Pro Plan Feature

How Lead Capture Works

Turn calculator traffic into follow-up-ready leads. On supported Advanced calculators, the form appears after results so visitors get value first, then choose to share contact details.

Pro Plan Feature

Lead capture is included in the Pro plan on supported calculators. Configure it in portal settings and your live embed reflects updates without reinstalling script code.

From Visitor to Lead in 5 Steps

1

Visitor Uses the Calculator

A potential client visits your website and enters their estate details into the Probate Calculator. They receive an instant estimate of probate fees and timelines for their state.

Screenshot: Calculator form with estate details being filled in
2

Contact Information Captured

On supported Advanced calculators, visitors see the lead form after results (not before). They can enter name, email, and optional phone/message details for follow-up and report delivery. Submissions are saved to your lead dashboard.

Screenshot: Lead capture form requesting name, email, and phone
3

You Get Notified Instantly

As soon as a new lead comes in, you receive the lead's contact details and calculation context in your portal workflows. You can route follow-up through exports and supported integrations without changing your embed install.

Screenshot: Email notification with new lead details
4

View Leads in Your Dashboard

All captured leads appear in your Made For Law dashboard with full details — contact info, estate value, state, and the date they used the calculator. Filter and sort to prioritize follow-ups.

Screenshot: Dashboard lead list with filtering options
5

Export & Integrate

Export leads as a CSV file for import into your CRM, or use Zapier to send them automatically to Clio, Salesforce, HubSpot, or any other tool you use.

Screenshot: Export dialog with CSV and Zapier options
Privacy & Compliance

Built With Privacy in Mind

Data Encryption

All lead data is encrypted in transit and at rest. Your clients' information is protected with industry-standard security.

Consent Collection

The lead capture form includes a consent checkbox so visitors explicitly opt in to being contacted by your firm.

Data Portability

Export or delete lead data at any time. You own your data — we never sell or share it with third parties.

Start Capturing Probate Leads

Upgrade to Pro and turn your website traffic into qualified probate leads automatically.

Try the Calculator