Five Year Promise™

Woman using Organizer

If you use the Daily Plan-It™ system the way it is designed, just one new case referred in from the Daily Plan-It™ will allow you to pay for five years use of this system. If not, we will refund 100% of your money back, guaranteed.

To qualify to obtain a refund under the Five Year Promise™ we ask that you comply with the following requirements while you are using the service:

Volume:

You must have at least 50 active recipients on your Daily Plan-It™ recipient list at all times.

Tracking:

You must have a formal system for tracking your referral sources and the on-going contact that your firm has with those sources. In addition, you must also have a formal system for tracking prospects, clients and the referral source of new matters.

Consistency:

You must send out the Daily Plan-It™ on a regular and consistent basis. The issues are distributed every other week, 26 times each year and you must upload your template (or use a default template) so that each issue goes out to your referral sources. This will maintain a regular and consistent contact with your referral sources.