Flat Pricing. One Metric. A Guarantee.
Every engagement starts from the ROI number.
We agree on the metric, we baseline it, we build to hit it. If we miss, we keep working for free or refund your project fee. That's the whole pitch. Five tiers below. Start where it fits.
Five ways we work together
Pick what fits your practice. You don't have to start with a workshop and work your way up. Most Builds follow a Deep Assessment. Everything else is independent.
CLE and Team Training
Workshops & CLE
$300 to $2,500
Fastest way to orient a bar association or your team. We keep it practical. Attendees leave with tools they can use the same afternoon and the compliance framework to use them honestly.
CLE-format content. We submit for CLE approval on request.
What’s included
- 90-minute CLE primer ($300 to $500/attendee) or half-day firm intensive ($1,500 to $2,500)
- Operations and automation landscape for solo and small firms
- Tools you can use the same afternoon
- ABA Opinion 512 walkthrough and what it means in practice
- Live demos on real solo and small firm workflows
- Slide decks and handouts for every attendee
Scoped Diagnostic
Deep Efficiency Assessment
$1,500 to $2,500 · 1 to 2 weeks
A working session, not a sales call. We audit your workflows, tools, and where the hours are going. You leave with a written roadmap, a prioritized list, and the ROI number we’d target in a Build. Credits 100% toward a Build if you move forward within 60 days.
Not ready? Take the free assessment first
What you get
- Workflow audit across intake, communications, case management, and document flows
- Baselined ROI target for the workflows we’d prioritize
- One-on-one strategy session with our team
- Written roadmap. What to build first, what tools fit, what to avoid
- Compliance review covering ABA Opinion 512 and your state bar’s guidance
- Tool evaluations for Clio, MyCase, PracticePanther, and your current stack
- Fee credits 100% toward a Build engagement within 60 days
Fastest way to see the work
Intake Sprint
$4,500 flat · 10 business days
One workflow. Ten business days. For solos who know the problem is intake and want to see automation work before committing to a full Build. No Deep Assessment required. We scope in a single call.
Your first booked consult from the new workflow within 30 days of go-live, or we keep building until you get one. No extra charge.
Sprint fee does not credit toward Build, but most Sprint clients move to Build within 90 days. The Sprint is often where the Build SOW gets written.
What’s included
- Web intake form tuned to your practice area (or the one you already use)
- 60-second branded auto-response to every new lead
- Conflict-check trigger into your PM (Clio, MyCase, PracticePanther, Smokeball, or off-platform)
- Consult booking link with practice-area routing (Calendly default; we work with whatever you use)
- CRM record with source and UTM tagging (Clio Grow, Lawmatics, HubSpot, Salesmate, or a Google Sheet)
- Slack or email alert to the attorney with a lead summary
- 3-step follow-up sequence if no booking in 48 hours
- Loom walkthrough and a 1-page runbook
- One revision round + 30-day fix-it window
Why intake?
Lawyers responding to leads within 5 minutes convert at 21x the rate of those who respond at 30 minutes. Industry average is 42 hours. Fix that one thing and you see the ROI in week two. Without AI touching a single filing.
Most Firms Start Here
Done-for-You Build
$8,000 to $25,000 · 4 to 8 weeks
Our engineers build the one or two workflows we scoped in the Deep Assessment. Intake pipelines, follow-up systems, document workflows, morning briefings, dormant-client surfacing. Built on your stack. Your team trained by our engineers. 30 days of post-launch support included.
We agree on one success metric before we start. Usually hours returned per week, or lead response time. If your build is live for 60 days and hasn’t hit the number in your SOW, we keep working for free until it does. Or we refund your project fee minus documented third-party costs. You keep everything we built.
Builds follow a Deep Assessment. That’s how we get the scope right and the metric honest.
Common builds
- Client intake pipelines with practice-area logic
- Follow-up sequences by matter type
- Morning briefing systems (priorities, follow-ups, deadlines)
- Document workflow automation
- Dormant-client surfacing to recover matters you’ve lost track of
- Integrations with Clio, MyCase, PracticePanther, Filevine, and email
- Team training from our engineers. 30-day post-launch support.
How we build
n8n (self-hosted, privacy-first), Make, LegalContext, and custom integrations. We’re tool-agnostic. Where AI fits the job honestly, we use it. Where it doesn’t, we don’t. Every recommendation is reviewed against ABA Opinion 512 and your state bar’s guidance.
Ongoing
Fractional Advisory
$2,500 to $6,000/mo · 3-month minimum
Four to ten hours a month with our team. Ongoing optimization, small builds as your practice evolves, monthly strategy sessions, priority support, and tool evaluations. A fractional CTO who knows your practice, without a full-time salary.
What’s included each month
- Ongoing optimization and monitoring of existing builds
- New small builds as your practice changes
- Monthly strategy session with your dedicated engineer
- Priority support. Response within 4 business hours.
- Tool evaluations and vendor recommendations
- Compliance monitoring as bar guidance evolves
Book a conversation. Not a sales pitch.
Pick the call that fits where you are. No obligation.
Book a 15-minute conversation
No sales pitch. A real conversation about where your hours are going and whether any of this fits your practice.
Open booking calendar →
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Common questions
The Sprint is one workflow, fixed price, ten business days, no Deep Assessment required. The Build is one or two workflows scoped from an Assessment, 4 to 8 weeks, with the 60-day SOW-metric guarantee. Most Sprint clients move to a Build within 90 days, often because the Sprint 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 $1,500 to $2,500 fee credits 100% toward a Build if you move forward within 60 days. (The Intake Sprint is the one exception. It’s 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. For New Hampshire attorneys we work to the NH Bar’s Special Committee on AI guidance. We do not use tools or patterns that put your confidentiality obligations at risk.
Start with the free Practice Efficiency Assessment. Five minutes, online, tells you which workflows are eating your week 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.
Not sure where to start?
Take the free Practice Efficiency Assessment. Five minutes. Tells you which workflows are eating your week. No sales pitch.