For estate planning & elder law firms
Your workshops fill rooms.
Can you prove what an appointment costs?
EventFlow tracks every seminar dollar - mailers, venue, catering - down to cost per attendee and cost per appointment. Positioned waitlists and paper-evaluation OCR included. Finally in one place.
Free forever tier · No credit card · No per-attendee fees
The seminar engine runs. The numbers don't.
Seminar spend with no scoreboard
A dinner or library workshop runs $5,000-$15,000 all-in. You know what the mailer cost. You don't know which campaign produced signed engagements - and which produced dinner bills.
Spreadsheet waitlists lose leads
Popular topics overflow. Your coordinator juggles RSVPs across a sheet, an inbox, and voicemail - and when a seat opens the night before, the next family never hears about it.
Paper evaluations go stale
The appointment interest is sitting right there on the evaluation forms from Tuesday night. By the time someone types them in, the urgency that filled the room is gone.
Run the whole workshop program in one place
Know your cost per appointment
Track mailer spend, venue, catering, and staff time at the campaign level - then divide by booked appointments, not raw responses. The number your managing partner actually asks for.
Never lose a lead to a full room
When a workshop fills, new registrants join a positioned waitlist with their own confirmation. A seat opens, one click promotes the next family and updates the roster.
Digitize paper evaluations in seconds
Snap a photo of the evaluation form. AI extracts appointment interest, planning concerns, and contact details - matched to the attendee before the room empties.
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 presenters convert
Fill rate, attendance, and appointment yield by presenting attorney. Decide who presents next season with data, not hallway impressions.
“The positioned waitlist alone saves our coordinator five hours every week.”
Britt Stouffer — Stouffer Legal, estate planning & elder law
From season plan to signed engagement
Set up the firm
Add your offices, invite the coordinator and presenting attorneys. Role-based access - everyone sees what they need.
Plan the season
Create campaigns with budgets, book venues against milestone checklists, and order mailers on schedule.
Run the workshop
Registration, automated reminders, positioned waitlist, one-click check-in, and evaluation capture the night of.
Read the numbers
Cost per attendee and per appointment by campaign, topic, office, and presenter. Export or share with the partners.
How firms run workshops today
| EventFlow | Eventbrite + spreadsheets | Your mailer vendor's portal | |
|---|---|---|---|
| All-in campaign cost tracking (mailer + venue + catering) | ✓ | — | Their campaigns only |
| Positioned waitlist with one-click promotion | ✓ | — | — |
| Paper evaluation OCR | ✓ | — | — |
| Appointment-interest tracking | ✓ | — | Partial |
| Works with any marketing vendor | ✓ | ✓ | — |
| Your data stays yours if you switch vendors | ✓ | ✓ | — |
Eventbrite is free for free events - the gap isn't fees, it's workflow. And your marketing vendor's dashboard tracks the campaigns you buy from them, not your whole program.
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.
Try for free