Website and seminar follow-up for an estate planning firm

An example engagement for law firms in Houston.

This is an example engagement, not a client story. It shows how we would run an audit and build for a typical firm of this kind. The research figures come from the public sources cited, and nothing here reports a specific client's results.

A Houston estate planning and probate firm with two attorneys that holds regular community seminars and gets steady search traffic on wills and trusts.

The website is several years old, slow on phones, and buries the way to book a meeting. Visitors read about trusts and leave without getting in touch.

Seminar sign-in sheets hold dozens of names. Someone means to call each one, but the calls trail off within a week, and most attendees never hear from the firm again.

What the research says02

Google's Core Web Vitals thresholds for a good experience are Largest Contentful Paint within 2.5 seconds, Interaction to Next Paint of 200 milliseconds or less, and Cumulative Layout Shift of 0.1 or less, measured at the 75th percentile of page loads.

Google, web.dev, "Web Vitals"↗

Under the Texas lawyer advertising rules in effect since July 1, 2021, a firm's homepage must be filed with the Advertising Review Committee unless an exemption applies, while most other website content is exempt. Advertisements must name a lawyer responsible for the content and that lawyer's primary practice location.

Texas Lawyers' Insurance Exchange, "Changes to Texas Lawyers Advertising and Solicitation Rules: The Highlights"↗
Audit, build, measure03

What the audit checks

  • Measure Core Web Vitals for the homepage and top pages on mobile, using field data where it exists.
  • Review the site for the advertising disclosures Texas requires and note which pages need filing.
  • Count seminar attendees over the last year and how many booked a meeting.
  • Check how search visitors move from articles to booking.
  • Rank fixes by expected return using the firm's average plan fee.

What we build

  • A rebuilt, fast site with clear pages for wills, trusts, and probate, and a booking button on every page.Website Build
  • The responsible attorney and practice location shown on advertising pages, with the homepage ready to file.Website Build
  • Seminar follow-up that sends materials the next day and offers a planning meeting over the next few weeks.AI Intake and Lead Follow-Up
  • Monthly checks on speed and on which pages lead to booked meetings.Site Care and Optimization

What we measure

  • Core Web Vitals status on mobile
  • Booked meetings from website visitors per month
  • Share of seminar attendees who book a meeting
  • Time from seminar to first meeting

Every measure starts from the firm's own baseline, taken during the audit, so results are compared with how the firm ran before anything changed.

Keep reading03
Industry

Law firms

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