AI Implementation,
Done For You.
We identify, configure, and deploy AI tools and automations specifically for small law firms and independent real estate agents. No DIY. No guesswork. Just results.
Six Ways We Save You Time
AI Audit & Strategy
The Foundation
Law Firms & Real Estate AgentsBefore any tool is deployed, we conduct a thorough analysis of your current workflows, technology stack, and time allocation. We identify the highest-value automation opportunities specific to your practice and deliver a written implementation roadmap with projected time savings and ROI estimates.
What's Included
- Workflow analysis and time-drain identification
- Written AI implementation roadmap
- Tool recommendations with cost/benefit analysis
- Priority ranking of automation opportunities
Client Intake Automation
First Impressions, Automated
Law FirmsWe build intelligent intake systems that collect client information, qualify prospects, send confirmation emails, and populate your CRM — all without manual data entry. New clients receive a professional, consistent onboarding experience while you focus on serving existing clients.
What's Included
- Custom intake forms with conditional logic
- Automated qualification and routing
- CRM integration (GoHighLevel or existing system)
- Automated welcome and confirmation sequences
Document Drafting & AI Assistance
Write Less, Bill More
Law Firms & Real Estate AgentsWe implement AI writing tools configured specifically for legal and real estate document types. From engagement letters and demand letters to listing descriptions and buyer agreements, your AI assistant drafts first versions in seconds — you review, refine, and send.
What's Included
- AI document templates for your practice area
- Custom prompts trained on your writing style
- Integration with your existing document management system
- Staff training and workflow documentation
Lead Follow-Up & Nurture Automation
Never Lose a Lead Again
Real Estate Agents & Law FirmsSpeed-to-lead is the single biggest factor in conversion rates. We build automated follow-up sequences that respond to new inquiries within minutes, nurture prospects over time, and alert you when a lead is ready to convert — all connected to your CRM and calendar.
What's Included
- Automated SMS and email follow-up sequences
- Lead scoring and priority routing
- CRM pipeline automation
- Appointment booking integration
Scheduling & Calendar Automation
Your Calendar, Managed
Law Firms & Real Estate AgentsWe integrate intelligent scheduling systems that eliminate back-and-forth emails, enforce your availability rules, send automated reminders, and reduce no-shows. Clients book directly into your calendar with the right information collected upfront.
What's Included
- Calendly or scheduling tool configuration
- Automated reminder sequences (email + SMS)
- Pre-appointment questionnaire automation
- No-show follow-up sequences
Ongoing Support & Optimization
Systems That Improve Over Time
Law Firms & Real Estate AgentsAI implementations require ongoing attention to perform at their best. We provide monthly performance reviews, system updates, prompt optimization, and strategic guidance as your practice grows. Think of us as your on-call AI operations team.
What's Included
- Monthly performance review calls
- System monitoring and error resolution
- Prompt and automation optimization
- New tool evaluation and integration
Transparent Pricing, Clear ROI
Exact pricing is determined after your free audit call. The figures below are representative ranges.
Starter
A single high-impact automation — ideal for practices that want to start with one specific problem.
- AI Audit & Strategy session
- One automation implementation
- 30-day optimization period
- Documentation and training
Practice Suite
A comprehensive automation package covering intake, follow-up, scheduling, and document assistance.
- Full AI Audit & Strategy
- 3–4 automation implementations
- CRM integration
- 60-day optimization period
- Staff training included
Ongoing Support
Monthly retainer for practices that want continuous optimization, monitoring, and strategic guidance.
- Monthly performance review
- System monitoring & updates
- Unlimited error resolution
- New tool evaluation
- Priority response
Common Questions
Don't see your question? Book a free audit call and we'll answer everything directly.
None whatsoever. Our service is entirely done-for-you. We handle all configuration, integration, and testing. Your only job is to review what we've built and tell us if anything needs adjustment. We also provide simple documentation so your staff can use the tools confidently.
Most initial implementations are complete within 2–4 weeks from the strategy call. Simple automations like scheduling and follow-up sequences can be live in 5–7 business days. More complex integrations involving document systems or custom CRM workflows take 3–4 weeks.
Our engagements start with a free 30-minute AI audit call. From there, implementation projects are priced based on scope — typically ranging from $1,500 for a single automation to $5,000+ for a full practice automation suite. Ongoing support retainers start at $500/month. We provide a detailed proposal after the audit call.
In most cases, yes. We work with the tools you already have — Clio, MyCase, Salesforce, GoHighLevel, Google Workspace, Microsoft 365, and most major practice management systems. If a direct integration isn't available, we use Zapier to connect systems. We'll confirm compatibility during the audit call.
Every implementation comes with a 30-day optimization period where we monitor performance and make adjustments at no additional charge. Our ongoing support retainers include error resolution and system updates. We don't consider a project complete until you're satisfied with the results.