Starter — Client Intake System
Answers, qualifies, schedules consultations.
Intake calls, conflict checks, document prep, and follow-ups — the hours between matters are where your week disappears. We build tools that handle the repetitive work inside the systems you already use, so more of your day is billable.
Fixed-bid · You own everything · Live in two weeks
Move the sliders. Every dollar shown monthly and yearly.
Estimated billable value at risk
$15,600/mo
$187,200/yr
All figures monthly and annualized. Fixed price confirmed after we map your actual workload.
These figures are estimates built from the numbers you entered and the assumptions shown — not a guarantee of any specific financial outcome.
The same four leaks show up in almost every firm we walk into.
Every inquiry answered, qualified, and scheduled — no more phone tag.
Standard documents drafted from your templates in minutes, not hours.
Nothing slips; reminders and status updates run themselves.
Choose how much we handle. Start small or go full implementation.
Answers, qualifies, schedules consultations.
Intake + documents + deadlines automated.
You decide how much we handle at every phase: Done With You or Done For You. Training included.
How we get you there 1. Discover 2. Scope 3. Setup 4. Design 5. Build 6. Test 7. Handover See full processIntake used to eat my afternoons. Now consultations book themselves.— Managing partner
"Standard motions that took an hour now take ten minutes."— Solo attorney
"We stopped missing follow-ups entirely."— Office manager
Bring your biggest phone or admin headache.