New Law Business Model

the guidanceyou need to buildthe practice you want
  • General Info























  • If not hosted online, please email to: [email protected]
  • Staff Information

  • Your subscription allows you up to four (4) Infusionsoft user licenses. We will create users and they need to accept the email invitation before we can complete implementation.





























  • Additionally, please provide the following information about your Plan Coordinator and Funding Coordinator (if they are not identified as a user above), so they can be sent emails and other communications.















  • Plan/Membership Fees

  • What are you charging for your Family, Trust, & Wealth Plans? Please indicate your pricing in the fields below (Discuss with Alexis if you aren’t sure):

  • What are your membership levels and pricing? Please indicate your pricing in the fields below (Discuss with Alexis if you aren’t sure):