

Are you losing prospects to missed calls and slow follow-ups?
Is your growth capped by time, not demand?
Is intake consuming too much attorney or staff time?
What would predictable lead conversion mean for your practice?


Integration with your existing tools
Customized automation workflows
Clear implementation timeline
Transparent and predictable pricing

We configure everything for you
Your team gets hands-on training
We monitor results and refine
You get dedicated support ongoing
















Stop drowning in document-heavy intake and repetitive explanations. Streamline the entire intake process, collecting documents, coordinating with family members, and educating prospects, so clients arrive prepared. Turn chaotic intake into calm, predictable workflows that build long-term client relationships.

Transform high-volume intake into calm, organized case flow. AI can qualify prospects instantly, automate financial disclosure collection, and handle client updates—so you focus on strategy, not administrative chaos. Turn overwhelming caseloads into predictable workflows that scale without burnout.



Custom automation design for your practice
Integration with your existing systems
Full implementation and training
Ongoing support and optimization
14-day money-back guarantee


Custom automation design for your practice
Integration with your existing systems
Full implementation and training
Ongoing support and optimization
14-day money-back guarantee
Book your free strategy session to see how you can save 10–20 hours each week, stop doing low-value tasks yourself, and get a clear path to faster growth. We’ll break down potential cost savings, ROI, and exactly how AI can support your specific practice, no pressure, no generic sales pitch, just an honest, practical conversation.