For estate planning & elder law firms
Your seminars fill rooms. Now see which ones sign clients.
The mailer goes out, the dinner fills, a family decides to trust you with everything they own. EventFlow runs the machinery around that moment — registration, reminders, waitlists, evaluation forms — and tracks every dollar from mailer to consultation, so you know exactly what a new estate planning client costs to acquire.
Free forever for 1 seat and 3 events a month. No credit card, no per-attendee fees.
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“We already have a mailer vendor that handles registration.” Keep them. EventFlow runs alongside LeadingResponse and AcquireUp - they fill the room, you get the numbers across every campaign. How it works with your vendor
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“Our coordinator isn't technical.” Two-minute setup. Check-in happens from a phone, and evaluation forms are photographed, not typed.
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“The spreadsheet works.” Until someone asks what an appointment cost by campaign. EventFlow answers that the morning after; the spreadsheet takes a week.
“The positioned waitlist alone saves our coordinator five hours every week.”
EventFlow is seminar management software for firms that run recurring educational workshops as a client-acquisition channel — campaign budgets, positioned waitlists, evaluation OCR, and all-in cost per appointment, in one place.
The resolution
From dinner seminar to signed engagement, in one place
The trust a family builds watching you in the room is the whole ballgame. EventFlow makes sure none of it leaks away afterward — the follow-up happens while it's warm, and the numbers are ready the morning after.
Know what a new client costs to acquire
Only in EventFlowTrack mailer spend, venue, catering, and staff time at the campaign level - then divide by consultations booked, not raw responses. When one signed trust engagement covers the whole campaign, knowing your $806 cost per appointment changes what you're willing to spend next season.
Never lose a family to a full room
When a workshop fills, new registrants join a positioned waitlist with their own confirmation. A seat opens the night before, one click invites the next family and updates the roster - no voicemail tag.
Book consults while the room is still warm
Only in EventFlowSnap a photo of the evaluation form. AI extracts appointment interest, planning concerns - probate, blended families, the house - and contact details, matched to the attendee the same night. Your intake team calls families who still remember the presentation.
Plan the whole seminar season
Planning periods with milestones: venue called, venue booked, deposit paid, mailers ordered. The checklist your coordinator keeps in their head, where the whole firm can see it.
Standardize across offices
One platform for every location. Separate teams, budgets, and calendars - with firm-wide reporting that rolls up for the partners.
See which attorneys convert the room
Fill rate, show rate, and appointment yield by presenting attorney and by topic. Decide who presents the spring trusts series with data, not hallway impressions.
Questions firms ask
Does EventFlow replace our seminar marketing vendor? +
No. Vendors like LeadingResponse and AcquireUp fill the room - EventFlow is the operations layer for everything after: registrations, waitlists, check-in, evaluations, and the all-in cost math across every vendor and every event you run yourself.
We use paper evaluation forms. Does that work? +
That's the point. Photograph the form and EventFlow's evaluation OCR extracts appointment interest and contact details, matched to the attendee - the same night. Digital forms work too.
What does it cost? +
Free forever for 1 seat and 3 events a month - no credit card. Paid plans start at $35 per user per month. No per-attendee fees, ever.
Your next workshop season is coming. Will you be ready?
Start free — set up your first campaign in an afternoon. No credit card required.