The implementation engine behind a scaling Life & Legacy® firm
Accelerator Pro helps growing PFL firms generate more opportunities, nurture more relationships, and support sustainable growth — using the Life & Legacy® Planning process already built in.
You've proven the model works. You're signing clients. Building momentum. Creating results.
The challenge now is creating the systems that allow your firm to grow without adding complexity, inconsistency, or administrative burden.
Accelerator Pro gives your firm the growth infrastructure to attract more leads, increase consultation volume, support your team, and strengthen long-term client relationships — all in one system built specifically for Personal Family Lawyer® firms.
Growth creates new challenges
Most firms don't struggle because they lack expertise. They struggle because growth starts demanding more than their current systems can support.
And suddenly the systems that worked when your firm was smaller start feeling stretched. Not because they're broken.
Because your firm has outgrown them.
Accelerator Pro helps more of the right things happen
Accelerator Pro is a complete growth and operations system built around the proprietary Life & Legacy® Planning process, helping your firm create more opportunities while maintaining the consistency that clients expect.
Create more opportunities
Generate a larger and more predictable pipeline
- Multiple lead magnets
- Branded lead magnets
- Landing pages
- Event marketing systems
- Newsletter fulfillment
- House list growth
- Long-term nurture campaigns
Scale consistently
Support more clients without creating more chaos
- Team scheduling
- Multiple meeting owners
- Automated reminders
- Client progression tracking
- Workflow automation
- Shared visibility across the team
Relationships that compound
Stay connected long after the first engagement
- Long-term nurture
- FamilyCare support
- Newsletter campaigns
- Event invitations
- Review generation
- Referral opportunities
This isn’t generic automation – we’re built around the PFL way
Accelerator Pro isn't a collection of disconnected tools.
It's built around the same Life & Legacy client journey your firm is already learning to deliver:
attract → nurture → qualify → engage → convert → deliver → retain
The difference is that Pro adds the growth systems needed to scale that journey.
That means your marketing, operations, and client experience all work together instead of being managed separately.
Your systems should support your service model — not compete with it.
What becomes possible when growth is supported properly
Within the first few months, firms often describe the same shift:
→ Marketing becomes more consistent.
→ Lead flow becomes more predictable.
→ Prospects stay engaged longer.
→ The team gains greater visibility.
→ Client communication happens more consistently.
→ And growth starts feeling intentional instead of reactive.
You stop wondering where the next opportunity will come from.
And start focusing on serving the opportunities already in front of you.
More leads are only part of the equation
Many firms initially believe they need more marketing. Sometimes that's true.
But more often, they need stronger systems behind their marketing -- because growth isn't simply about generating more activity:
It's about consistently turning attention into consultations, consultations into clients, and clients into long-term relationships.
The firms that scale most successfully aren't always doing the most marketing.
They're the firms with the infrastructure to support growth once it arrives.
The goal isn't simply more leads. The goal is more opportunities that actually move forward.
Pro is designed for firms ready to grow beyond the basics
Pro is often the right fit if:
you're running events or want to
you're ready to increase consultation volume
you're consistently signing clients each month
you're building a team
you want stronger marketing systems
you're ready for branded marketing assets
you want deeper client nurturing and retention
you're looking for more growth without more complexity
See what you get with Pro
Attract: Create More Opportunities
Know your clients and leads are still hearing from you, even when your focus is elsewhere.
- Multiple lead magnets
- Branded lead magnets
- Landing pages and opt-in funnels
- Event registration and promotion
- Educational workshop campaigns
- Newsletter fulfillment
- House list growth systems
- Long-term nurture campaigns
Nurture: Lead Management Features
Make sure your future clients act while interest is still active.
- Discovery call scheduling
- Planning session scheduling
- Team scheduling support
- Automated confirmations and reminders
- Multi-user calendar management
- Follow-up automation
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.
- Engagement agreement workflows
- Payment collection support
- Automated next-step communication
- Lead and prospect tracking
- Consultation follow-up systems
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
- Client journey automation
- Life & Legacy workflow support
- Intake and onboarding systems
- Automated communication
- Meeting preparation workflows
Retain: Relationship Management Features
Launch helps your firm stay present between moments of immediate need.
- FamilyCare Program
- Long-term client nurture
- Newsletter communication
- Event invitations
- Review requests
- Referral generation systems
Customize: Your Personalized Growth Engine
- Branded marketing assets
- Greater workflow flexibility
- Expanded automation capabilities
- Customized nurture paths
- Team-based operating systems
- Growth-focused infrastructure
Scale: Support a Growing Team
- Multiple users and permissions
- Shared client visibility
- Team workflows
- Task management
- Pipeline management
- Internal coordination tools
Need more?
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.
Build the firm your next stage of growth requires
We'll look at where your firm is today, where growth opportunities exist, and whether Accelerator Pro is the right next step for your stage.