Asset-qualified Medicaid planning cases, screened on estate size and care timeline before they ever reach your intake. You stop spending billable hours on consults that were never going to become files.
Free · No credit card · 2 minutes
Move the sliders to match your firm. The figure updates as you go.
From qualified cases alone — before any change to your existing referral or seminar flow.
Most marketing companies only talk to you about the first one. That's exactly why what you've tried hasn't moved your case count.
Families with a parent entering long-term care and assets worth protecting — reaching you before they reach the firm running the Sunday seminar.
The cases that already found you and left anyway. This is where elder law firms bleed hardest, and almost nobody measures it.
This practice area is unlike any other. You got into it because the work genuinely protects families.
"I just spent ninety minutes on an $18,000 estate."
There was nothing to plan. No trust, no strategy, no file. You were kind about it because that's who you are — but that was your Tuesday morning, and it's gone.
"Our whole pipeline is one discharge planner and a seminar."
The hospital social worker sends good families your way, and you're grateful. But if she retires or moves, your case flow moves with her.
"We tried Facebook ads. Everyone who called had nothing to protect."
You spent real money and got form fills from people looking for a $400 will. The leads felt nothing like the families your referral sources send.
"The crisis cases go to whoever picks up the phone first."
Dad was admitted Friday. The family calls four firms Saturday morning. You're closed until Monday. By then it isn't your case.
"The seminar mailer costs more every year and fills less of the room."
Venue, catering, direct mail, an evening of your time. Twelve people show, four are prospects, one signs. You keep doing it because it's the only channel you have.
"The big firm down the highway is on every radio station."
They have the ad budget, the seminar circuit, and the recognition. You have better judgment and a smaller practice. That shouldn't be the thing that decides it.
None of this means your firm is struggling. It means your firm has been growing on relationships instead of on a system you control.
The firms adding files right now aren't advertising harder. They've built a front end that filters on estate size and care timeline before anyone books a consult.
The audit locates whether your constraint is case flow, intake conversion, or both — and where in the sequence families are dropping out.
Not a generic report. A specific read on your practice: your state's Medicaid rules, your current sources, your average engagement fee, and what a controlled case pipeline looks like for a firm your size.
You arrive already knowing the subject. No pitch theater. A focused conversation about what your firm needs to sign more qualified files.
The audit takes two minutes. Most attorneys finish it and say some version of the same thing: "I knew where we were losing them. I'd just never written it down."
A clear read on whether your ceiling sits in case flow, in intake conversion, or in the handoff between them.
An honest measure of how much of your case flow rests on relationships you don't control — and what replacing a share of it would take.
Your consult-to-engagement ratio priced against your billable rate, so you can see what unqualified consults actually cost the firm each year.
A 1:1 call with someone who works only in elder law and Medicaid planning. No generic marketing advice. A real conversation about your practice.
Two minutes. No credit card. No obligation. An honest read on both gates — and a clear next step.