ACCELERATOR
Built for where you are
The implementation engine behind your firm. Move leads, meetings, clients, and follow-up forward with confidence — using the Life & Legacy® Planning process already built in.
Accelerator 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.
Get what you need at any stage of growth
Pay for what you need. Apply your one-time build out fee to future upgrades.
Essentials
$00 /month /month
What you get:
- Starter/Brochure Website
- Life & Legacy Inventory Tool (LLIT)
- Done for you Marketing Materials
- Curiosity Conversation Tracker
Launch
Top$7508 /month /month
All Free features, plus:
- 4 Lead Magnets
- Meeting Support and Automation
- Payments
- Drafting Integration
- Delivery Support
- Branding
- 4 Onboarding Sessions
Pro
$150016 /month /month
Built for firms serving 8+ clients per month that need greater marketing capacity, deeper customization, and ongoing implementation support.
Expanded custom website
6+ lead magnets and growing library
10 done-for-you event funnels
Advanced integrations and unlimited workflow customization
1 supported campaign or workflow addition each month
Expanded custom website
6+ lead magnets and growing library
10 done-for-you event funnels
Advanced integrations and unlimited workflow customization
1 supported campaign or workflow addition each month
Elite
$2750149 /month /month
All Pro features, plus:
- Advanced Customizations - 10 dedicated customization hours a month
- Dedicated IP
- Unlimited Onboarding Sessions
- Monthly Support Calls
- Early Access to New Features (ex: Paid Ads and Social Calendar Support)
Essentials
Launch
Pro
Elite
Getting Started
Build Out Fee
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$2500
$5000
$8500
Onboarding Sessions
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Four 1:1 Sessions
Four 1:1 Sessions
Unlimited 1:1 Sessions
Attract
Managed Website
Launch includes a polished 3-page custom website with a blog and 4 lead magnets. Pro includes a larger multi-page custom website with dedicated pages for your services, jurisdictions, and client audiences, plus a blog, multiple lead magnets, and room to expand your marketing as your firm grows.
Brochure (1-Page)
3-page custom website with a blog and 4 lead magnets.
PRO ADVANTAGE: Expanded custom website with deeper content, more resources, and multiple lead magnets.
Included with Pro.
Done For You Marketing Assets
Blogs, newsletters, social captions.
eNewsletter
We customize, set up, and send your firm's eNewsletter every week, helping you stay top of mind, share useful guidance, and build trust with your audience without adding another task to your plate.
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Lead Magnets
Done For You / Set It and Forget It lead generation, with proven marketing assets -- email drips, landing pages, and invites.
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4 lead magnets: 5 Ways a Plan Can Fail, Wear Clean Underwear, Kids Protection Planning Guide, and 1 of your choice.
PRO ADVANTAGE: 6 lead magnets plus a growing library for different client avatars.
Access to 6 lead magnets, plus a growing library designed for different client avatars.
Event Management
Community marketing engine, generating qualified, local leads that turn into clients through follow up. Includes Registration Pages and Email/SMS reminders.
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1 done-for-you event funnel: sign-up page, confirmation page, email and SMS reminders, and follow-up sequence.
PRO ADVANTAGE: 10 done-for-you event funnels.
Long-term Nurture Campaign
20 email drip campaign that encourages your leads to book a 15 minute discovery call. Series stops when a call is booked.
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Advanced Lead Generation
Get strategic support to drive qualified traffic and leads into your firm through paid advertising, including campaign planning, persuasive copy, and creative assets designed to support measurable growth.
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Coming Soon
Coming Soon
On-Demand Webinar Funnel
Coming soon. Included with Pro and Elite; available as an add-on for Launch.
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Add-on • Coming soon
INCLUDED WITH PRO: Coming soon
Coming soon
Qualify & Engage
Discovery Call
Automate the booking and management of discovery calls.
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2 Links
3+ Links
3+ Links
Planning Session Meeting
Automate the booking and management of Planning Sessions.
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2 Links
3+ Links
3+ Links
Homework Support
Manages client intake, data collection, and supports preparedness for the plan design.
Complete client homework in our new Intake tool, LLIT.
Email Deliverability
We set up dedicated sending infrastructure and follow proven sending practices to support stronger inbox placement and a healthier sender reputation. Email providers make the final delivery decision, so placement cannot be guaranteed.
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Convert Clients
Engagement Agreements
Easily manage the conversion of your lead into a client, operationalizing client management.
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Custom
Custom
Custom
Invoicing
Easy payment integration, and track when you have received payment prior to dedicating time to the client.
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Plan Design
Reduce administrative burden by handling all customer information within one system -- create your work product (the plan) without hassle.
Guide plan design with our new Intake tool, LLIT.
CIMI
Reduce administrative burden and back and forth with your clients.
Review and confirm client details in our new Intake tool, LLIT.
Deliver Exceptional Service
Drafting
Collect all of the information needed for drafting and share it with your platform of choice. Native integrations with Trustate and WealthCounsel.
Signing
Finalize the delivery phase of the Life and Legacy estate planning process with exceptional client experience.
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Plan Delivery
Finalize the delivery phase of the Life and Legacy estate planning process with exceptional client experience.
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Retain & Grow
Trust Funding Follow-Up
Keep post-signing trust-funding steps visible with reminders and tasks. The firm and client complete the actual asset transfers.
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FamilyCare Program
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Online Reviews
Request reviews from your clients.
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Legacy Interviews
A client-provided video interview that preserves their stories, values, and family wisdom for loved ones, supported by scheduling and follow-up workflows.
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Advanced Marketing System
A Reviews System and multiple campaigns to generate more referrals, re-engage past leads, and bring clients back.
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PRO GROWTH FEATURE: Coming soon. Generate more referrals, re-engage past leads, and bring clients back with a Reviews System and multiple campaigns.
Included with Pro
Run Your Firm
House List
Keep track of contacts and communications.
Pipeline Tracker Sheet
Import and use your existing house list to start building relationships right away.
Add New Lead Form
Firm can add new leads from networking or phone calls by completing the Add New Lead Form.
Pipeline Tracker Sheet
Client Intake: Life & Legacy Inventory Tool (LLIT)
Our new Client Intake tool brings homework, plan design information, and client review together.
Document Portal: Access client information and documents in our new Intake tool, LLIT.
Sales / Client Pipeline
Clients progress through your sales pipeline. You can see what stage each client is in.
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Integrations
Reduce duplicate work and keep your systems connected with supported billing and drafting integrations. Pro and Elite can also request more advanced custom integrations when needed.
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PRO ADVANTAGE: Advanced custom integrations with other systems when needed.
Advanced custom integrations available.
Reminders & Tasks
Stop tracking client milestones in your head or on a spreadsheet. Accelerator creates timely reminders and tasks so your team knows what needs attention and clients keep moving forward.
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Multi-Matter Management System
Manage multiple practice areas with greater ease using one organized system for pipelines, scheduling, and follow-up. Coming soon for Launch, Pro, and Elite.
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Coming soon
Coming soon
Coming soon
Dedicated IP
Emails are sent from your dedicated IP, versus a shared IP within Accelerator, improving email deliverability.
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Customize & Expand
Firm Branding
Assets and portal are updated with Logo and Colours.
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Welcome Form
Firm completes the Welcome Form to gather firm name, address, phone, email, attorney, staff, time zone, signature line salutation, planning session name, products and pricing, engagement agreement, merchant services preference for invoicing, pre-meeting packet customized, social media links, Meta pixel.
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House List Import
Firm provides existing house list. Accelerator team imports into system.
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Import your existing house list into Accelerator and start building relationships right away.
DIY Customizations
Make small adjustments yourself so Accelerator continues to reflect how your firm works and evolves.
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Sherpa Support
For ultimate customization, firm is assigned a Sherpa, a dedicated CRM Accelerator team member, who allocates 10 hours per month to assist the firm create customized automation workflows to facilitate estate planning or another practice area.
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Workflow Customizations
Launch includes minor adjustments to the PFL Method. Pro includes unlimited customization of existing workflows.
Minor adjustments to the PFL Method workflows.
PRO ADVANTAGE: Unlimited customization of existing workflows.
Included with Pro.
Campaign & Workflow Additions
Build momentum and generate more referrals with tailored campaigns and workflows. Pro includes one supported new campaign or workflow per month, up to 12 per year. You can also create additional DIY campaigns and workflows.
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PRO ADVANTAGE: One new campaign or workflow built with our support each month, up to 12 per year.
Included with Pro.
Support
Help Academy
Online course available 24/7 with video answers to your FAQ.
Email Support
Get direct access to our support team by email when you need help using Accelerator, understanding a feature, or resolving an issue.
Phone Support
Get direct access to our team by phone for timely guidance, troubleshooting, and help moving your work forward.
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Dedicated Monthly 1:1 Call
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Weekly Tech Yoda Support Call
Unlock more of Accelerator with live, hands-on guidance from Kevin Brightside. Bring your questions, troubleshoot roadblocks, and get practical help building automations and streamlining workflows so your firm runs with greater ease and you have more time to grow.
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Growth & Systems Planning Sessions
Two private strategy sessions each year to review how Accelerator is supporting your firm, map upcoming campaigns and events, and prioritize the customizations that will free up time and support your next stage of growth.
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Two private strategy sessions each year
Unlimited strategic support, plus a dedicated monthly 1:1 call
Private 15-Minute Tech Support Calls
Get private, focused help when something is preventing you or your team from moving forward. Each call focuses on one issue so we can help you find the fastest path forward.
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As-needed access for urgent issues affecting client work
PRO ADVANTAGE: Priority access for urgent issues, workflow questions, and implementation guidance
Unlimited priority access for troubleshooting, optimization, and strategic support
See what Accelerator 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.