What we build

1. 1Online intakeQuestions your professionals wrote, answered on any phone, at any hour. If a question doesn't apply, the client can say so; if one is missed, the form names it and takes them straight to it.
2. 2Engagement and e-signatureThe engagement letter is generated from the intake and signed online, with a full record of who signed and when.
3. 3PaymentFees and retainers paid online into your practice's own merchant account, routed exactly as you direct. We never touch client funds.
4. 4The file opens itselfThe new matter, engagement or client record appears in your practice-management system, with documents filed to the right folder.

Each of these runs today in a client-intake platform we built for a Florida law firm.Note 1

1. Shown privately, on test data, after a mutual NDA.

• Client portal. Where the matter stands, documents, messages, and access for co-clients or others you approve.
• Staff dashboard. A work queue that shows each person what to do next.
• Client updates. Email and text messages at each stage, in your voice, approved by you.
• Documents. Letters, agreements and forms generated on your letterhead.
• Connections. Your practice-management, document-storage and payment software, kept in step.
• New services, sold online. A fixed-fee service with signup, agreement, payment and tracking.
• Staff guides. Illustrated step-by-step guides showing each person what to do and what the client sees.

Where software you already license does the job, we configure it instead.Note 2

1. The Assessment report says which is which, item by item, before you commit to a build.

• Visibility in search and AI answers. What Google, ChatGPT, Claude, Gemini and Perplexity tell people about your practice and its named professionals, where wrong facts come from, and the corrections.
• Email trust and security. Why your mail lands in junk, whether your domain can be spoofed, and which settings on your website are silently broken. Fixes in careful stages, each agreed in writing.
• Private AI operations. AI set up inside your practice's own accounts, with a written use policy, a few workflows doing real work, and trained staff. Your practice holds its own subscription; we never resell seats.

We don't promise rankings, AI answers or inbox placement. We set targets and report against them.Note 3

1. Targets and what is excluded are listed in each statement of work. Ask to read one.

Monitoring for outages and silent breakage, security updates, verified backups, a monthly allowance of changes, a monthly report and a quarterly review. Month to month after a short minimum, with no exit fee.Note 4

1. The minimum term, response times and exit terms are set out in writing before you sign.

Chatbots that give legal, tax, medical or investment advice. Lead lists, or marketing priced per lead or per signed client. Anything sent in your name without your approval.