Elder and Estate Law | SEO + Automation

The Switchback Starter Pack for Elder & Estate Law

AI-Powered Automation Bundle

• Streamlined Legal Operations:
  Automate appointment scheduling, case updates, document management, and client communications, so you can focus on delivering personalized legal counsel.

• Custom Legal CRM:
  Benefit from a tailor-made CRM built to handle extensive client and case data, ensuring seamless integration and secure transfer of sensitive information.

• Time Savings:
  Reduce administrative tasks by over 20 hours per week, freeing you to concentrate on case preparation and client advocacy.

• No-Code Simplicity:
  Enjoy an intuitive, spreadsheet-inspired interface that simplifies training and lead management—making it easy for your team to adapt and excel.

• Personalized AI Prompts:
  Let AI handle routine tasks—from drafting client communications and scheduling consultations to generating standard legal documents—transforming 10 minutes at your desk into 2 hours of productive work.

Enhanced DIY SEO Starter Pack w/ Website

• Boost Your Digital Presence:
  Increase your firm’s online visibility with expert SEO guidance tailored for legal services, helping potential clients find your elder and estate law expertise.

• Optimized Website Setup:
  Receive a 4-page, professionally designed website template (optional, built on Squarespace, but fully adaptable to your preferred platform) along with comprehensive post-launch audits to ensure peak performance.

• Actionable Insights:
  Access 3 hours of expert legal marketing and website optimization videos, a detailed content management sheet, and targeted market analysis to refine your digital strategy.

• Ongoing Support:
  Enjoy lifetime access to our SEO Trailhead, providing 24/7 assistance as you fine-tune your online strategy and engage with prospective clients.

Seamless Integration & Powerful Benefits

• Effortless Connectivity:
  Integrates seamlessly with your existing tools—from your practice management system and calendar to social media accounts, website platforms, and accounting software.

• Fully Configurable & Scalable:
  Tailor every detail to your firm’s unique requirements and scale effortlessly as your practice grows.

• AI-Enhanced Efficiency:
  Leverage personalized AI prompts to overcome common operational challenges and make informed, data-driven decisions.

• Dual Advantage:
  Streamline your internal processes while boosting your online presence to attract and engage more clients in need of elder and estate law services.

What You’ll Get

• 10 Time-Saving Automations:
  Complete setup, configuration, and testing of 10 automations specifically designed to reduce administrative burdens.

• Integration Toolkit:
  A fully configurable and scalable system with over 6,000+ integration possibilities to connect with your existing legal software and tools.

• Comprehensive Training:
  2 hours of live training (plus recorded sessions) for a smooth and efficient transition to your new system.

• Data Transfer Support:
  Full assistance in migrating your existing client and case data into our custom CRM, ensuring a seamless integration.

What You’ll Need

• An Email Account:
  We currently programmed the bundle to work with Gmail but it also works with Outlook, Yahoo Mail, iCloud, and more.

• Calendar:
  We set this up with Google Calendar but it works with any other calendar tool.

• (Optional) Social Media Accounts:
  If you use social media, you can connect them to the lead collection. Works with Facebook, Twitter, LinkedIn, and more.

• (Optional) Website:
  We have Squarespace plugged into the demo but we can set it up with any website builder including WordPress, Wix, Webflow, and more.

• (Optional) Accounting Tool:
  Whether you use QuickBooks, FreshBooks, or have a specialized accounting tool, our system integrates seamlessly.

Need more hands on help? Try the Trek.

Need less hands on help? Try the SEO Trailhead.