Estate planning attorneys
Workshop and webinar registration for estate planning firms, in GoHighLevel
A workshop only pays off when the people who signed up come, and the ones who missed it hear from the firm again. We build that in GoHighLevel (GHL): for every workshop and webinar, a sign-up, a run of reminders and a no-show follow-up, with the date kept in one place your staff can change.
The job
How the event system is put together
Each event is its own unit. Every workshop and every webinar gets its own calendar, its own set of fields and its own branch in the reminder workflow. Launching the next event takes two steps on the firm's side: set the location on that event's calendar, then replace the placeholder time in its branch with the real one.
Why no two events share a field. Once, the events in a build drew on one shared set of fields, and an edit to one of those fields sent the wrong location to the people registered for a live event. Since then every event carries its own fields. We treat that as a rule on every event build, not a preference.
The date lives in one place. For one firm the workshop date is a single value in the account. Staff change it together with the booking calendar, and the workshop site shows the new date within about an hour. Sign-ups follow the calendar, not the words on the page, so the calendar is the part that has to be right.
The reminders have run for real. The event system was delivered and accepted, and the first event's whole reminder run went out to its registrants on a live date, not a test.
A no-show hears about the next date. If the firm has no recording of the session, a person who registered and missed it gets an invitation to the next date. We don't send a replay link to a recording that doesn't exist.
What a reminder reads like. A day-before text might say: "Hi Maria, a reminder that the estate planning workshop is tomorrow at 12:00 at our office. Reply here if you need the next date instead." When a first name is missing, it opens with "Hi there". No reminder says anything about a person's own plan or family.
What we set up
The pieces of a workshop build
In-person workshops and webinars run side by side on the same pattern.
- A calendar for each workshop or webinar, holding its location or join link
- A separate set of fields for each event, so one edit can't reach another event's registrants
- A reminder branch for each event, holding a placeholder time until the firm sets the real one
- The workshop date as one value staff change, kept in step with the booking calendar
- A workshop site that picks up the new date by itself
- A no-show follow-up that offers the next date
- A blank-name fallback on every message that uses a first name
- Every confirmation and reminder written out in the plan, with its timing, for the firm to approve
How a setup runs
From the event calendar to the first reminder
A 1:1 with Rob
Bring the events you run: workshops, webinars, in person or online. Rob sorts out which ones can share a pattern and how many branches the reminder workflow needs.
The reminder plan, word for word
Every confirmation, reminder and no-show message is written out in a plan document with the moment it sends. The firm reads each line and approves it before we build.
Built in draft
We set up the calendars, fields and branches with the automations left in draft, so no registrant hears anything until the firm has looked.
QA report at handover
The firm gets a QA report with evidence for each piece, screenshots included: the sign-up, the reminders and the no-show path.
The next event is yours
Launching another event is the two steps above. If the firm wants something new, such as a different follow-up, we first say whether it sits inside the agreed scope or is new scope.
What you bring
What we need from the firm
Your event list
Each workshop and webinar you plan to run, whether it is in person or online, and where it happens.
One person who owns the date
Someone on staff who changes the workshop date and the booking calendar together, every time.
Your legal entity details
The firm's exact legal name and EIN for the texting registration that the reminder texts run on.
A recording, if you have one
Tell us if a session is recorded. Without a recording, no-shows are offered the next date.
Where it stops
No reminder or follow-up gives legal advice or comments on a person's family or estate. Each message confirms a time and place, or offers the next date. Questions about a person's own situation go to the attorney.
Services used
Texting registration, before the reminders start
Reminders go by text as well as email. HighLevel's help center says texting US numbers from a standard local number requires A2P 10DLC registration. This is not legal advice.
Questions
What firms ask about workshop sign-ups
Can our staff change the workshop date without calling you?
What happens when someone registers and doesn't come?
Can one setup run in-person workshops and webinars?
Will the reminder texts give legal advice?
Do reminder texts need anything set up first?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryBring your next workshop date to Rob
He walks through how its sign-up, reminders and no-show follow-up would run, and which parts your staff would change on their own.