Yes! Accelerator Pro helps you attract clients, engage them, serve them for their foundational estate planning, and maintain relationships with you throughout your clients’ lifetimes.

Not at this time. However, Accelerator Pro collects all the client data to create your design sheets, so all the information you need is right there in one place, making it easy to send to your drafter or enter into your software platform.

Your team members will have access, and there is no extra cost at this time. We do not charge by the user, like most platforms do.

We simply ask that you appoint one person on your team (in addition to yourself) as the point person for onboarding, troubleshooting, and support communications to avoid duplicate support requests to our team. You’ll appoint your point of contact during onboarding.

It usually takes about 30 days from the time you provide the team with all the information they need for your custom buildout, provided you submit the necessary information requested during onboarding in a timely fashion.

Yes, you can export your contact data to Accelerator Pro.

Yes, in fact we designed the PFL Pipeline Tracker as a smooth glide path into Accelerator Pro and we’ve built the Pipeline view into Accelerator Pro!

Accelerator Lite automates the attraction phase of the client journey. It helps clients find you and interact with you through your email newsletters, monthly campaigns, referral marketing, and by requesting Google reviews. Most importantly, it helps you build your email house list, which is often your firm’s most valuable asset. 

Accelerator Pro has all the features of Lite, then takes over from there. Pro automates all the steps that happen from the time a client finds you through building the relationship beyond the initial planning process. No more worrying about where the next client will come from. No more losing them if they show interest but don't take the next step. No more stressing about them starting the process and then falling through the cracks. And no more losing the client to another lawyer when they need future services. Pro ensures the client is invested in and moves forward through the process, in a long-term relationship with you.

Most CRMs handle only one aspect of the client journey and stop there. One CRM may help you attract clients, but then you need another CRM to help you serve the client. Another CRM may help you serve the client, but they don’t automate touch points with your clients once they’ve signed their documents. Accelerator Pro automates the entire process, from attraction to service delivery, to ongoing touch points after their plan is signed. Accelerator Pro was built to help you deliver on the PFL Promise of a plan that works when your clients need it to.  

Absolutely! You can generate invoices and collect payments, as well as run reports on a myriad of data related to the revenue you’re generating.

No. Accelerator Pro is a month-to-month subscription. 

You’ll pay for the buildout first, then sign your licensing agreement. Next, you’ll receive a welcome form, where you’ll provide all the firm-specific information the team needs to build your app. After you complete the welcome form, the team will get started building your app.

You can export your contact data, but as with other platforms, the rest will no longer be available if you cancel your subscription.

Accelerator Pro was designed for the PFL Life & Legacy Planning^Ⓡ process. If you have other practice areas, you’d need to maintain your current programs for those cases only.

The monthly subscription for Accelerator Pro is a fraction of the amount one client typically pays for a Life & Legacy plan, so it pays for itself even if you engage just one client for foundational planning. But remember that Accelerator Pro automates ongoing relationships with your clients. So, factoring in the lifetime value of the client - and the referrals you’ll receive from that one client over time - your rate of return increases dramatically.

Unlike programs like Clio, MyCase, or Lawmatics, which serve all lawyers, Accelerator Pro is only available to PFL firms, so the support is unparalleled. The Accelerator team has its own support email address, will train you how to use the platform, will hold your hand along the way, and is always available for questions or for a quick Zoom call. 

We use a dedicated cloud hosting architecture through Google Cloud Platform Services and Amazon Web Services, and are SOC2 and ISO 27001 compliant. Uptime is guaranteed at 99.5%. All data is encrypted in transit with TLS version 1.2, or 1.3 and 2,048 bit keys or better.