Law firms, solicitors, personal-injury and family practices
A complete legal intake and retention system your agency can rebrand, install and support without building it twice.
$850
One-off · unlimited installs
Contents
Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.
Why this build is shaped the way it is
No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.
The problem
Firms rarely lose work on quality. They lose it on the twenty minutes between a prospective client deciding to act and someone answering the phone. That window almost always falls outside office hours.
The build
Nothing here decides what is privileged, what needs a conflict check or what a call recording notice must say in the client's jurisdiction. The forms, consent wording and recording settings are configurable, and they should be configured with the firm's own compliance view.
The rebrand
The common shape is a setup fee for rebranding, practice area configuration and calendar mapping, then a monthly retainer covering AI usage, campaign changes and reporting on intake volume and consultation attendance.
Included · exactly nine
Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.
Lead Capture & First Contact
Answers intake at any hour, screens by practice area and jurisdiction, books the consultation and transfers urgent callers to the duty number.
Handles website chat, SMS and social messages, answers the fee and process questions that stall an enquiry, and books without a form.
Practice area pages, attorney profiles, an intake form with consent wording your client's counsel can approve, and a consultation calendar.
Intelligent Lead Nurture
Calls missed consultations within the hour, follows up unsigned retainers, and reopens enquiries that stalled after the first conversation.
Booking & No-Show Prevention
Confirms the consultation, reminds at 24 hours, one hour and 15 minutes, and reoffers a slot immediately when a prospective client misses one.
Reviews & Social Proof
Triggers the Google and Facebook request at matter close, when the client is most willing to say the firm did right by them.
Runs the longer cadence: reminders for clients who did not act first time, a second channel, and a steady spread of platforms rather than one spike.
Lifetime Nurture & Retention
Reaches enquiries that went cold six months ago and past clients with an unfinished matter, using AI calls with a specific reason to speak.
Keeps the firm present between matters: annual estate review prompts, statute and renewal reminders, and a structured client referral programme.
The problem you are being paid to solve
The enquiries that matter land between seven and eleven at night. Your client's line rolls to voicemail, and a personal injury caller with a live claim does not leave a message - they dial the next firm on the page.
A paralegal spends half of every morning taking names and numbers for consultations that never get diarised. The firm is paying near fee-earner rates for reception work and losing billable hours to it.
A free consultation costs a partner an hour of diary. Booked eight days out on the back of a single email confirmation, a good share of them simply do not turn up and nobody rebooks the caller.
The firm settles, sends the final invoice and never speaks to that client again. The review, the referral, the will and the second matter all end up somewhere else entirely.
What the build changes
Every call is answered, qualified against the firm's practice areas and either booked or routed. Urgent matters can be transferred; the rest arrive as a structured intake record instead of a name on a pad.
ai-receptionist
Confirmation, then staged reminders at 24 hours, one hour and 15 minutes, with automatic recovery inside the hour when someone misses. The system targets 70% no-show recovery on those slots.
smart-appointments
The request fires on matter completion rather than months later, aiming at a steady 5-10 reviews a month, which is what moves a firm in local search.
review-harvesting
Every enquiry that never converted sits in the CRM doing nothing. Campaigns work through them with AI calls and a reason to speak again, which is the cheapest matter a firm will ever sign.
database-reactivation
Practice area pages, attorney profiles and a consultation calendar, written in a register a prospective client expects from a law firm rather than from a lead-generation funnel.
professional-website
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say the firm takes 45 enquiries a month, misses 15 of them outside office hours, and books 20 consultations.
roughly 9 hours a month back from fee-earning staff
When it pays for itself
Take an average signed matter at $2,500, which is conservative for injury or immigration work and modest for estate planning.
On those figures a single signed matter clears the $850, so the conversation with your client is about the second one and every one after it.
Your resale ledger
You pay $850 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $850 | $1,700 | $500 | $6,850 |
| Typical | $850 | $2,550 | $900 | $12,500 |
| Premium | $850 | $3,825 | $1,500 | $20,975 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot itself | Import, install, and a working walk-through in the sub-account you nominate. | — |
| Its automations | Every workflow that ships with it, tuned to how your client actually runs. | — |
| More automations | Additional workflows on the same foundations — another reminder, another branch, another tag rule. | — |
| Adjusting what is there | Retiming sequences, adding pipeline stages, rewriting the copy inside them. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party API work | — | Anything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.
Four of the nine, expanded
Every call is answered, qualified against the firm's practice areas and either booked or routed. Urgent matters can be transferred; the rest arrive as a structured intake record instead of a name on a pad.
Confirmation, then staged reminders at 24 hours, one hour and 15 minutes, with automatic recovery inside the hour when someone misses. The system targets 70% no-show recovery on those slots.
The request fires on matter completion rather than months later, aiming at a steady 5-10 reviews a month, which is what moves a firm in local search.
Every enquiry that never converted sits in the CRM doing nothing. Campaigns work through them with AI calls and a reason to speak again, which is the cheapest matter a firm will ever sign.
Add labour
Read first
Operations · 10 min read
Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.
Read the guideSpecifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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