Elder Law Marketing, Intake & Growth Systems
In elder law the person who calls is frequently not the client. An adult child is researching options for a parent, often urgently, often while several siblings hold different views about what should happen.
That reshapes intake entirely. The conversation has to serve a family navigating a decision together, and it has to distinguish crisis planning—a nursing home admission next week—from long-range planning that can be scheduled.
What makes elder law different
These are the problems specific to this practice—not a generic list with the practice area name swapped in.
The caller is usually the family, not the client
Adult children initiate contact and drive the decision. Intake designed around a single client contact loses the thread of who is deciding and who to keep informed.
Crisis and planning matters need different speeds
A pending nursing home admission and general Medicaid planning are the same practice area and completely different urgencies. Treating them alike fails one or the other.
Referral networks that need real maintenance
Care facilities, geriatric care managers, financial advisors, and hospital discharge planners are the primary referral sources, and they are typically maintained ad hoc.
Medicaid planning timelines with hard consequences
Look-back periods and application deadlines carry direct financial consequences for the family. Deadline tracking is not administrative here—it's the substance of the work.
Four systems, applied to elder law
How each pillar of the Growth Engine works specifically for a elder law practice.
- 01Attract
Reach the adult child doing the research
Search and content written for the family member researching options at 11pm, plus social and video that reach a demographic actively looking for guidance.
- 02Convert
Triage crisis from planning immediately
Intake that identifies urgency on the first contact—a pending admission escalates to a person now—while capturing the family structure and who else needs to be kept informed.
- 03Automate
Medicaid timelines and family communication in one system
Pipelines separating crisis and planning matters, look-back and application deadline tracking, and communication reaching multiple family members without duplicate manual updates.
- 04Scale
Referral networks that don't depend on one attorney
Facilities, care managers, and advisors tracked as relationships with their own cadence—so the network survives an attorney's schedule or departure.
Family
decision-makers involved in a typical engagement
Days
of notice on many crisis planning matters
Tracked
look-back periods and application deadlines
Figures from published industry research where cited. We don't publish unattributed numbers—your clients would ask us for the source, and so should you.
Where elder law firms usually start
Questions, answered
Built for elder law. Not adapted to it.
Book a 30-minute strategy call. We'll map how your elder law practice handles intake today and which system is worth fixing first.