Case Study: PrivateCounsel achieves $20,000+ monthly marketing savings and automated follow-up with Keap (Infusionsoft)

Law Firm Saves Thousands of Dollars a Month with Infusionsoft

PrivateCounsel, a four-person estate-planning firm led by David Hiersekorn, helps clients with wills, trusts and education-based legal services. Early on the firm relied on a costly, labor-intensive marketing fulfillment system — contractors, an in-house marketing specialist and events — that ran about $20,000 a month and required repetitive follow-up with prospects and referral sources.

By implementing Infusionsoft to automate web forms, email campaigns and fulfillment, PrivateCounsel gained a virtual marketing team that handled routine follow-up and smoothed workflow. The firm cut more than $20,000 a month in marketing costs, improved client attention, and maintained operations during the owner’s extended absence for family medical needs.

PrivateCounsel

David Hiersekorn

Estate Planning Attorney