The implementation engine behind a growing Life & Legacy® firm
Accelerator Launch helps PFL firms move leads, meetings, clients, and follow-up forward with confidence — using the Life & Legacy® Planning process already built in.
When critical moments in your firm still depend on memory, growth feels heavier than it should.
Launch gives you a structured way to manage the client journey — from first inquiry to signed engagement to ongoing relationship building — so momentum becomes easier to sustain.
It's not a lack of effort slowing you down
Most firms struggle because too many important moments still rely on manual intervention and remembering what happens next.
None of this feels existential at the moment.
But over time, these small gaps create friction, slow momentum, and make growth feel harder than it needs to be.
Launch helps the right things happen at the right time
Accelerator Launch is a done-for-you operating system built around the proprietary Life & Legacy Planning® process, so critical client moments are supported before they become manual bottlenecks.
Before the meeting
Leads and preparation move forward with less chasing.
- Lead magnets and landing pages built for PFL firms
- Automated follow-up after first contact
- Discovery call scheduling
- Pre-meeting package delivery
- Homework reminders
During the meeting
Protect momentum while trust is highest
- Engagement agreement sent while commitment is active
- Payment collected during the meeting
- Next steps clearly defined
After the meeting
Keep clients moving and relationships warm
- Welcome communication after engagement
- Pipeline visibility across client stages
- Weekly newsletter support
- Long-term nurture through your house list
This isn’t generic automation – we’re built around the PFL way
Launch is not borrowed legal software adapted later.
It is structured around the same Life & Legacy client journey our PFL firms are already learning to deliver:
attract → nurture → qualify → engage → convert → deliver → retain
That means your systems reflect your service model — instead of forcing your firm into someone else’s process.
Here's what changes when structure arrives early
Within the first few months, firms often describe the same shift:
→ They know where leads stand.
→ They know where clients are sitting.
→ They know what requires attention today.
→ And they stop carrying every next step mentally.
That creates a different kind of confidence:
A firm that feels easier to run — and easier for clients to trust.
You don't need to wait until things feel bigger
You might be thinking: systems are something to install later... I'm not there yet.
The firms that benefit most are often the ones that put good operating habits in place before growth exposes every weak spot.
Because once manual habits form, they become harder to unwind.
Hit the ground running: the right structure early makes the next season of growth much more manageable.
Launch is designed for firms that are ready for clearer momentum
Launch is often the right fit if:
you are building consistent client movement but still holding too much manually
follow-up depends heavily on you or one team member
you want a house list and nurture system that scales
you want clients guided properly before and after meetings
you want your firm to feel more structured before growth gets heavier
See what you get with Launch
Attract: Marketing Features
Know your clients and leads are still hearing from you, even when your focus is elsewhere.
- proven lead magnets already built around PFL messaging
- landing pages that collect leads properly
- automated follow-up after opt-in
- post-networking nurture that continues after first contact
- house list structure that grows over time
- weekly email newsletter support to stay visible
Nurture: Lead Management Features
Make sure your future clients act while interest is still active.
- automating 15-minute discovery call scheduling
- sending confirmations immediately
- reducing friction to booking
- reminding consistently
Prepare: Intake Features
The meeting starts stronger because preparation happened before you entered the room.
- proprietary Life & Legacy Intake Tool
- sending pre-meeting package automatically
- sending homework requests consistently
- reminding clients until completed
- preparing you and your firm before the conversation begins
Engage: Features for Converting Clients
Protect conversion when trust is highest.
- send engagement agreement immediately
- secure signature during the meeting
- collect payment while commitment is active
Deliver: Client Management Features
Know where your energy belongs, and stop wondering what's stuck.
- tracking where each client sits in pipeline
- managing milestones
- showing what requires attention
- keeping meetings and tasks visible
Retain: Relationship Management Features
Launch helps your firm stay present between moments of immediate need.
- continuing newsletter visibility
- nurturing house list
- keeping former prospects connected
- staying top of mind for referrals and future planning
Need more?
Launch sets up your firm's operating system foundations, but the party doesn't have to stop there.
Accelerator Pro offers robust marketing features, additional customization, integrations and more, when you've got the momentum and want to drive consistency.
Need to go even bigger? That's where Accelerator Elite comes in. Full customization, supporting multi-stream, multi-location and larger teams for those growing their empire.
See what Launch could look like in your firm
We’ll look at where your current process feels manual, where momentum is strongest, and whether Launch is the right next layer for your stage.