Estate clients arrive on someone’s word. Be the name they hear.
The advisor, the CPA and the banker hear about the sale, the new grandchild and the death of a parent before anyone calls a lawyer. We build a private network of those professionals around your firm, so the introductions come to you.
Free assessment · 10 minutes · no card · See a sample network
Families need an estate attorney at a few moments. Someone else is usually there first.
The professional who hears about it first decides whose name gets mentioned. The network puts yours on their short list.
Settling the estate starts with the people who already handle the money.
Succession planning should start before the wire lands.
The college-savings conversation turns into a will conversation.
Blended families need a plan the old will doesn’t cover.
Property in another state raises a probate question.
Beneficiary designations get reviewed, and the gaps show.
Four places your next family comes from. Most firms work one.
The network is one of four. The system covers all of them, in the order your assessment says matters most.
Current clients
Families pleased with their plan who would refer you, but nobody asks at the signing.
The RoadmapTwo moments to ask, the words written for you, every introduction logged.
Former clients
Families whose plans are years old and who still think well of you.
The RoadmapA plan-review check-in that reopens the relationship.
Other matters
Clients who came for a will and handle their business or real estate law elsewhere.
The RoadmapA short note at the right time, not a pitch.
The professionals around them
The advisor, the CPA and the banker who see the moment first.
Your Shoutback networkA private network of them, built and run for you.
The free assessment shows which one is costing you most. Find yours in 10 minutes
What is one more referred estate client worth?
Move the sliders. Your inputs, no borrowed benchmarks.
Annual revenue in play
$0
- Introductions a year
- 0
- New clients won
- 0
- Per existing client
- $0
A model, not a forecast. The assessment uses your actual numbers.
You host a private network. We build it and run it.
About ten non-competing professionals, one per category, chosen by you. Each joins free as your guest. The network belongs to your firm.
Assess and plan
The free assessment finds where referrals leak. The Roadmap turns it into a 90-day plan and names the categories for your market.
We build your network
You name the advisor, the CPA and the rest. We write the invitations, build your private invitation page and onboard everyone who accepts.
Trusted lists do the work
Each member shares a short list of the businesses they trust with their own clients. Someone taps “introduce me” and it’s logged with their consent.
Meet, host, report
Forty-five minutes a month, client education evenings with your partners, and a monthly report of every introduction and what it became.
Built for the rules of professional conduct.
Introductions, not paid referrals. Every request asked for, and every one logged.
- Reciprocal, never exclusive
ABA Model Rule 7.2(b)(4) allows reciprocal referral agreements with other professionals when they are not exclusive and the client is told about them. Your network never requires you to refer only to its members.
- Nobody is paid to refer
No cash, fee sharing or gifts for introductions. You pay Shoutback a flat monthly fee for building and running the network; the businesses in it join free. A partner’s seat never depends on referring you.
- The client asks, and it’s logged
Details pass only when someone asks for the introduction and ticks the consent box. Every request is recorded: whose list it came from, who it was for, and when.
Your state’s version of Rule 7.2 governs. Check it before launch; we build to whatever it requires.
Start free. Go as far as it’s worth.
You pay a flat fee; the businesses you invite join free. Nobody is ever paid for a referral.
Card on file, $0 today. Cancel any time before day 61 and you pay nothing. Not an attorney? Hold your category.
“The best salesperson we ever worked with outsold everyone and never made a cold call.”
Every client came from someone who sent them. Shoutback is that system, written down and run on purpose, for your firm.
Incremental annual revenue from a loyalty and share-of-customer program we designed and ran for a major automotive manufacturer.
Publisher clients onboarded in twelve months onto a white-label engagement platform we built for national publishing groups.
Building systems that turn existing relationships into measurable new revenue. Two major national publishers are current Shoutback clients.
The first two were delivered at Dealers Group, before Shoutback.
Questions attorneys ask
Isn’t this just a referral roundtable?
A roundtable asks you to attend alongside whoever is already in it, and you don’t control the roster. Here you choose every professional, one per category, and the network is built around your firm. You chair 45 minutes a month to an agenda we write; we run everything else.
Do I have to ask my clients for referrals?
Not the way most attorneys dread. Your clients receive your trusted list as a service: the advisor, the CPA and the insurance agent you’d send your own family to. When you do ask, it’s at the signing or the review, with the words written for you.
What if the firm down the street joins first?
There is one estate firm per network, and the network is yours. What is first-come is the professionals: the advisor or CPA who joins your network is not in a competitor’s.
Is this consistent with the rules of professional conduct?
It’s designed to be. The arrangement is reciprocal and never exclusive, nobody is paid for a referral, and a client’s details move only when the client asks for the introduction. Your state’s rules govern, so check them before launch.
How much of my time does it take?
About an hour to choose and introduce your first partners. Then 45 minutes a month for the network meeting, plus whatever time you give the introductions that arrive. We do the rest.
What does it cost?
The assessment is free. The Roadmap is $1,950 on its own. Hosting a network is $495 a month, with the first 60 days free while we build it, then month to month or $4,950 a year. The Roadmap is included. The businesses you invite join free. The fee is flat and paid to Shoutback; nobody is paid for a referral.
How do I know it worked?
Every introduction is logged when it’s asked for: who sent it, who it was for, and when. Each month you see the introductions, which became appointments and which became clients, compared with your numbers before the network.
Ten minutes tells you what you’re leaving on the table.
Your referral gap in dollars, from your own revenue and clients count. Free, no card, and no call unless you ask for one.