The client who calls first usually hires the firm that answers first.
Lead Grid responds to every inquiry instantly, confirms consultations so they actually happen, and turns satisfied clients into referrals and reviews.
Built for Legal, Accounting, Insurance · 14-day free trial · 5-minute setup
Where professional services businesses lose revenue
Consults that ghost
A no-show consultation wastes billable time you blocked out — and the prospect rarely reschedules on their own.
Missed intake calls
You're in court, with a client, or deep in a return. Prospects calling for help don't wait for a callback.
Renewals and referrals left on the table
Past clients are your best source of new work, but staying in touch falls to the bottom of the list.
Four pillars, tuned for professional services.
Missed-Call Intake
Intake calls you miss get a professional text within seconds so the prospect knows they've reached the right firm.
Confirmations That Stick
Consultations confirmed by SMS with a reply-to-reschedule option, plus optional consultation fees on file.
Reviews From Every Client
Clients receive a feedback request after their matter closes; strong reviews build trust with the next prospect.
Past-Client Follow-Up
Annual review, tax-season, and policy-renewal campaigns bring past clients back without manual outreach.
A single retained client covers most of a year of Lead Grid.
Professional engagements are high-value. Catching just one prospect who would have called a competitor pays for months of service.
- One new client engagement
- $2,500
- Lead Grid for a full year
- $3,588
Break even with 2 recovered jobs a year
Plug in your own numbers
Revenue recovered per month
Estimate based on your numbers
$9,750
≈ 6 extra clients or jobs a month · $117,000 a year
That's a 32.6× return on your $299/mo.
Start your 14-day free trialReady to stop losing professional services jobs?
Try every feature free for 14 days. Cancel anytime. Backed by a 30-day money-back guarantee.