Event-driven probate intake
FirstCounselHQ opens a new intake channel alongside your PPC and referral work — detecting new probate filings within hours and initiating personalized outreach. A channel most of your competitors aren't running.
< 41hr
Avg. time to first touch
3.2×
Pipeline lift over PPC alone
3,400+
Counties monitored
The pipeline, diagrammed
Source
County probate filings
3,400+ counties
polled every 6 hours
Detect & Enrich
New filing matched to executor
✓ Executor name & address
✓ Decedent estate value
✓ Prior counsel check
✓ County / filing date
Outcome
Consultation booked on your calendar
How it works
Real pen-on-paper letters that feel personal because they are — wired into a system that watches the dockets, schedules the touches, and tracks every scan and booking back to the filing that produced it. Handwritten at the edges, observable all the way through.
01 · Detect
Every morning, we surface the new probate cases filed in your target counties — usually within hours of the docket entry. Executor name, address, jurisdiction, estate indicators.
02 · First touch
Not a mailer. A personalized, hand-addressed letter on your firm's letterhead — written in a human voice, signed, and sent first-class to the executor within 48 hours of filing.
03 · Second touch
About ten days later, a second handwritten piece lands — a short, deliberate nudge. No drip sequences, no robotic cadence. Two pieces of real mail, both pointing at one destination.
04 · Destination
Each letter carries a QR code unique to that executor, pointing to a custom page under your brand — calibrated to this filing, this jurisdiction — with one button: book a consultation. Every scan, visit, and booking is tracked back to the filing that produced it.
What we optimize for
P.01
Real pen-on-paper letters on your firm's letterhead — not mailers, not laser-printed lookalikes. Opened, read, and kept on the kitchen counter.
P.02
First letter out within days of the probate filing, before the executor has started searching. A short, deliberate follow-up about ten days later.
P.03
Each letter carries a QR code tied to that specific filing, pointing to a custom landing page built for your firm. Every scan and booking is attributed back to the case that produced it.
P.04
Most firms in your market aren't running event-driven probate outreach. Early movers get the channel largely to themselves.
Your command center
PPC, SEO, and referrals stay exactly where they are. FirstCounselHQ adds a separate, event-driven channel — probate filings → outreach → booked consults — with its own attribution and its own pipeline view.
Intake
Operations
This week
Intake pipeline
New filings
47
+12 vs. last wk
First-touch avg
< 41h
−19h
Response rate
18.4%
+3.2× benchmark
Signed matters
4
$128k est. LTV
Time-to-first-touch
| Case | County | Filed | Stage | Est. LTV |
|---|---|---|---|---|
In re Estate of Harrington Executor: M. Harrington | Harris, TX | 11m ago | New | $42k |
In re Estate of Okonkwo Executor: A. Okonkwo | Fulton, GA | 42m ago | Queued | $38k |
In re Estate of Vega Executor: R. Vega | Maricopa, AZ | 1h ago | Sent · 1st | $55k |
In re Estate of Chen Executor: L. Chen | Cook, IL | 2h ago | Consult booked | $71k |
In re Estate of Brightwell Executor: J. Brightwell | King, WA | 3h ago | Sent · 2nd | $29k |
Results, measured
< 41hr
Average time from new probate filing to personalized outreach on your letterhead — before PPC even has a search to bid on.
3.2×
Pipeline lift over PPC-only baselines when FirstCounselHQ is added as a second intake channel, across 12 firm cohorts.
18.4%
Median response-to-outreach rate for firms on FirstCounselHQ for 90+ days.
1 : 11
Typical ratio of booked consultations to signed estate matters, across participating firms.
“Google Ads was our whole intake strategy. FirstCounselHQ didn't replace it — it opened a second channel, on cases none of our competitors were even aware of yet.”
FAQ
If it's not here, ask it on the walkthrough. We keep the call focused on your firm's jurisdictions, caseload, and intake bottleneck.
Median first-touch is under 41 hours from the moment a filing hits the county docket. We poll jurisdictions continuously; qualified filings enter your outreach queue automatically and mail is dispatched in the next daily batch — or sooner for priority tiers.
Yes. Every template is built in partnership with firms and their compliance counsel, with jurisdiction-specific disclaimers, opt-out language, and record retention. You approve every template before it enters rotation and retain full audit trails.
No — it stacks on top. PPC captures families actively searching for an attorney. FirstCounselHQ reaches the ones who haven't started searching yet, the moment a probate case hits the docket. Most firms we onboard keep their PPC spend flat and treat us as a second, event-driven channel — one their competitors typically aren't running.
In most markets, very few. Event-driven probate intake is an emerging channel; PPC and SEO saturation is the norm, but docket-level outreach infrastructure is not. We can show you exactly how many firms in your target counties are currently active — it's almost always a short list.
We monitor probate dockets in 3,400+ counties across all 50 states, with deepest coverage in TX, FL, GA, AZ, IL, WA, NC, and CA. If we don't cover your target county at onboarding, we'll tell you — and typically add it within a billing cycle.
Three things: your letterhead and signature, a one-hour jurisdictional + template review, and your target counties. Most firms are live and receiving consultations within 14 business days of contract.
Flat monthly subscription tied to jurisdictional footprint and filing volume. No per-lead fees, no success fees, no hidden mail costs. Transparent pricing is reviewed during the walkthrough.
Limited onboarding — Q2 2026
Thirty-minute walkthrough with our probate intake team. We'll map your jurisdictions, show you how few of your competitors are running this channel today, and model the pipeline a second, event-driven channel adds on top of your existing PPC and referral work.
US-based operations · No per-lead fees · Month-to-month · Cancel anytime