Tier 3: Revenue Operations Partner
$5,000 per month
For firms that want growth infrastructure, not just intake automation.
This is full lead-to-revenue ownership.
Everything in Tier 2, plus landing pages, marketing integration, ROI tracking, case management sync, revenue dashboards, and ongoing strategic optimization.
We do not just automate intake. We engineer the entire revenue engine.
Everything in Tier 1 & Tier 2
You get all the foundational and advanced intake automation:
Tier 1 Features
- Email automation sequences
- SMS automation sequences
- AI text bot for web and SMS qualification
- Automated intake document delivery
- Retainer document triggers
- Appointment confirmations and reminders
- No-show follow-up
- CRM pipeline structure
- Basic lead source tagging
Tier 2 Features
- AI voice agent that answers calls instantly
- Missed-call auto text-back
- Practice-area specific qualification logic
- Intelligent routing rules
- Escalation workflows for urgent matters
- Advanced nurture sequences
- Lead reactivation campaigns
- No-show recovery automation
- Consult-to-signed tracking
- Source-level performance reporting
Plus These Strategic Growth Features
Landing Page Build and Optimization
We design and build high-converting landing pages for your campaigns. Practice-area specific, optimized for mobile, and designed to convert paid traffic into qualified leads.
Marketing Lead Capture Architecture
Complete lead capture infrastructure across all channels: Google Ads, LSAs, Meta, website forms, chat, and phone. Everything flows into one structured system.
Paid Lead Integration
Direct integration with paid lead sources. Leads flow in automatically, get worked immediately, and are tracked to outcome.
Lead Source ROI Tracking
Track every lead back to its source and see which sources produce signed cases. Know exactly what is profitable.
Cost Per Signed Case Reporting
See your true acquisition cost. Not cost per lead. Cost per signed case. This is the metric that determines profitability.
Full Nurture Architecture
Complete multi-step nurture system across email, SMS, and voice. Leads that are not ready today stay in structured follow-up for months if needed.
Automated Booking and Direct Retainer Workflows
Two pathways: consultation booking for cases that need a call, and direct retainer sign-up for cases that can move immediately. We build both.
Case Management System Integration
Bi-directional sync with your case management platform. Signed cases create matters automatically. Status updates flow both ways.
Revenue Dashboards
Real-time visibility into lead volume, consultation rates, signed cases, and revenue by source. Leadership-level reporting that shows what is working.
Profitability Tracking by Source
See which marketing sources produce profitable cases. Scale what works. Cut what does not.
Ongoing System Optimization
Continuous improvement of scripts, sequences, landing pages, and workflows based on performance data. We do not build and disappear. We operate and optimize.
Strategy Reviews and Performance Planning
Regular reviews of performance, bottlenecks, and opportunities. We act as your revenue operations partner, not just a vendor.
We do not just automate intake.
We engineer the entire revenue engine.
From the moment a lead clicks an ad to the moment they sign a retainer, every step is structured, tracked, and optimized.
What This Solves
Problem: Unclear marketing ROI
Solution: Full attribution from ad click to signed case. You know exactly what is producing revenue and what is not.
Problem: Inability to scale ad spend confidently
Solution: When you know cost per signed case by source, you know exactly what to scale and how much to invest.
Problem: Disconnected systems
Solution: Marketing, intake, CRM, and case management are all integrated. One source of truth.
Problem: Manual reporting
Solution: Automated dashboards show real-time performance. No more spreadsheet exports or guessing.
Problem: Revenue unpredictability
Solution: With structured intake, consistent follow-up, and full visibility, revenue becomes predictable instead of random.
Best For
This tier is designed for:
Firms actively investing in marketing (Google Ads, LSAs, Meta, etc.)
Practices that want predictable, measurable growth
Firms that need to know cost per signed case to scale confidently
Law firms with disconnected systems (marketing, CRM, case management)
Practices that want an embedded revenue operations partner, not just automation
This is full revenue infrastructure.
If you are spending serious money on marketing and want to grow strategically with full profit visibility, this is the tier.
What Happens After You Sign Up
Full Revenue Audit
We audit your entire lead-to-revenue process: marketing sources, landing pages, call handling, CRM, intake, follow-up, case management, and reporting.
Revenue System Design
We design the complete architecture: lead capture, qualification, routing, nurture, booking, retainer workflows, integrations, and reporting dashboards.
Build and Integration
We build landing pages, configure AI intake, set up automations, integrate all systems, and build revenue dashboards.
Testing and Training
We test the full system end-to-end, train your team on new workflows, and ensure smooth handoffs between automation and staff.
Launch and Ongoing Optimization
We launch live, monitor performance daily, and continuously optimize every element based on real data. This is not a one-time build. This is ongoing revenue operations.
Ready to Engineer Your Revenue System?
Schedule a call and we will walk you through exactly what this tier would build inside your firm and how it would change your growth trajectory.
Limited implementation capacity. This tier requires significant upfront build and ongoing optimization.