Client acquisition & operations for solo and small firms
Run a more profitable firm.
We build the systems; you practice law.
Pick a tier, or take the free assessment first and let the score point you to the right one. Flat pricing, one measurable metric, a 60-day guarantee.
Four ways in. Start where you are.
Every engagement is operations work — capture, follow-up, reminders, status updates. We never touch your legal work.
Where does a solo firm actually lose clients?
Where firms actually leak clients
The problems we hear on discovery calls, in their own words, and what we build to fix each one. Every entry names the rule that keeps it compliant.
★ Leads call once, reach voicemail, and hire the next lawyer
The problem: You are in court, in a deposition, or with a client, and the phone wins the case for whoever picks up first. Most callers who reach voicemail do not leave a message, they call the next attorney on the list. The marketing spend that made that phone ring is already gone.
What we build: Instant capture and auto-response: missed-call-to-text-back, after-hours acknowledgement, and a booking link that goes out in seconds rather than hours. Every inbound call, form, and message routed and logged.
Responding to an inbound inquiry is not solicitation, so this sits fully inside the rules. It captures and schedules. It never gives legal advice.
★ Immigration leads arrive by phone and WhatsApp, in Spanish, in sudden floods
The problem: If the campaign runs in Spanish, someone has to answer in Spanish or the budget burns. Immigration leads call rather than fill in forms, they message on WhatsApp, and one viral post can mean 400 calls in a weekend. Form-only tracking under-counts the real flow, so the ad platform optimizes toward the wrong signal.
What we build: Bilingual capture across phone, WhatsApp, and web form, with in-language acknowledgement and routing, plus call-lead tracking so you can see which campaigns actually produce signed clients.
Capture and qualify only. It collects and schedules, and never gives immigration advice or assesses eligibility. Full attorney oversight, full transparency.
The website gets traffic but never produces a client
The problem: Most firms have a website and only about a third have ever gained a client from it. Traffic lands and leaves: no clear next step, weak trust signals, and forms that fail on a phone.
What we build: A conversion-focused landing layer with one obvious call to action, real proof, mobile-first forms, and a booking path that works on the device the client is actually holding.
Marketing operations only. Claims stay defensible and attributed, and nothing on the page offers legal advice.
Ad money burns on tire-kickers, price-shoppers, and out-of-area clicks
The problem: High cost per lead, low lead-to-case, and no way to separate the good spend from the waste. The people searching for a do-it-yourself filing were never going to hire you.
What we build: Lead qualification and screening at intake, plus spend-audit tooling that filters unqualified inquiries before they eat your calendar.
Screening happens on matter type and readiness only, never on anything discriminatory.
★ Hot leads go cold because follow-up depends on memory
The problem: Between a third and a half of law firm leads are never followed up with at all, because follow-up depends on memory and free time and solo attorneys have neither to spare. Nationally only about 7% of inquiries become signed clients, and most of that leak is unworked follow-up.
What we build: An automatic multi-touch follow-up cadence, so the prospect who did not sign at the consult gets a structured sequence instead of silence.
Opted-in nurture only. It honors opt-out immediately and never becomes harassment.
Consultations no-show and waste your calendar
The problem: Roughly a quarter of scheduled consultations end in a no-show. That is a booked hour you cannot bill and cannot refill at short notice.
What we build: A reminder sequence, with an optional paid-consult step, of the kind that reliably takes no-shows from about 25% down to around 5%.
Scheduling logistics only. Reminders confirm a time and place, nothing more.
The prospect says yes in the room, then never signs the retainer
The problem: There is a three to seven day window where deals quietly fall apart, between the yes at the consult and a signed engagement letter that never arrives.
What we build: Retainer-first onboarding, with e-signature and payment collected while intent is hot, so a yes becomes signed the same day.
Logistics only. The engagement terms and the legal relationship stay entirely yours.
You give away expertise for free and never learn why they did not hire you
The problem: You spend the consult being genuinely useful, then ask for money afterward, and when the answer is no you are left guessing. Was it price? Timing? Someone faster?
What we build: Lead qualification before the consult, plus a lightweight lost-reason capture afterward, so you stop guessing and start seeing the pattern.
Operational data collection about your own pipeline. No client confidences involved.
★ Clients call constantly asking whether there is any update on their case
The problem: One of the biggest daily drains is answering the same question over and over. It is hours of unbillable reassurance, and the client still feels ignored between updates.
What we build: A proactive status-update system with milestone and scheduled touchpoints, so the client knows where their matter stands before they have to pick up the phone.
We automate the logistics, sending where the matter sits in the process from attorney-approved templates. It never generates legal assessments or promises timelines. Pulling a case status is factual; interpreting it for the client is legal work, and that stays with you.
Poor communication is the leading source of bar grievances
The problem: Failure to return calls is the most common complaint clients make about lawyers. This is not an annoyance, it is a license risk, and it usually happens to attorneys who are busy rather than careless.
What we build: A client-communication system that guarantees a touch on a schedule, so no client falls through the cracks during a slow stretch of a matter.
This directly protects your standing. Proactive updates are exactly what prevents grievances, and every message comes from templates you approved.
★ The quiet fear of a missed deadline
The problem: Missed deadlines drive 24.6% of malpractice claims, and 31% for solos. They are among the most preventable errors in practice, yet plenty of solo attorneys are running a calendar that is closer to a hostage situation.
What we build: A deadline safety net: deadlines surfaced, reminders sent, matter-stage triggers, and status visible at a glance.
Human-in-the-loop by design. We surface and remind; the attorney confirms. We never compute deadlines and never auto-file. That judgment stays yours.
Chasing clients for documents they never send
The problem: You spend billable time chasing forms and shepherding documents through email. In immigration it runs on a clock, because the response deadline does not move while you wait.
What we build: Automated document collection: requests, escalating reminders, and a simple client upload path, so the paperwork arrives without you nagging.
Collection and reminder logistics only. Reviewing what arrives, and deciding what it means, stays with you.
Matters slip because there is no single system
The problem: Balls get dropped when everything lives in your head and across five disconnected tools. Nothing is technically lost, but nothing is reliably visible either.
What we build: A matter and workflow layer that keeps every open case visible and moving, built on the tools you already run.
Operational visibility only. It tracks where work sits; it does not make substantive decisions about it.
How do I get Google reviews without breaking bar or Google rules?
The problem: Paying for reviews is simultaneously a Google policy violation, a potential bar violation, and an FTC problem. Meanwhile most happy clients simply never get asked, so the honest path stays untravelled.
What we build: A compliant review-request flow: timed, easy, and a plain ask to past clients. No incentives, no gating, no ghost-writing.
Requests only, after the matter, and open-ended. This is the safe path, and we teach it rather than route around it.
A fake or retaliatory one-star review that Google will not remove
The problem: A one-star review appears under a name you have never had contact with, often right after a heated matter, and the platform declines to take it down.
What we build: A compliant response workflow, plus a steady review-velocity system that dilutes one bad review under many genuine ones.
We never promise takedowns, and a response never discloses anything about the representation. Empathy and process, not a guarantee.
★ Is this automation even allowed?
The problem: After the sanctions headlines, attorneys are reasonably wary of AI and unsure which automations cross an ethics line. The honest answer depends on what the automation actually does.
What we build: We advertise what we refuse to build, and we split the work into two tracks: operational automation that never touches legal work, and AI-assisted drafting that may help produce a draft you review.
Assisted draft, always reviewed. On the drafting track nothing auto-sends, nothing invents facts, and every output carries a visible review-before-use line. You get the leverage; you keep the judgment.
★ A third of your day is non-billable admin
The problem: Lawyers lose roughly 30% of their time to non-billable administrative work. The person who argues a motion at ten in the morning is chasing an overdue invoice by two in the afternoon.
What we build: The umbrella engagement: we automate the operational load across capture, reminders, updates, collection, and reporting, so your hours go back to practicing law.
Every piece of it is business operations. We never touch your legal work.
Your tools do not talk to each other
The problem: The integration between your systems is clunky, so the same data gets re-keyed across silos and time disappears into double entry.
What we build: Integration and glue between the systems you already run, and a clean migration if you have genuinely outgrown one. We build on the best-fitting platform rather than a fixed stack.
Data plumbing between your own systems. Client confidentiality obligations are designed into how the data moves.
Billing and collections are slow and clunky
The problem: Invoices confuse clients, payments lag, and following up on money feels like the least lawyerly part of the week.
What we build: Automated billing and payment reminders with a clear collections ladder, so the follow-up happens without you having to be the one asking.
For trust and IOLTA we automate the reminders, the reconciliation prompts, and the hand-off to your bookkeeper. The trust-accounting responsibility stays with you and your accountant. We never position it as trust accounting done for you.
What we build toward
We agree one measurable metric with you before the build starts, baseline it, and write it into the SOW.
Every inquiry answered, none lost to voicemail
Nationally, only about 7% of inquiries become signed clients.
Target: every inbound call, form, and message captured and acknowledged within minutes, so the marketing spend that made the phone ring stops leaking to whoever answered first.
Consult no-shows cut by roughly four fifths
About 25% of consults no-show. Structured reminders take that to around 5%.
Target: a reminder and follow-up sequence that turns booked consults into attended consults, and attended consults into signed retainers the same day.
Every deadline surfaced before it is a claim
Missed deadlines drive 24.6% of malpractice claims, and 31% for solos.
Target: every deadline visible with reminders ahead of it, and clients updated on a schedule. We surface and remind. Your judgment confirms.
Target outcomes — representative of what we build toward, not individual client results. Each engagement sets its own measurable metric in the SOW.
Common questions
A Quick-Win Build is one system, a flat price, and about two weeks, with no Deep Assessment required. The full Build is one or two connected systems scoped from an Assessment, 4 to 8 weeks, with the 60-day SOW-metric guarantee. Many firms start with one Quick-Win Build and move to a full Build within 90 days, once it surfaces the next gap (CRM nurture, engagement-letter assembly, multi-practice routing) that needs a bigger scope.
Yes, in almost every case. The Deep Assessment is where we baseline your current numbers, pick the success metric, and scope the SOW. Without it, we can’t write a Build guarantee we’d stand behind. The $750 fee credits 100% toward a Build if you move forward within 60 days. (A Quick-Win Build is the one exception. It is scoped narrowly enough that one call is enough.)
During the Deep Assessment we pick one success metric with you. Usually hours returned per week (measured from your timekeeping software) or lead response time (measured from intake timestamps). We baseline it, write it into the SOW, and build to hit it. If your build is live for 60 days and hasn’t hit the number, we keep working for free until it does. Or we refund your project fee minus documented third-party costs (software licenses, API usage). You keep everything we built. We review the numbers together at day 30 and day 60.
Clio, MyCase, PracticePanther, Filevine, and most major legal practice management platforms. For automation we use n8n (self-hosted, privacy-first) and Make. We build custom integrations when the off-the-shelf ones don’t fit. We’re tool-agnostic.
Every recommendation we make is reviewed against ABA Opinion 512 and your state bar’s published guidance. That review is part of the Deep Assessment deliverable. Our compliance review covers the major bar jurisdictions (New York, Florida, Texas, California, and Illinois) and we work to your state bar’s published AI guidance wherever you practice. We do not use tools or patterns that put your confidentiality obligations at risk.
Start with the free Practice Operations Assessment. Five minutes, online, tells you which workflows are consuming the most of your time and which tier fits. Or book a free 15-minute call and we’ll talk it through.
Where it fits the job honestly, yes. Intake triage, follow-up drafting, and dormant-client surfacing often use AI components. Where simpler automation does the job better, we use that instead. Every AI component is reviewed against ABA Opinion 512 and your bar’s guidance before it goes live. We don’t use AI where it creates more review work than it saves.
Yes. We have CLE-ready topics covering operations, automation, tool evaluation, and ABA Opinion 512. Sessions are tailored to your audience. See our Speaking page for topics and booking.
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