Foundation Timeline

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

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  • 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.

  • AI Persona Training: Your 24/7 AI Voice Receptionist and digital intake assistant are populated with your custom firm data and specific consultation guidelines.