Professional Website
A site that validates your referrals — mobile-first, fast, maintained. Reflects the quality of your work.
Replaces: Your current site
Estate Planning & Elder Law Attorneys
Not just your website.
Your whole practice,
finally connected.
Privacy-first practice management for estate planning and elder law attorneys — including special needs planning. All connected. All yours. Managed for less than two billable hours a month.
The Real Cost
You’re paying more than you think.
Right now, you’re running your practice on 5–7 tools that don’t talk to each other. Each has its own login. None share data. Every month starts from zero.
What you’re paying now
Fragmented tools, invisible costs
- Software subscriptions (5-7 tools)$400–$800
- Paralegal re-entering data across systems$300–$400
- Lost leads from slow follow-up$500–$1,500
- Lost referral revenue you can't trackUnmeasured
Your actual monthly cost$1,200–$2,700+
Built by Cameron
One system. Everything connected.
- Professional website
- CRM + referral tracking
- Online booking
- Invoicing + payments
- Email marketing
- Secure client portal
- Up to 5 users included
Monthly, everything included
$399/mo
vs. $1,200–$2,700
Save $800–$2,300/mo
7tools
replaced by one system
Website · CRM · Booking · Invoicing · Email · Portal · Billing
2.5hrs
billed in an 8-hour day
The average solo attorney. The rest is admin.
48%
of law firms unreachable by phone
First impression lost. Referral wasted.
One System
One system. Everything connected.
Seven tools replaced by one. One login. One dashboard. Everything shares the same data — so you never re-enter a client name again.
CRM & Referral Tracking
Track every client, every referral source, every lead pipeline stage. Know exactly who sent you business.
Replaces: Spreadsheets, Lawmatics
Online Booking
Consultation scheduling with calendar sync and automated reminders. Clients book in seconds.
Replaces: Calendly
Invoicing & Payments
Flat-fee billing, online payment, receipts. No more chasing checks or managing LawPay separately.
Replaces: LawPay
Email Marketing
Newsletters, automated annual review reminders, and drip campaigns. Stay top of mind effortlessly.
Replaces: Mailchimp, Constant Contact
Secure Client Portal
Private document sharing and messaging. Your clients send files securely. Nothing goes through email.
Replaces: Clio's portal
What stays separate: Your document drafting software (WealthCounsel, Wealth Docx, etc.). That’s your core legal tool. I don’t touch it. You keep it.
Your Practice
Built for estate planning and elder law firms.
Including those with a special needs planning practice. Different practice areas have different pain points — I speak your language because I built this system from the ground up for attorneys like you.
For estate attorneys
Estate Planning
We know your CPA sends you referrals you can't track.
Your referral relationships are your practice. You need a CRM that logs every source and a website that makes CPAs proud to send people your way.
Estate PlanningFor elder law attorneys
Elder Law
Your clients' Medicaid plans just changed. Your tools shouldn't be another thing to figure out.
Your clients are often in crisis. They need easy online booking and clear communication. Your tools should make that simple — not add to the confusion.
Elder LawFor special needs planning attorneys
Special Needs Planning
Protect what you've built for them.
Special needs trusts, ABLE accounts, guardianship workflows, and benefits tracking — managed together, so you can focus on the families who've been planning for decades.
Special Needs PlanningYour Data Promise
I never see your client data.
That’s not a policy. It’s how the system is built.
Your own server
Not shared hosting. Your own building. Your own keys. Your system runs on infrastructure that belongs to you.
Locked access
I maintain the walls. I can't open the file room. The system is built so I can keep everything running without ever seeing your client records.
Your data, your way
If you leave, you take everything. No lock-in. Ever. Your content, your data, your contacts — yours.
The way I put it:
I maintain the building. You own what’s inside.
Your data migration happens on a screen share — you do the clicks, I do the guidance. If I ever need to see a specific record, you give written authorization, I fix it while you watch, and access ends when the fix is done.
Read the full data promiseSimple Pricing
What does this cost?
One-time setup fee
$5,999to build
Includes: website design, configuration, branding, training videos, data migration guides, onboarding call, go-live support.
Monthly, everything included
$399/month
Up to 5 users included. No contracts. You own it all.
That’s less than one billable hour — and less than half of what you’re losing right now.
Everything included
- Professional website — maintained, secured, backed up daily
- CRM with referral source tracking
- Online consultation booking with calendar sync
- Flat-fee invoicing with online payment
- Email marketing — newsletters and automated reminders
- Secure client portal for document sharing
- Up to 5 users included. Need more? Let's talk.
- Up to 5 site changes per month included
- Monthly system health check-in
- No contracts — cancel anytime
Prepay and Save
$369/month — 6-month prepay
$2,214 total — saves $180
$349/month — 12-month prepay
$4,188/year — saves $600
About Cameron
Built by a person, not an agency.
I specialize in estate planning and elder law because I believe knowing your world matters more than knowing every framework. Estate planning and elder law attorneys have specific needs — and I built a system around them. That includes firms with a special needs planning practice.
Every site I build runs on its own server. Every client owns everything. And I never see your client data.