EH
Evelyn HarperWorkshop attendee
Standard CRMNo client insight
—
Become a founding firm Launching November 2026
Wealth intelligence for estate planning & elder law
Avantus
Know which leads
matter most.
Identify your highest-value prospects, know where to focus, and automatically act on the opportunities that matter most.
Wealth insight
See the opportunity behind every name.
Lead prioritization
Focus your team where it matters most.
Personalized follow-up
Turn intelligence into the next right action.
See the advantage
Intelligence that moves your firm forward.
You know who your leads are.
But do you know which ones
are worth pursuing first?
Maybe you don’t need more workshops. You just need to know which leads are worth pursuing.
Every workshop can produce valuable clients. The problem is, they don’t all look valuable from the surface—behind every name is a different combination of assets, property, income, business interests, and financial circumstances.
Avantus helps you see what’s behind the name—so you can identify your highest-value prospects, prioritize your time, and make sure the right opportunities don’t get lost.
RB
Richard BennettWorkshop attendee
With Avantus$1M+ estimated net worth
9.1
MC
Marianne ColeWorkshop attendee
With Avantus$500K+ home equity
8.7
The Avantus advantage
What if your most valuable clients
are already in your CRM?
You just don’t know it yet.
01
Intelligence
Understand the opportunity behind every name.
02
Prioritization
Know exactly where your team should focus.
03
Action
Make sure the right follow-up happens next.
That’s the advantage.
How Avantus works
From prospect to opportunity.
Automatically.
Data is only valuable when it changes what you do. Avantus connects intelligence, scoring, and follow-up in one continuous system.
A lead comes in
From a workshop, inquiry, or your existing CRM.
Avantus enriches
Property, wealth, income, and business signals become visible.
Opportunity Score
Every prospect receives a clear, traceable score.
Follow-up begins
Each prospect enters the right personalized sequence.
The system learns
Real outcomes make your prioritization smarter over time.
Your team prioritizes
The right opportunities rise to the top automatically.
Data
Intelligence
Opportunity score
Prioritization
Automated action
The product
A sharper view changes everything.
The problem isn’t always generating more leads. Sometimes it’s knowing which ones you already have. See every opportunity clearly and make the next move without adding work for your team.
01 · Dashboard
See the opportunity inside every workshop.
Pipeline, outcomes, and revenue—connected in one view.
02 · Clients
Every client scored and assigned a tier.
03 · Client profile
Every point is transparent.
Automated follow-up
Knowing who matters is only half the advantage.
The other half is making sure something happens. Tier-aware sequences move every prospect forward while your team stays personal.
- Reply detection pauses automation
- Email and SMS under the attorney’s name
- Long-term nurture without manual work
Personal at every touchpoint
Your firm stays front and center.
Customize the sending identity, contact details, and visual accent so every automated message feels like it came directly from your team.
- Attorney-led sending identity
- Firm-branded email presentation
- Clear previews before messages go out
Big-firm capability. Small-firm simplicity.
You don’t need a bigger practice.
You need a sharper view.
Give your team the intelligence and automation to operate with the focus of a much larger firm—without another person, spreadsheet, or complicated process.
See more Know more Grow more
Fits your existing workflow
Works with the systems you already use.
Avantus works alongside your existing CRM and marketing systems, turning the information you already collect into actionable intelligence and automated follow-up.
Your CRM
Leads & engagement
Clio
LawmaticsEnrichmentScoringAutomation
Founding 30
The first 30 firms
pay less.
Avantus launches in November 2026. The first 30 firms to enroll pay founding firm pricing — $250 to $1,000 per month below standard rates. Once all 30 spots are filled, standard pricing applies.
Starter
$750standard
$500/ month
For firms building a more focused pipeline.
50prospects / month
Become a founding firm Growth
$1,200standard
$750/ month
For active workshop and referral programs.
100prospects / month
Become a founding firm Pro
$2,000standard
$1,000/ month
For firms ready to scale intelligence and action.
200prospects / month
Become a founding firm Enterprise
Volume based
Custom
For firms analyzing more than 200 prospects each month.
200+prospects / month
Talk with us 30 Only 30 founding firm positions — standard pricing applies once they’re filled.
What is Avantus?
Avantus is a wealth intelligence platform for estate planning and elder law firms. It helps identify high-value prospects, prioritize follow-up, and automate ongoing engagement.
Where does Avantus get its data?
Avantus uses established third-party providers specializing in property, consumer, demographic, and wealth intelligence. These signals are combined into estimated financial profiles and Opportunity Scores.
Is the net worth information exact?
No. Avantus provides estimates based on third-party data and proprietary modeling. It should not be considered verified financial information.
Does Avantus replace my CRM?
No. Avantus works alongside your existing systems, adding intelligence, prioritization, and automated follow-up.
What happens when a prospect responds?
Automated follow-up can pause immediately and alert the appropriate team member, so a personal conversation can take over.
How is the Opportunity Score determined?
Avantus evaluates available signals such as estimated wealth, property information, income indicators, and investment or business characteristics using your firm's rules.
Turn intelligence into advantage
Don’t let valuable
opportunities get lost.
Understand your prospects. Know where to focus. Make sure the right follow-up happens.
Become a founding firm