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CONNECTED BUILD$5,000 – $15,0004 to 8 weeks

Legal Intake and Operations, Built Around Your Practice

A connected system across intake, follow-up, and delivery — not a point tool, the whole loop, backed by the 60-Day Build Guarantee.

Is this the right fit?

  • You’re ready to fix more than one leak at once
  • You want intake, follow-up, and delivery working as one system
  • You want a guarantee, not just a scope of work

What's included

  • A connected build across capture, convert, and keep
  • Integration with your existing practice-management tool
  • 60-Day Build Guarantee
  • 30 days of post-launch support

Leaks this tier is built to fix

Only a fraction of inquiries become signed clients
A tracked path from first contact to signed engagement, so nothing sits waiting on a manual step. Roughly 7% of inquiries become signed clients — the gap is usually follow-up, not demand.
Intake data is retyped into three systems
One capture point that populates your practice-management tool, calendar, and follow-up sequence at once.
Clients call to ask what is happening
Proactive milestone updates from matter status, so clients hear from you before they think to ask.
60-Day Build Guarantee. We agree on one success metric before we start, written into the SOW. If it isn't live and working the way we scoped it, we keep working at no additional cost until it is.

Representative outcomes

Solo immigration practice
Intake handled end to end without retyping
Small personal-injury firm
Status-update calls down sharply after milestone automation

Target outcome — representative, not an individual client result.

Questions

What if my practice-management tool doesn’t support this?

We build on what you have, or help you pick something simple if you have nothing yet. We’re tool-agnostic — n8n, Zapier, Make, your PM tool’s native automation, or custom code, whichever actually fits.

How long does a Done-for-You Build take?

Most connected builds are live within the 60-day guarantee window; simpler scopes land sooner.

Does any of this touch my legal work?

No. Operational automation handles capture, routing, reminders, and status updates. It never drafts, analyzes, or makes a legal judgment.

Not sure this is the right tier?

Take the free Practice Operations Assessment. It scores where you are losing clients across capture, convert, and keep, then points you at the tier that fixes your biggest leak first.

Take the Free Assessment