Fees, not enquiries
Rank channels by fees earned so one signed matter outweighs fifty enquiries.
For Estate Planning
Which channels produced engaged clients?
Match engaged matters and fees to the seminars, enquiries and campaigns that produced them.
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The blind spot
What's actually happening
Estate planning decisions are deferred for years. A seminar attendee may engage eighteen months later, which no click-based tool will connect to the campaign that filled the room.
Matters resolve much later
A matter signed this year and resolved next still traces to the ad behind it.
Defensible in a partner meeting
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $300,000
Attributed to a channel $201,000 67% of revenue
Average deal $2,400
Match rate 69%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 28 | $63,000 | |
| Seminars | 41 | $102,000 | |
| Email marketing | 17 | $36,000 | |
| Direct / Unknown | 39 | $99,000 |
The seminar is the channel, and it is usually unmeasured
Estate planning practices are built on seminars and educational events. Attendance is easy to count and engagement months later is almost never connected back to it.
The attendee list is a source file. Uploaded, seminars attribute like any other channel — including which venues, topics and times produce attendees who actually engage.
Deferral is the norm, not the exception
Almost nobody engages an estate planning attorney urgently. A gap of a year between first contact and engagement is ordinary, and it is exactly the gap attribution windows are too short to cross.
Matching on the client removes the window entirely, which is what makes measuring this practice area possible at all.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What estate planning usually push back on
Most of our leads come from seminars.
Upload the attendee list as a source file and seminars become measurable — usually the single most valuable thing this reveals.
People engage years later.
There is no attribution window. Provided both records are in the data you upload, the match holds.
Our clients are elderly and cautious about data.
Only a contact detail, a fee and a date are needed, and nothing is installed on your website.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most estate planning land on Growth.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions estate planning ask
Engaged matters: a client contact email or phone, the fee, and a date.
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