Wednesday, 4:45 PM
A retired couple calls after their financial advisor recommended your firm. They want to set up a trust for their grandchildren.
→ They reach voicemail, feel uncertain, and call the other attorney their advisor mentioned.
Estate planning is referral-driven. When a trusted advisor sends someone your way, that first phone call determines whether they hire you. Sidebar ensures every caller gets a polished, professional experience.
Book a Free Demo →A retired couple calls after their financial advisor recommended your firm. They want to set up a trust for their grandchildren.
→ They reach voicemail, feel uncertain, and call the other attorney their advisor mentioned.
A high-net-worth client calls to discuss updating their estate plan after a recent health scare. It’s the first time they’ve reached out.
→ You’re in a signing meeting. They leave a message and call another firm while waiting.
An adult child calls about helping their aging parents set up a power of attorney. Their CPA referred them to you.
→ Your phone is ringing off the hook from the weekend. This call gets lost in the mix.
Estate planning clients -- often older, often referred by a trusted advisor -- expect a professional phone experience. Sidebar greets every caller warmly and handles the conversation with the polish of a top-tier receptionist.
Captures matter type (wills, trusts, POA, probate), family structure, asset overview, and referral source. You know exactly what the caller needs before the consultation.
Books the initial consultation while the caller is on the line. Estate planning clients who schedule immediately are far more likely to follow through.
Sidebar asks how the caller heard about your firm and logs the referral source. Track which financial advisors, CPAs, and past clients are sending you business -- and nurture those relationships.
“Our referral partners love it. Their clients tell them we were the most professional firm they spoke to. That keeps the referrals coming.”
Whitfield Estate Law
Estate Planning
35%
More consultations booked
100%
Of referral calls answered
< 1s
Average answer time
98%
Caller satisfaction