A Hub For Growing Your Estate Planning Practice

Everything you need in one place. Fewer headaches, fewer costs.

Estate planning is attractive to attorneys because it's a practice that can be systemized and scaled, often remotely. The perfect companion software to such a practice should therefore be built and optimized to do just that. Estate Practice Accelerator does this and more, saving estate planning attorneys substantial time and money every month.

Systemize Everything

A Fully Integrated Solution

Developed by estate planning attorneys for estate planning attorneys, Estate Practice Accelerator simplifies the tech stack every growth minded professional firm should be using in 2024. Instead of juggling an ever growing list of software subscriptions, manage everything under one hood for a fraction of the cost. Less to learn, less to manage, less to pay.

Lead Management

Automated workflows to acquire, warm, schedule, and close leads.

Unified Messaging

Email, SMS, Facebook messenger, and AI chatbot functionality mean that all of your marketing and operations conversations reside in one place.

Appointment Automation

Smart calendars play an active role in the prospect to client journey, managing the milestones of the estate planning process and seamlessly integrating with CRM functions.

Reputation Management

Track your reviews across various social media properties, integrate review requests into client communication automations, and receive inbox notifications for new reviews.

Comprehensive Lead Generation

Get leads directly from Facebook Messenger and Instagram DMs, TikTok ads, integrated AI website chat bot, inbound calls and texts, Facebook Lead Forms, and pre-built marketing funnels, organize them all in one place, and follow up with them automatically via email and SMS.

Integration with social media assets
Custom marketing funnels
Manage conversations from one window

Plug and Play Website Template

Add your firm's details and a custom URL to our simple but effective website template, optimized for one thing: booking calls with the right prospective clients. You can edit aesthetics (or pretty much anything as you see fit) in the intuitive, modular design environment, and the custom form builder means maximum flexibility in collecting leads that will flow automatically into the integrated CRM. You can build and manage as many websites as you want; try setting up extra websites for different towns in your service area to amplify your firm's search presence!

Simple, proven design for lead generation
Optimized for booking consultations
Unlimited websites can connect to different domains

Marketing Made Easy

Powerful marketing funnel editor includes hundreds of templates as well as our custom templates for classic marketing funnels like an informational eBook and webinar. Modular editor is intuitive but powerful, allowing for quick creation of marketing materials, and everything fully integrates with the CRM and email/SMS marketing features, meaning your leads and client communications are always safely under one roof.

Loaded with pre-built marketing funnels
Modular building environment to build your own
Seamless integration with marketing/CRM features

Stay Connected

Pre-built email and SMS campaigns keep you in touch with the right people at the right times, both when marketing to leads and communicating with active clients, and you can of course customize and add campaigns as you see fit. Automations move contacts along the process, but you can always step in and switch the conversation to manual when the need arises, whether in the desktop portal or on the mobile app.

Replaces your existing CRM
Integrated with automated workflows to intelligently manage leads and clients
Mobile app keeps you in touch on the go

Smart Booking Calendars

Loaded with custom booking calendars built around the estate planning marketing and fulfillment process, seamlessly integrating scheduling with CRM and marketing features. Two- way Google integration allows for convenient syncing with your existing calendars, and housing your calendars within your own website lets you take advantage of onboard Facebook pixel event management for remarketing and building custom audiences.

Customized for estate planning practices
Integrate with marketing and client management pipelines
Replace your existing calendar subscription and provides more control

Reputation Management Hub

Native Google and Facebook integration allows you to manage and request customer reviews in one place, as well as integrate reputation management into your CRM campaigns and workflow automations.

Manage Google and Facebook Reviews In One Place
Automate review requests
Reviews widget lets you show off and collect reviews right on your website

AI Chatbot For Lead Generation and Scheduling Automation

Accounts comes loaded with an AI chatbot that has been taught all about the estate planning process. It can be added to your website, social media properties, or SMS campaigns to bring leads into your marketing campaigns, warm prospects, and even book appointments.

Custom built with estate planning knowledge base
Collect and warm leads via website chat widget, Facebook Messenger, Instagram DMs, SMS, and Google Business Profile
Programmed to guide chat users to book appointments via integrated calendar system

Integrated Electronic Billing and Document Signing

Set up electronic signatures and payment integration features to send and manage engagement letters, contracts, and digital invoices all in the same place as your client communications. This not only simplifies things, but allows these events to sit within workflow automation

Manage digital signatures and payment processing from the same platform as everything else
Integration with workflow automations saves time
Replaces DocuSign, LawPay, etc.

Track Your Success

The interactive road map behind systemizing your business, custom Sales and Client Pipelines allow you to track leads and clients at a glance, granting clarity to your processes and making it easier to spot development opportunities.

Optimized for marketing and client fulfillment journeys
Assign revenue to contacts to track revenue
Interact with workflows to assign scheduling events and communications based on each contact's status

Automated Workflows

Loaded with workflow automations to tie it all together, automating more of your marketing and fulfillment processes than you ever thought possible. Workflows can be updated, tweaked, and customized to automate virtually all of the amazing features under the hood.

Ties all other features together
Actively moves leads and clients along respective pipelines
Manage scheduling and communications

Mobile App

iOS and Android apps make it easy to keep up with conversations, monitor opportunity pipelines, manage invoices, and more, all on the go.

One seamless conversation window for each contact
Follow opportunity pipelines at a glance
Invoicing and reputation management in your pocket

Everything You Need In One Place

Replace your laundry list of subscriptions and switch to one comprehensive solution to streamline, systemize, and scale your practice.

Everything You Need In One Place

Replace your laundry list of subscriptions and switch to one comprehensive solution to streamline, systemize, and scale your practice.

Pricing

Two convenient options. Both save you truckloads versus juggling multiple à la carte subcriptions!

MONTHLY

Monthly Plan

Pay as you go!

Pre-Built And Automated Lead Follow Up Email And SMS Campaigns.
Drag and Drop Custom Email Builder.
Drag And Drop Custom Automation Builder.
Campaign And Automation Reporting.
Automatic A.I. List Segmentation.
Facebook Lead Form Integration.
Drag And Drop Funnel Builder.
Drag And Drop Website Builder.
Website Reporting For Sales And Leads.
Split Testing And Reporting.
Pre-Built Lead Generation Funnels.
Pre-Built Website Template Optimized to Book Consultations.
Membership Site And Automated Course Delivery For Info-Products.
Facebook Conversion API Integration.
Calendar and Scheduling System.
Cross-Platform Lead Capture (Get leads from Social messages, chatbots, and SMS).
Facebook Messenger and Instagram DM Integration.
Automated Social Media Posting and Scheduling.
Unified Inbox For Each Contact.
Two-Way SMS.
Web-Chat to SMS.
Two-Way Messenger and DMs.
Click-To-Call From Local Number (all done from within Rainmaker A.I.)
Automated SMS Follow Up.
Text-To-Pay (So you can close sales and get paid over text).
Facebook Pixel Integration For Automated Retargeting.
A.I. chatbot.
A.I. SMS bot.
A.I. messenger bot.
Always more in the works

Other tools: $1,501 /month

$497 /month

yearly

Annual Discount

Save $967!

Annual access for 16% off with recurring monthly discount thereafter
Pre-Built And Automated Lead Follow Up Email And SMS Campaigns.
Drag and Drop Custom Email Builder.
Drag And Drop Custom Automation Builder.
Campaign And Automation Reporting.
Automatic A.I. List Segmentation.
Facebook Lead Form Integration.
Drag And Drop Funnel Builder.
Drag And Drop Website Builder.
Website Reporting For Sales And Leads.
Split Testing And Reporting.
Pre-Built Lead Generation Funnels.
Pre-Built Website Template Optimized to Book Consultations.
Membership Site And Automated Course Delivery For Info-Products.
Facebook Conversion API Integration.
Calendar and Scheduling System.
Cross-Platform Lead Capture (Get leads from Social messages, chatbots, and SMS).
Facebook Messenger and Instagram DM Integration.
Automated Social Media Posting and Scheduling.
Unified Inbox For Each Contact.
Two-Way SMS.
Web-Chat to SMS.
Two-Way Messenger and DMs.
Click-To-Call From Local Number (all done from within Rainmaker A.I.)
Automated SMS Follow Up.
Text-To-Pay (So you can close sales and get paid over text).
Facebook Pixel Integration For Automated Retargeting.
A.I. chatbot.
A.I. SMS bot.
A.I. messenger bot.
Always more in the works

Other tools: $18,012 /year

$4997 /year

for one year, then discounted to $449/mo

Everything You Need In One Place

One comprehensive solution to streamline, systemize, and scale your practice.

Frequently Asked Questions

What is Estate Practice Accelerator?

A software solution specifically designed to streamline estate planning firms' operations, from client acquisition to service delivery. It offers a comprehensive suite of tools to enhance marketing, client communication, scheduling, billing, and more.

Who is this for?

New and experienced estate planning attorneys seeking to systemize and scale their practice by automating marketing and customer relationship functions and integrating virtually every part of the modern attorney’s tech stack into a single, intuitive platform. Replacing multiple services you probably already pay for, we’ve centralized these functions, saving you money and integration headaches.

Is this useful for attorneys with a different type of practice?

Yes. The pre-loaded campaigns and workflows are built around the estate planning marketing and fulfillment process, but can be easily be adapted to other practices to fully take advantage of the comprehensive feature set. Of course, a full set of marketing campaigns and client fulfillment automations built around estate planning makes the system perfectly suited to attorneys looking to newly explore the space.

How is this different from other software marketed to me 24/7?

Because it was created by actual estate planning attorneys who know what the process looks like and have merged it with the right technology to provide the most seamless solution to both tech newbies as well as power users. Further, housing 90% of your tech stack under one account means less overhead for us and thus a cheaper subscription for you.

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