Your whole front office, installed and run for you.
Estate Planning Client Engine

Every call answered. Every lead followed up. They sign with you.

VALE sets up a complete legal CRM for your firm. A professional website, booking, intake, and follow-up, all wired together and set up for you. You take the booked calls. We handle the rest.

The real problem

You went to law school to practice law. Not to chase leads and answer phones after 5pm.

01

Every missed call is a plan walking out the door

A call after hours goes unanswered, and that $3,000 to $8,000 estate plan dials the next firm on the list.

02

The fortune is in the follow-up nobody does

Your "not ready yet" leads are gold. The estate planning sales cycle is long, and it lives or dies on follow-up that never happens.

03

You lose on credibility before they call

Clients pick LegalZoom and Trust & Will on price, and bigger firms on a web presence that signals authority. Yours looks like 2012.

What you get

We don't sell software. We install the outcome.

A CRM that books your consultations and follows up on every lead. Built and run for you. You take the booked calls.

Never lose another lead

Every after-hours call gets texted back. Every new inquiry gets an instant reply. The leads you were letting slip get caught and worked, automatically.

Your calendar fills itself

Booking, intake, and reminders run on their own. You stop chasing and start showing up to consultations.

Win before they even call

A professional, authority-positioned website does the talking, so you stop losing clients to LegalZoom and the bigger firm down the street.

Your reputation grows itself

Happy clients get sent to your Google profile. Unhappy ones reach you privately first. Your star rating climbs without you lifting a finger.

Dead leads come back to life

Old inquiries and past clients get pulled back into real follow-up. The deals you wrote off start booking again.

How it works

Installed for you, not handed to you.

No project plan to manage. Three steps and your CRM is running.

1

Watch how it works

Watch a short video that shows exactly how VALE catches every lead and books your consultations. No call required.

2

We install it for you

Website, automations, booking, intake, follow-up, and reviews, all built and wired together. Your team gets a system that already works.

3

You take the calls

Once it is live, missed-call text-back and speed-to-lead run on their own. The calendar fills. You show up to consultations and sign clients.

Plans

Priced by firm, not by seat.

Unlimited staff seats on every plan, because the whole point is getting your entire firm on one system.

Start here

Core

The complete CRM, set up for you.

$297/ month
  • All-in-one inbox for calls, texts, and email
  • Online booking, automated intake, and document requests
  • E-signature, engagement letters, and payment collection
  • Prospect-to-client pipeline and reporting
  • Unlimited staff seats
Recommended

Authority

Everything in Core, plus we run your growth.

$597/ month
  • Answers your calls live, 24/7
  • Answers website chats live, 24/7
  • Qualifies prospects automatically
  • Books the consult, even after hours
  • Everything in Core

Zero risk. A 30-day money-back guarantee.

If VALE doesn't book qualified consults on your calendar in your first 30 days, we refund every dollar. You're covered.

Straight answers

The questions attorneys ask first.

Does this replace Clio or Lawmatics?

Clio and Lawmatics hand you software and leave you to figure it out. VALE sets up the whole CRM: capture, intake, book, convert, and follow up. That is the part that actually organizes your firm.

How long until it is live?

Fast, but not overnight. We build and install the full system for you over your first weeks, not dragged out across months like a typical software rollout. You'll have a clear timeline up front.

Why is it priced by firm?

Because the point is getting your whole firm on one system. Unlimited seats, no per-user math, no comparison to a per-seat CRM.

Now onboarding

We've got room for your firm.

Watch the quick video, see exactly how VALE works, and start whenever you're ready. No call required.

No call required. Start in minutes.