Form examples · Law firms · Assessment
Estate planning checkup
Shows people the gaps in their will and paperwork, and turns an uncomfortable topic into a booked consultation.
- Scored assessment with an honest verdict
- Result gated behind a lead-capture step
- Score and answers land in your inbox with an AI summary
Live demo. Nothing you type is stored.
Is your family protected?
Two minutes. Six questions. One honest answer.
Do you have a will?
Your situation
Pick everything that applies.
Applies to me
Power of attorney in place?
Someone who can act for you if you cannot.
Power of attorney
Beneficiaries checked recently?
Insurance and pension beneficiaries go stale fast.
Last checked
Your checkup result is ready. Where do we send it?
Planning gaps found
Your family is exposed. Let us fix that
Without a will and the right documents, the law decides who gets what and who cares for whom. One appointment puts you back in control.
Good start, real gaps remain
You have some pieces in place. The missing ones are exactly the documents families wish they had when it is too late to sign them.
You are ahead of most people
Well done. Review beneficiaries after every big life event and you are set.
— Behind the form
What happens after submit.
The visitor finishes
One question per screen keeps them moving. This example converts because the visitor gets a real answer, not a “we will call you”.
Your team gets the summary
Every submission arrives with a one-line AI summary and a buyer-intent score, routed to the right person on your team.
Your CRM stays current
The full answers, the summary and the score land in HubSpot, Salesforce, Pipedrive or a webhook. No copy-paste.
More Law firms examples
All examples →Law firms
Do I have a case? Injury claim check
Scores a potential injury claim in five questions, so your intake team calls the strong cases first.
Try it live
Law firms
Divorce cost estimator
Answers the question every client is afraid to ask first, and hands your firm a lead with the full situation attached.
Try it live
Law firms
Business legal health check
A five-minute audit that shows a company its legal blind spots and books the audit call while the pain is fresh.
Try it live
— Free analysis
Is revenue slipping through the cracks? Let's find out.
Book a free 20-minute call with Daniel. We go through your website, social and automation together, so you see exactly where you are leaving money on the table.
Real talk, no fuss. No slide decks, no pressure to buy.
