Three Ways to Fill Your Calendar
Whether you want total exclusivity, a lower-cost entry point, or appointments already on the books. Every option comes with real-time delivery and full dashboard visibility.
For Firms Who Don't Share
Your market. Your prospects. Nobody else's phone rings
Exclusive Leads
Every Exclusive lead is routed to your firm and only your firm. No other attorney sees it, bids on it, or calls it first. When a family in your territory is actively researching wills, trusts, or powers of attorney, you're the only firm they hear from — which means you're not racing five other attorneys to the phone the moment a lead drops. Exclusivity isn't just about lead count — it's about your name being the only name that prospect associates with "the attorney who reached out." That's the entire game in a business built on speed-to-lead
Why Firms Choose Exclusive:
Zero competition on every lead — no split attention, no race to dial first
Full territorial control — your market stays yours as long as you're active
Higher intent-to-close: exclusive prospects haven't already talked to three other firms by the time you call
Best fit for firms with the capacity to follow up immediately and consistently
How it Works:
You define your service area (statewide or localized by county/DMA/city)
We run qualified consumer campaigns targeting that exact geography
Every lead that matches your criteria comes to you — full stop
You see it land in real time in The Engine Room, timestamped on delivery with completed contact information or we replace free of charge
Who exclusive leads are for: Firms ready to commit to defined territory and follow up fast. If you can call a lead within minutes of delivery, Exclusive is where the real ROI lives.
For Firms Building Volume on a Budget
A Real Shot, Not a Lottery Ticket
Shared Leads
Shared Leads give you a lower-cost way into consistent pipeline without the full commitment of exclusivity. The difference between Legal Engine's Shared Leads and the "shared" leads you've probably been burned by elsewhere: we cap every lead at a maximum of 3 firms, never five, never "however many we felt like selling it to." You'll always know exactly how many other firms received the same lead, because that number never changes without telling you.
This is the option for firms who want to test a market, supplement an existing pipeline, or scale volume before committing to full territorial exclusivity.
Why Firms Choose Shared:
Meaningfully lower cost per lead than Exclusive
Hard cap of 3 firms per lead — disclosed, never hidden, never exceeded
Same real-time delivery and dashboard visibility as Exclusive
A low-risk way to validate a new market before scaling up
How it Works:
You select your territory and volume
Leads matching your criteria are distributed to a maximum of 3 firms, including you
Speed still wins. The firm that calls first still has the edge, but the field is capped, not flooded
Every delivery is timestamped and visible in The Engine Room, same as Exclusive
Bullet List 5
Who shared leads are for: Firms testing a new market, working with a tighter budget, or wanting to supplement referral flow without a full territorial commitment.
For firms who want to skip straight to the consultation.
The Closest Thing to a Client Walking Through the Door
Booked Appointments
Booked Appointments go a step past lead delivery. The prospect is scheduled directly onto your calendar, confirmed, and reminded automatically before the meeting. You're not calling a name and number hoping to catch someone receptive. You're walking into a consultation with someone who already said yes to a specific date and time to talk about their estate plan.
This is the highest-intent, highest-convenience option we offer, and it's built for firms who'd rather pay for a calendar slot than manage a call queue
Why Firms Choose Booked Appointments
No outbound dialing required. The meeting is scheduled for you
Automated confirmations and SMS/email reminders reduce no-shows
Ideal for firms with limited time for lead follow-up
The clearest, most predictable cost-per-consultation of the three options
How it Works
You set your availability and territory
Qualified prospects book directly into open slots via our scheduling system
Appointments sync to your calendar with automatic confirmation and reminder sequences
You show up & they show up. That's the job.
Who booked appointments are for: Firms that value time over volume - especially solo practitioners and small firms who'd rather have five confirmed consultations than fifteen leads to chat.
Not Sure Which Fits? Here's the breakdown:
At a Glance
Competition
Cost per Lead
Best For
Your Effort
Exclusive
None
Highest
Firms with fast follow up
Call immediately
Shared
Max 2 other firms per market
Lowest
Testing a Market / Tighter Budget
Call Immediately. Fastest Wins
Booked Appointments
None - Already Scheduled
Lowest per consolutation
Firms short on time
Show up to the meeting.
Frequently Asked Questions
Q: Can I mix products — some Exclusive, some Shared?
Yes. Many firms run Exclusive in their core territory and Shared in an adjacent market they're testing
Q: What counts as an invalid lead?
Disconnected numbers, out-of-service-area submissions, and other criteria defined in your Service Agreement. Invalid leads are replaced — clearly, without argument
Q: How fast do leads actually arrive?
In real time — the moment a prospect is qualified, it's routed to you by text, email, and into The Engine Room simultaneously.
Q: Is there a minimum commitment?
No long-term contracts. Leads are sold in prepaid blocks of 10, and you can pause or adjust anytime.
The families searching for estate planning help this month will hire someone. Let's make sure it's you.
15 minutes. Real numbers for your market. An honest answer about whether we can help, and whether your territory is still available.
(248) 927-2582
Monday - Friday, 8:00 am - 5:00 pm EST
Exclusive estate planning leads for growth-minded firms.
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