Tier 1: Intake Automation Foundation
$1,500 per month
For firms that want to stop losing web leads and automate follow-up without changing their entire operation.
This tier fixes the most common revenue leaks.
If leads are coming in but follow-up is inconsistent, documents are sent manually, and you have no structured nurture in place, this is where you start.
What's Included
Email Automation Sequences
Structured email nurture that runs automatically after a lead enters your system. No more manual follow-up or forgotten leads.
SMS Automation Sequences
Text-based follow-up that reaches prospects where they actually respond. Automated scheduling, reminders, and re-engagement.
AI Text Bot for Web and SMS Qualification
Intelligent text-based qualification that captures key details, answers common questions, and routes leads appropriately.
Automated Intake Document Delivery
Intake forms sent automatically based on case type and lead status. No more manual sending or tracking.
Retainer Document Triggers
Retainer agreements and e-signature workflows triggered automatically when a prospect is ready to sign.
Appointment Confirmations and Reminders
Automated confirmations, day-before reminders, and same-day alerts to reduce no-shows.
No-Show Follow-Up
Automatic re-engagement sequences for missed consultations. Recover opportunities that would otherwise be lost.
CRM Pipeline Structure
Clean, logical pipeline setup so you can see where every lead is in your process. No more spreadsheets or guessing.
Basic Lead Source Tagging
Track where leads are coming from so you know which sources are producing results.
What This Solves
Problem: Web leads worked once and forgotten
Solution: Automated nurture sequences ensure every lead gets consistent follow-up until they book, sign, or disqualify.
Problem: Inconsistent follow-up
Solution: Email and SMS sequences run automatically. No more relying on memory or manual effort.
Problem: Manual document sending
Solution: Intake forms and retainers are delivered automatically based on triggers. Staff time is freed up.
Problem: No structured nurture
Solution: Multi-step sequences that move leads through your process systematically.
Problem: Intake staff overload
Solution: Automation handles repetitive tasks so staff can focus on high-value conversations.
Best For
This tier is designed for:
Firms already generating leads but lacking consistent follow-up
Practices where staff is manually sending documents and reminders
Firms that want automation but are not ready for full AI call handling
Law firms looking to stabilize their backend operations
This is your backend stabilizer.
If your intake staff is overwhelmed and leads are falling through the cracks, this tier gives you immediate relief and structure.
What Happens After You Sign Up
Discovery and Audit
We review your current intake process, lead sources, CRM setup, and documentation workflow to understand exactly what needs to be automated.
System Design
We design the automation architecture specific to your practice area, intake flow, and staff structure.
Build and Integration
We build the sequences, set up the CRM pipeline, configure the AI text bot, and integrate document workflows.
Testing and Launch
We test the full flow with sample leads, train your staff, and launch the system live.
Ongoing Optimization
We monitor performance, adjust sequences based on results, and iterate as your firm grows.
Ready to Stop Losing Leads?
Schedule a call and we will show you exactly what this tier would look like inside your firm.
No pressure. Just clarity on what automation would fix first.