PFL Accelerator Logo Landscape Reversed
YOUR PATH TO AUTOMATION STARTS NOW:

Transform Your Law Practice With Accelerator


Accelerator Lite: Your First Step Toward an Automated, Scalable Law Firm

Become a founding member of Accelerator by enrolling in Lite and you'll receive early access to Accelerator Pro at our lowest price ever.

Join now and you'll be on a glide path to getting the best tech for your firm at the lowest price, all done for you.

You want to grow your firm.
We want to make it simple for you.

The Problem: You’re losing leads, not following up, and maybe even marketing for your competition...

As a busy attorney, you’re balancing growing your practice, doing the legal work and sharpening your saw while also trying to have a life, right? Juggling these priorities makes it a challenge to build and follow up with your house list consistently, get your email newsletter out weekly, and improve your online reputation by asking for reviews and getting testimonials.

We know you have a lot options and limited time.

That's why we spent a year developing the new Accelerator and tailoring it for the needs of our Personal Family Lawyer members.

Accelerator Lite is your solution to streamlining lead generation, automating your post-networking follow up (both online and offline), and nurturing leads efficiently - all while freeing up your time to focus on what you do best, serving your client families.

Accelerator Lite: Your First Step Toward an Automated, Scalable Law Firm

Essential automation to grow your house list and client pipeline

Accelerator Lite has foundational automated campaigns and tools to help you easily follow up from curiosity questions, nurture leads, educate prospects, and deliver ongoing value.

 

You want to grow your firm. We want to make it simple for you.

The Problem: You’re losing leads, not following up, and maybe even marketing for your competition...

As a busy attorney, you’re balancing growing your practice, doing the legal work and sharpening your saw while also trying to have a life, right? Juggling these priorities makes it a challenge to build and follow up with your house list consistently, get your email newsletter out weekly, and improve your online reputation by asking for reviews and getting testimonials.

We know you have a lot of options and limited time.

That's why we spent a year developing the new Accelerator and tailoring it for the needs of our Personal Family Lawyer® members.

Accelerator Lite is your solution to streamlining lead generation, automating your post-networking follow up (both online and offline), and nurturing leads efficiently - all while freeing up your time to focus on what you do best, serving your client families.

 
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Accelerator Lite is
Perfect For:
Solo and startup PFL Firms looking to build their house list and increase local awareness
Established PFL Firms looking to streamline lead generation and follow-up of their lead and client base
7-Figure empire building firms who want to get in on the ground floor when Accelerator Pro launches
Any forward-thinking PFL who wants to get started with automation but isn't yet ready for the full capabilities of Accelerator Pro's pre and post-meeting comunication automations, online/live event registration and follow-up campaigns, client contact and resource management, streamlined pipeline tracking, and marketing analytics.

What Can You Do With Accelerator Lite?

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Build Your House List and Automate Your Lead Capture & Follow-ups

Stop losing leads, forgetting to follow up, or marketing for your competition. 

When you go out and network in-person, or post on social media, your goal is to generate leads, and then follow up with them consistently.

With Accelerator Lite, you’ve got "Wear Clean Underwear" book and the “5 Ways a $1500 (or Less) Plan Can Fail” free report built-in and ready to give away. Then, nurture your new leads automatically with personalized email campaigns for each resource.

Building and nurturing your house list just got a whole lot easier!

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Send Your Weekly eNewsletters on Autopilot

Stay top-of-mind with your audience by sharing insights, updates, and value-packed content.

Simply submit a request with your "Personal Note" (and a video if you choose), and let the Accelerator Lite team handle the rest, and get your email newsletter out for you.

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Incentivize Bookings with Monthly Offer Campaigns

Each month we offer a reason for your leads to book a Planning Session via a “Monthly Offer Campaign” but chances are you don’t send it out.

With Accelerator Lite in place, you just fill out a form, and we’ll get your Monthly offer out for you.

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Request Google Reviews & Increase Online Awareness

Boost your local SEO and attract more clients by seamlessly requesting reviews from satisfied clients upon completion of their plan with you.

During your onboarding call, we’ll guide you through how to set up your Google My Business profile and how to link it right into your Accelerator platform.

Then, you can request client reviews with the click of a button.

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Fill Your Client Pipeline with Refer-a-Friend Campaigns

Make it easy for your friends, family, and past clients to pass along referrals with pre-written referral request templates, thank you, and follow-up emails.

 

What Can You Expect From Accelerator Pro?

In addition to the features and benefits of Accelerator Lite, here are even more benefits you can expect from Accelerator Pro when it launches in Q1 of 2025.

 

Quit Cobbling Together (and Paying For) Multiple Tech Stacks

No more cobbling together email marketing, scheduling, electronic document signature, billing, and member portal software services. Accelerator Pro is an all-in-one CRM custom designed for the workflows of Life & Legacy Planning client service delivery.

Features include:
Calendar management, online homework capture stored in client portal (optional for you - we can also plug in your current solution, whether you use Decision Vault, Legacy Architects, or WealthCounsel), comprehensive PFL Pipeline Tracker with task management of each lead, prospect, and client journey point from Discover Call confirmation through Delivery Meeting (and beyond), engagement agreements and invoicing with e-signature capability for on-the-spot collection of payment and signed agreement, during your Planning Session.

Never Miss An Opportunity

Respond to missed calls instantly with automated text-back functionality that captures leads even when you're busy.

Built-in Marketing Automation That Grows Your Practice

Get access to 5 proven lead magnets with done-for-you landing pages and follow-up sequences that nurture prospects automatically.

Includes "6 Mistakes Most Families Make When Choosing an Estate Planning Attorney", "7 Must Dos When Naming Guardians for Your Children", "Kids Protection Planning Guide", "Wear Clean Underwear" and "5 Ways a Plan Can Fail".

Promote Your Events Without Hassle

Promote and manage workshop, webinar, and client event registration with event landing pages that handle confirmation, reminders, and follow up automatically.

Keep Your Prospects & Leads Moving Forward

Acclerator Pro's communication automation ensures prospects and leads always know what to expect and what to do next thanks to built-in booking confirmation, reminder, and "next steps"/"what to expect" emails at every step of the prospect and client journey.

Book More Planning Sessions

Let clients schedule meetings 24/7 with smart online booking and automated call and meeting confirmation, reminders, and "what to expect" emails.

Eliminate No-Shows

Keep clients engaged and prepared with automated text and email reminders for every call, meeting, task, and event.

Manage Your Entire Client Services System In One Place

Access all client information, documents, and communication history in a single, organized system that your whole team can use.

Features include: comprehensive Pipeline Tracker with Client Service System task management, online homework capture stored in client portal, Life & Legacy Plan engagement agreements, and invoicing with e-signature capability for on-the-spot collection of payment and signed agreement, during your Planning Session.

Run Your Practice From Anywhere

Add and access contact information, track leads, check client status, and keep projects moving forward with our intuitive Accelerator Mobile App.

Know What's Working

Make Data-Driven Decisions: Track your marketing success with Google Analytics integration that shows you exactly where your best clients come from.

Add-On Options That Grow With Your Firm

Expand Your Practice Seamlessly: Add new practice areas or attorneys to your system without missing a beat - perfect for firms ready to grow beyond estate planning.

Get a Done-for-You Website That Integrates Perfectly: Get a Personal Family Lawyer® website that works hand-in-hand with Accelerator Pro - capturing leads, booking consultations, and tracking results automatically through one unified system.

Engage With Potential Clients 24/7: Upgrade to an advanced AI chatbot that handles FAQs and engages with potential clients across your website and social media channels - even while you sleep.

PFL Accelerator Logo Landscape Reversed
Get started with foundational lead, prospect, and client attraction and nurturing automation...

ENROLL IN ACCELERATOR LITE