IMS › CASE STUDIES
Every firm below came to IMS with a different problem. One was launching from scratch with no referral network. One was already busy but capped. One was running ten offices and needed the marketing to keep up.
What they have in common is the approach: instead of buying a tactic, each firm got an integrated system — website, SEO, content, follow-up automation, and in most cases a webinar funnel — built to work together. The results below are what that produced.
Over $2M in Revenue and Ranked #1 on Google for Estate Planning
Over 1,000 Leads and 95% of New Business from Webinar Funnels
Over $750K in Estate Planning Revenue as a Solo Practice
Doubled Lead Flow Across 10 Estate Planning and Probate Offices in Southern California
From $1.2M to $3M in Estate Planning Revenue in 18 Months
56 Organic Leads a Month and $500K+ Billed in Year One
McCammon Law, P.C.
“IMS has great team, and I’ve enjoyed working with Amber. Knowledgeable, nice and quick to respond to questions.”
Stone Arch Law Office
“We have had a number of marketing vendors over the past ten years and we are very, very happy with IMS. They react quickly, are pro-active, and their customer service is fantastic. Very up-front, very transparent, and they speak a language that is easy to understand. We have had noticeable increases in call frequency and conversions since moving things to IMS.”
The Werner Law Firm
“Partnering with IMS has not only met but exceeded our expectations. The increase in probate leads across all our offices has been a game-changer for our firm’s growth and has directly impacted our revenue goals positively.”
Legacy Planning Law Group
“I have great things to say about Integrity Marketing. Anyone who is truly committed to becoming a digital first law firm should use Integrity to help them get there.”
E-Law, PC
“Great products and results, but still allows me hands-on to personalize for our firm’s specific issues. I would recommend this service to any estate planning firm.”
Beck, Lenox & Stolzer Estate Planning and Elder Law
“Our firm has been with IMS for almost 4 years now and without a doubt, IMS helped us pivot from doing no public presentations in 2020 & 2021 [when we had been doing 3 to 4 a month] to not doing any public presentations at all unless invited by different organizations. Further, the coaching sessions have provided tips for our lawyers and staff that once implemented, have added to our bottom line. I would encourage any estate planning firm that wants more business with less marketing effort [time spent by the attorneys in the firm] to give IMS a try — you’ll be glad you did.”
None of these results came from a single tactic. A website that converts is worth little without traffic. Traffic is worth little without follow-up. Follow-up is worth little if the firm can’t be found in the first place. The firms that grow are the ones where those pieces are connected and maintained.
That’s what IMS builds: estate planning SEO and website systems for firms that need to be found, webinar funnels for firms ready to generate demand rather than wait for it, and paid advertising layered on top once the foundation can support it.
If you want the wider view of what’s changing in this market, we documented it in The Estate Planning Reset™, our 2026 industry report.
Every firm on this page started with a conversation. Not a proposal, not a pitch deck — a 30-minute call where we looked at their situation honestly and told them what we thought would move the needle.
The Discovery Call isn’t a sales call. It’s a diagnostic. We’ll look at where your firm is right now — your rankings, your lead flow, your referral dependency — and tell you what we’d do differently and why.
If it’s a fit, we’ll talk about what that looks like. If it’s not, we’ll tell you that too.