Elder law leads are not browsing. They are at varying stages of urgency. Medicaid deadlines. Probate timelines. Family crises reaching a tipping point. The intake system has to match that reality, not the convenience of a 9-to-5 office.
TAC builds five interconnected components that take a lead from first contact to retained client, without requiring manual intervention at every step.
A firm retaining 9 clients per month at $4,500 average case value generates $40,500 in monthly new client revenue. Improving that to 14 retained clients from the same lead volume generates $63,000. The difference is $22,500 per month. The TAC monthly retainer is $1,500. The math is straightforward.
When a lead submits a contact form, they receive a personalised text message and email within 30 seconds. The message confirms the inquiry, sets expectations, and provides a direct booking link. This fires every time. 9am or 11pm. Weekday or Saturday.
A clean, mobile-friendly booking page synced to the firm's live calendar. Leads pick a date and time, receive a confirmation, and get automated reminders 24 hours and 1 hour before their consultation. No receptionist required. No phone tag. No voicemails left unanswered.
Not every lead books on first contact. Life gets in the way. TAC builds a 7-touchpoint sequence delivered over 21 days for leads who do not book immediately. The tone is warm and professional. The sequence is calibrated to the specific case type. It stops the moment a lead books or signs.
Every lead is placed into a 5-stage visual pipeline: Lead, Contacted, Consult Scheduled, Consult Completed, Retained. The firm can see exactly where each lead sits at any moment, and where drop-off is happening.
A live view showing the numbers that matter: response time, consult booking rate, show rate, and retained-case conversion. Updated continuously. Reviewed monthly with TAC.
Account setup, branding configuration, and pipeline build. All integrations connected and tested.
Response workflows, calendar integration, and follow-up sequences built and configured. Messaging drafted and reviewed.
End-to-end testing across all touchpoints. Messaging sign-off with the firm. Any revisions completed.
Staff training (90-minute live session), documentation handover, and go-live. System is fully operational.
The monthly retainer covers everything needed to keep the system performing and improving over time.
If the TAC system adds 3 to 5 additional retained clients per month at an average case value of $4,500, the monthly retainer represents less than 10% of that incremental revenue. The setup fee is recovered within the first month of improved performance.
TAC starts every engagement with a free 30-point external audit. No obligation, no pitch. Just a written summary of every gap we find, ranked by revenue impact.
Request a Free AuditExplore solutions by practice area