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Phase 1: Firm Configuration & Initial Setup (Days 1–3)

Start To End

  • Onboarding Verification: Your firm’s intake profile is verified, and your dedicated project space is initialized.

  • Account Framework Setup: Your secure firm portal is built out and configured to reflect your specific legal practice areas.

  • Communication Routing: Your intake channels are established, connecting your backend systems to either a newly provisioned local number or your existing firm lines.

Phase 2: System Calibration & Channel Sync (Days 4–12)

Start To End

  • AI Persona Training: Your 24/7 AI Voice and Digital Intake Assistant are trained with your custom firm data and specific consultation guidelines.

  • Sync Your Calendar & Availability: This automates our scheduling alignment. The system remains blind to your private appointment details.

  • Consultation & Fee Structure: System aligment with your specific consultation rates, practice area fees, and payment preferences.

  • Appointment Routing & Follow-Ups: Automation of your custom lead follow-up sequences, cancellation policies, and rescheduling rules so your client communication runs on autopilot according to your preferences.

  • Email & SMS Sender Configuration: Setup and verification of your custom email domains and dedicated SMS phone number, ensuring all automated client communications align cleanly with your firm’s brand identity.

  • WhatsApp Business Integration: Linking your digital intake assistant to your business WhatsApp number, allowing the system to securely screen inquiries and book consultations on autopilot.

  • Google Profile & Review Automation: Setup and optimization of your Google Business Profile, linking it directly to your automated WhatsApp intake agent while enabling proactive profile scoring, 30-day post alerts, and continuous review monitoring.

  • Conflict Screening & PMS Integration: Secure synchronization with your practice management software (Clio) to cross-reference new leads against your database, automating preliminary conflict checks the moment an inquiry is received.

  • Conflict Screening & PMS Integration: Secure synchronization with your practice management software (Leap) to cross-reference new leads against your database, automating preliminary conflict checks the moment an inquiry is received.

  • Conflict Screening & PMS Integration: Secure synchronization with your practice management software (PracticePanther) to cross-reference new leads against your database, automating preliminary conflict checks the moment an inquiry is received.

  • Secure Conflict Screening: Setup of a secure private upload link for your firm to safely share your office conflict lists. This automatically screens new leads against your existing clients while keeping your local office files completely private and secure.

  • Automated File Opening Automatic creation of new client matters and intake summaries in your firm's software following a successful preliminary conflict check.

  • Pre-Launch Testing: Comprehensive end-to-end simulations across all channels to verify routing and conversational logic, followed by a joint review to ensure the system meets your firm’s standards.

Phase 3: Final Review & Launch (Days 13–15)

Start To End

  • Go-Live Call: A dedicated strategy and review call to walkthrough your new system, adjust settings, and answer any logistical questions.

  • System Overview Video: Delivery of a concise walkthrough video that demonstrates how your new dashboard works and where your incoming lead data is stored.

  • Quick Reference Blueprint: A single-page document outlining your automated scheduling rules and workflow settings for easy reference.

  • System Activation: Your digital intake assistant goes live, delivering uninterrupted lead qualification to ensure only validated inquiries reach your calendar.