the caller a quick text back.
See call trackingRetainerBooked · Reviews, reply drafted
Client's phone · Review request
Reviews after signing
When the signing meeting is done and staff close the matter, your firm texts a link to its Google review box. Every client gets it, unfiltered.
See reviewsRetainerBooked · Follow-ups, six weeks
Staff app · Intake
Follow-up
A potential client who wants to ask their kids first gets an email, then a text, spaced over six weeks. It stops the day they book or ask it to.
See the intake boardRetainerBooked · Payments
Client's phone · Pay link
Pay link or plan
A trust package is paid in full from a texted pay link, or split into monthly payments on the card the client saved.
RetainerBooked · Reports, referral sources
Staff app · Reports
Referrals
Each signed engagement letter is credited to the CPA, financial advisor or attorney who sent them, by name.
See reportingRetainerBooked · Messages, yearly text
Past client's phone
Check-ins
Each year on the signing date, a text invites the past client to book a review.
See messagingWhat they hear and read from your firm
A call, a check-in text and a reminder, each in your firm's name.
Closed until Monday· AI receptionist booking Tuesday
3:10 p.m.· Sunday afternoon
The weekend call
The AI receptionist says it is your firm's AI assistant, asks your estate planning questions, then books Tuesday at 10:00. It never tells a caller what plan they need.
10:00 a.m.· Three weeks later
Still thinking it over
A text from your firm's number checks in, with a booking link and a reply that reaches your intake team.
9:00 a.m.· Signing day
Signing meeting reminders
Signing meetings book as their own type, longer than a consultation. Reminder texts arrive seven days out, the evening before and that morning, with parking directions and a note to bring photo ID.
Setup
Ready by seminar day
Two weeks from kickoff to the first sign-up, and our team builds every piece.
Your packages, listed
We list your packages and flat fees, your seminar dates and venues, and the CPAs and advisors who send you clients.
Your partan hour on the phone
Seminar pages built
Our team builds the seminar sign-up pages, the reminders, six weeks of follow-up and your engagement letter for signing on a phone.
Your partsend your engagement letter and questionnaire
Your past clients come across
Past clients who agreed to texts come over with the date each plan was signed, so the yearly review text lands on time. We connect every attorney's calendar and train your office manager and paralegal on the intake board and staff app.
Your partsend your past client list
Sign-ups open for your seminar
Your website takes its first seminar sign-ups, the phones ring through, and ads for the workshop can start running.
Your partpick the next seminar date
Training and the import included
Build checklist
Live in 14 days
8 of 28 done
1Your packages, listedDoneIn progressUp next
- Founding attorney walks us through intake
- Flat fee for each package
- Seminar and webinar dates
- Your referring CPAs and advisors
- Your current estate planning questionnaire sent
- Old inquiry spreadsheet and past client list sent over
2Seminar pages builtDoneIn progressUp next
- Seminar sign-up page with seats
- Texts and emails before every seminar
- Replay email for webinar guests
- Six-week follow-up written and okayed
- Engagement letter set for e-sign
- Signing meeting booking type
- Flat-fee packages set up for a pay link or monthly plan
- Your trust processor's link added
3Your past clients come acrossDoneIn progressUp next
- Earlier inquiries imported by stage
- Past clients imported with signing dates
- A yearly text timed to each signing date
- Attorney calendars linked
- Office manager and paralegal trained on the intake board
- Each referral source added by name
- Google review text approved by an attorney
4Sign-ups open for your seminarDoneIn progressUp next
- Website live with an estate planning page and a page per seminar
- Phones ringing through
- Seminar sign-ups open
- Facebook and Google ads for your next workshop, approved by your firm
- First seminar reminders out
- Reports running
- Quinn's call scheduled
Show us your seminar guest list
On a demo we'll set up your next seminar with its own page, a seat limit, reminders and six weeks of follow-up, and show where each name lands on your intake board.
Fuller seminar rooms
Wesley T.Managing partner, PI firm, Tulsa 1 textafter every closed matterEvery matter we close now sends one review request. Our receptionist used to forget half of them on busy Fridays.
Beatrice V.Founding attorney, family law firm, Sacramento 2 textsbefore each workshopOur monthly divorce workshop used to lose half its sign-ups by the day. Two reminder texts later, the room is nearly full.
Rashad W.Criminal defense attorney, two-lawyer firm, Atlanta Flat feespaid in monthly installmentsNearly every case here is a flat fee. Clients choose a payment plan from a text, and the card is charged on schedule.
Harriet B.Office manager, estate planning firm, Grand Rapids Six weeksof follow-up after seminarsGuests who wanted to think it over used to drift away. Six weeks of follow-up later, they book.
Esteban R.Immigration attorney, solo firm, El Paso In Spanishevery workshop reminderMy Saturday workshops at the parish hall fill up online now, and every guest hears from us in Spanish the night before.
Lorena F.Intake manager, PI firm, Phoenix 8:30 a.m.first callbacksEvening callers are booked before we open, and my team calls each at 8:30.
Common questions
Asked by estate planning firms
Searching seminars, drafting or referrals pulls up the answer you need.
8 questions
Can people sign up for our seminars online?
Yes. Each seminar or webinar gets its own sign-up page on your website with a seat limit. Guests get reminders before it starts, and webinar guests get the replay link by email.
Does it draft wills or trusts?
No. Wills, trusts and every other document stay in the software you draft them in.
How does seminar follow-up work?
Guests who don't book get emails and texts over about six weeks, with a booking link and, after a webinar, the replay. Follow-up texts and AI messages reach only people who reached out to your firm first and agreed to hear back.
Can past clients get yearly review reminders?
Yes. Their card holds the plan's signing date, and each year on that date a text offers a review.
Can the intake form ask about family, property and existing documents?
Yes. The estate planning questionnaire asks about spouse, children, property and any existing will or trust, and old documents upload from the phone.
Do people searching online find us?
Our team writes estate planning pages for every town you serve.
How are referral sources credited?
By name on your report; nothing is paid for referrals.
What does it cost?
Counsel, our solo plan: $97 monthly.
Topics people search
Ask about seminars
Quinn Hadley can walk through your seminar sign-ups, follow-up emails and flat-fee packages on a short call.
Quinn HadleyAccount manager
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