Law Firm Sub-Account Kit

1. No. 01

   1 AI Receptionist

   Component 01 · AI Receptionist

   The problem

   People ring a firm the evening something has gone wrong, and the operator building that account by hand has to write a script that takes an arrest or a collision calmly, offers no advice at all, and still records enough for a conflict check the next morning.

   Once it is loaded

   The receptionist lands configured to answer around the clock, gather the parties involved before anything else so the firm can run its conflict check, route a criminal call differently from an estate planning call, and refuse to characterise anybody's case.

   How it pays back

   If writing and testing that refusal behaviour costs an operator a day per firm and you stand up four legal accounts a year, that is most of a working week back. On the client side, one recovered matter at their own average fee settles the argument about your monthly fee.

2. No. 02

   1 AI Chatbot

   Component 03 · AI Chatbot

   The problem

   Every visitor to a law firm site types some version of do I have a case, and an assistant that answers it has just given legal advice on the firm's letterhead. Operators end up hand-building that boundary again for every practice area a firm runs.

   Once it is loaded

   One assistant answers across chat, text, email and the social inboxes on what a firm can safely say without a fee earner: fee basis, what a first consultation covers, which matter types are taken, where to park. Anything touching the merits goes to a human.

   How it pays back

   Assume the firm gets fifty site conversations a month and a tenth are people who would have closed the tab. One becoming a booked consultation at their own average matter value is the sort of month-one evidence that keeps an account off your churn list.

3. No. 03

   Pipelines

   Not one of the nine — what they run on

   The problem

   A will that completes in a fortnight and an injury claim that runs two years cannot share a stage list, yet the operator who builds one generic board per firm ends up with a pipeline where nothing has moved in eighteen months and nobody can say whether that is normal.

   Once it is loaded

   Boards arrive split by how the work behaves: enquiry to conflict check to consultation on one, engaged matters moving through their own milestones on another, with stage ageing tuned per matter type so a long-cycle claim does not look stalled beside a short one.

   How it pays back

   Rebuilding matter stages per firm is comfortably two hours of discovery and configuration. Across eight legal sub-accounts that is two working days of your year, and the firm gets the Monday view of live matters that tends to be the screen forwarded to the partners approving your invoice.

4. No. 04

   Workflows

   Not one of the nine — what they run on

   The problem

   Intake in most firms is whoever is free, so an enquiry taken at four on a Friday sits until Monday and is gone by then. Wiring a speed-to-lead cadence that still stops dead at the conflict check is fiddly work an operator repeats firm after firm.

   Once it is loaded

   The automations are already branched: an enquiry alerts the intake owner within minutes, everything holds at a conflict-check gate before engagement material goes out, the unsigned engagement letter is chased, and a stalled matter escalates to a named fee earner rather than looping quietly.

   How it pays back

   Take a firm seeing forty-five enquiries a week with a quarter never called back. Chasing those by hand at five minutes each is hours the practice does not have. For you, the cadence is loaded rather than reasoned out, which is a two-day build instead of a two-week one.

5. No. 05

   Appointment reminders, confirmations and no-show recovery

   Component 05 · Smart Appointment System

   The problem

   A free consultation costs a firm an hour of fee-earning time and returns nothing when the person does not arrive, and people miss legal appointments precisely because they are dreading them. Reminder timing is the thing an operator rebuilds per calendar and gets subtly wrong.

   Once it is loaded

   Confirmation goes out the moment the consultation is booked, reminders at twenty-four hours, one hour and fifteen minutes carry the documents the person must bring, and a missed slot triggers a recovery call inside the hour against a seventy per cent recovery target.

   How it pays back

   If a firm runs eighteen consultations a week and loses three, each is an hour written off at their own charge-out rate. Recovering two weekly is the line a managing partner points at when the finance side asks what your monthly fee actually buys them.

6. No. 06

   Funnels

   Not one of the nine — what they run on

   The problem

   A practice doing family work, estate planning and injury claims usually funnels all three into one contact form, so the operator either builds separate entry paths from scratch or listens to the firm complain every month that the enquiries are unsortable.

   Once it is loaded

   Separate conversion paths land ready for the offers a firm leads with: a booked consultation path, a document-led path for planning work where people want to read before they call, and a case-review path that qualifies hard without ever hinting at an outcome.

   How it pays back

   Assume the firm converts one in fifty site visitors today. A path built for the matter type only has to add a couple of consultations a month at their own average fee to justify the account, and you loaded it rather than designing it, which is a day per client kept.

7. No. 07

   AI Studio website

   Component 04 · Professional Website

   The problem

   Law firm sites are usually partner biographies and a phone number, and the copy that would actually rank has to be written by somebody who knows not to imply a result. Operators either brief a copywriter per firm or ship something the compliance partner rejects.

   Once it is loaded

   The site arrives with practice-area pages already written in language that describes process rather than promising outcomes, fee-earner profiles, a consultation calendar wired into the same sub-account, and intake forms that feed the conflict-check gate instead of a shared inbox.

   How it pays back

   If one practice-area page brings two enquiries a month and the firm engages one at their own average matter value, the page has paid for itself quickly. For you, not commissioning legally reviewed copy per account is the largest single line removed from a legal rollout.

8. No. 08

   Nurture campaign

   Component 02 · AI Outbound Caller + Component 08 · Database Reactivation

   The problem

   Somebody who consulted a firm in March and never signed is still a matter waiting to happen, but nothing goes out to them, because nobody will risk writing to a legal prospect without first working out what may safely be put into a text message.

   Once it is loaded

   The follow-up engine is written to sit on the safe side of that line. It refers to the enquiry and never to the facts of the matter, works stalled consultations across email, text and an outbound call, and reactivates an old enquiry list without naming anything privileged.

   How it pays back

   Say the firm holds four hundred enquiries that never converted. A reactivation producing even a handful of consultations at their average fee is a larger number than most agency invoices, and writing that sequence to be privilege-safe is a half-day per firm you no longer spend.

9. No. 09

   Review automation

   Component 06 · Review Harvesting + Component 07 · Review Automation

   The problem

   A firm can close a good matter and collect no public evidence for it, because nobody wants to be the person asking a family client for a Google review the week the order comes through. Timing that ask per matter type is judgement an operator has to encode by hand.

   Once it is loaded

   Matter close triggers the ask rather than a date, the matter types where it would be tasteless are suppressed, one satisfaction question routes a dissatisfied client to the managing partner instead of the internet, and the cadence rotates across whichever platforms the firm names.

   How it pays back

   The design target is five to ten reviews a month. For a firm whose competitors have thin profiles and whose buyers choose from a map listing under stress, that is the cheapest visibility available, and it is the metric a client reads before deciding whether to renew with you.

10. No. 10

    Seasonal automation

    Component 09 · Lifetime Nurture Campaigns

    The problem

    Legal work has its own clock: estate plans that want revisiting after a marriage or a birth, filings that recur annually, limitation dates that quietly expire. Every firm names different ones, and an operator hard-coding those months is signing up to maintain them forever.

    Once it is loaded

    The cyclical campaigns are loaded and dated: engagement anniversaries, review prompts for planning clients, a year-end estate planning push and a referral request to past clients, all keyed to months the firm sets at install rather than to a fixed calendar in the workflow.

    How it pays back

    If a firm has three hundred past planning clients and a review prompt brings two per cent back for an update, that is a handful of matters at their own fee from a campaign nobody had to write that week. You built it once and can arm it for the next firm in an afternoon.

11. No. 11

    Custom values

    Not one of the nine — what they run on

    The problem

    Consultation fee, the jurisdictions a firm is admitted in, the advertising disclaimer its compliance partner approved, the intake owner and the practice areas taken all differ per firm, and an operator who typed those into message bodies is opening every automation to change one line.

    Once it is loaded

    Firm name, admitted jurisdictions, approved disclaimer wording, consultation fee, intake owner, escalation delay and office address all sit at the top of the sub-account and are read wherever they appear, so configuring the next firm is a single screen of typing.

    How it pays back

    When a firm revises its disclaimer, that is one field rather than an afternoon of find-and-replace. Multiply by however many legal accounts you hold and the number of times a year compliance changes its mind, and it is a working day you did not quietly lose.

12. No. 12

    Custom fields

    Not one of the nine — what they run on

    The problem

    Opposing party, incident date, matter type and referral source are exactly the data a firm needs to run a conflict check and forecast its year, and in an account built at speed they end up inside a free-text note that no filter and no trigger can read.

    Once it is loaded

    Matter type, incident or instruction date, opposing parties, limitation or filing date, referral source, fee basis and assigned fee earner are real fields, populated by the receptionist and the intake form, and usable as triggers without anybody retyping a call summary.

    How it pays back

    A firm that can pull every matter with a limitation date inside ninety days has bought something no spreadsheet was giving them. For you, the schema arrives with the kit, so the discovery call becomes which fields to remove rather than what to build from nothing.

13. No. 13

    Forms and surveys

    Not one of the nine — what they run on

    The problem

    Intake for an injury claim asks nothing like intake for a commercial dispute, so a firm either runs one flat form that captures too little for a conflict check, or the operator builds a questionnaire per practice area and then maintains every one of them.

    Once it is loaded

    The instruments arrive per matter type: a qualification form gathering parties and dates before a consultation is offered, an engagement questionnaire that collects what the fee earner would otherwise ask twice, and a post-matter survey about the experience rather than the result.

    How it pays back

    If intake staff spend eight minutes an enquiry gathering what a form could have collected, forty-five enquiries a week is a working day of somebody's time. Building those forms per practice area is the part of a legal rollout that quietly consumes an operator's week.

On purchase you receive two things: one snapshot link, and one PDF with full installation instructions. Installation is not in the kit price — load it yourself from the PDF, or add installation by us for $200 a sub-account. Every payback figure above is an illustrative scenario with its assumptions in the sentence, not a measured customer result.