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B2B Partner Integration

Attorney Partnership for Estate Management Tools

Why It Works

Lawyers have direct access to target customers and strong incentive to reduce time spent on routine communications

Prerequisites

Product reduces attorney workload measurablyClear value proposition for legal professionalsCompliance with legal industry requirements

How to Execute

1

Identify probate attorneys with recurring client communication pain

2

Demonstrate billable hour reduction with pilot families

3

Create attorney-facing dashboard for case management

4

Offer revenue sharing or referral incentives

5

Build into attorney workflow rather than separate tool

When It Fails

When attorneys see tool as threat to billable hours or when compliance requirements are too complex

Real Example

Estate management platform partners with law firms - attorneys recommend platform to reduce client calls, firm saves 40% time on estate communications, platform gets steady customer flow