Legacy Lawyers
Compliant client acquisition for estate planners, tax strategists, and legacy law firms who trade in trust - not tactics.
For decades, legacy law firms have relied on one thing to grow: trust.
That trust was built in country clubs, conferences, and family referrals. But today, that model is hitting a ceiling. Your team is stretched. Your networks are tired. And your competitors are scaling - even the ones who cut corners.
At Compliant Growth, we specialize in building growth systems for legacy-focused legal firms who want to scale without:
Breaking compliance
Sacrificing discretion
Losing control of their message
Wasting time on bloated tech or underperforming marketing teams
We serve a new generation of partners and managing attorneys who know that if you don’t evolve - you’re left behind.
The Problem We Solve
Most growth strategies don’t work for firms like yours because they weren’t built for the way your clients think.
You're not selling widgets. You’re navigating asset protection, estate structures, succession dynamics - often in emotionally charged, high-net-worth contexts.
Legacy clients demand trust, clarity, and confidence.
So why do most marketing agencies serve up landing pages and spam funnels?
What We Deliver
Every solution is custom, compliant, and designed with legacy at the core:
Growth Audit – $1,500
Your diagnostic deep dive. Delivered in 48 hours.
Includes CRM compliance checklist, 50+ DISC-enriched leads (law-aligned segments), outreach templates, and a tactical roadmap.
Growth Sprint – $3,500
Test one compliant funnel + channel (LinkedIn or Email). Delivered in 7-days.
Includes 250+ qualified & DISC-enriched leads, a full copy pack, outreach cadences, and all compliance-reviewed assets. A low-risk way to win new business.
Fractional Growth Ops – $7,500–15,000/mo
Full embedded team support. We build, manage, and optimize your outbound infrastructure, so your team stays focused on what matters.
Includes Slack access, async reviews, copywriting, CRM optimization, funnel oversight, and analytics.
Compliant Growth Engine – $20–80K+
Done-for-you, end-to-end infrastructure designed to scale trust at volume.
Includes enriched persona clusters, compliant AI copy assistant, Salesforce/GHL systems, outbound funnels, audit logs, KPI dashboards, and team training SOPs. (Build time: 3–6 months.)
Why It Works
You’ve probably tried content marketing.
Maybe even hired an agency.
Or doubled down on referrals and hoped for the best.
Here’s what our clients realized:
Legacy doesn’t scale on referrals alone.
It scales on systems built to reflect the trust you've already earned - and deliver it at scale, safely.
Who This Is For
✔️ Managing partners ready to modernize client acquisition without reputation risk.
✔️ Tax and estate attorneys seeking consistency in deal flow.
✔️ Multi-generational firms training the next wave of leaders.
✔️ Legal professionals who want growth - but only on their terms.
What They Say
“The first time we outsourced growth, we nearly got burned. With Erik’s team, it was different. Every piece of copy was on-brand. Every system was transparent. And within 60 days, we were closing clients we never would’ve reached on our own.”
— Ben W., Partner, Family Firm
“These systems gave us time back, trust forward, and clarity throughout. If you’re building for 10 years, not just next month, start here.”
— Peng G., Co-Founder, Boutique Asset Protection Group
Ready to Modernize Your Growth - Without Compromise?
Request Our 'Legal Capabilities Brief'.
Book Your Strategy Call (Confidential)
We’ll review your current approach and outline a compliant roadmap that protects your legacy while expanding your reach.
Compliant Growth
Trust-first systems. Built to scale.
