Law firms, accountants, insurance, real estate
More qualified clients for your firm.
People hire the lawyer, accountant or agent they trust, and often the first one who calls back. We help you look credible, reply fast and screen inquiries before they reach you.
Lead intake workflow
● RunningNew inquiry
Web form, call, email or chat
AI qualifies
Service, area, urgency, budget
CRM updated
Contact, source and notes saved
Follow-up starts
Text and email within minutes
Human check
Pricing and exceptions to you
Booked
Appointment request on calendar
The problem
Where law firms and professional services lose customers.
These are the gaps we see most often in your industry, and the ones we fix first.
Slow first replies lose clients
Prospective clients often contact several firms at once. The first useful reply usually gets the consultation.
Inquiries aren't screened
Your team spends time on calls that were never a fit for your practice areas.
One page can't rank for everything
A general services page rarely ranks for "estate planning attorney" or "small business CPA" in your city.
Our services
How each service helps law firms and professional services.
Every service, in the order it usually matters for your kind of business. Most clients start with the first three.
- Where we usually startAI Automation & WorkflowsIntake that asks the right screening questions for each practice area, logs every inquiry and sends qualified ones to the right person with a consultation link.Explore AI Automation & Workflows
- Where we usually startLocal Growth SystemMissed calls and after-hours inquiries get a fast, careful reply that requests a consultation without giving advice.Explore Local Growth System
- Where we usually startWebsites for Local BusinessesA credible, fast site with a page for each practice area or service, team bios and a clear way to request a consultation.Explore Websites for Local Businesses
- Local SEO & AI Search VisibilityPractice-area rankings in your city, and visibility in the AI assistants people now ask for recommendations.Explore Local SEO & AI Search Visibility
- Reviews & ReputationReview requests at the right moment, and replies that never confirm client details or discuss a matter. Sensitive replies come to you first.Explore Reviews & Reputation
- Google Business Profile ManagementAccurate categories for each practice area, office details, posts and answered questions, so your profile makes a credible first impression.Explore Google Business Profile Management
- Ads Management & OptimizationSearch campaigns and Local Services Ads where your field is eligible, with copy you approve against your profession's advertising rules.Explore Ads Management & Optimization
FAQ
Questions, answered.
Will the AI give legal or financial advice?
No. It handles scheduling, screening questions and general information about your firm. Anything that touches advice goes to a person.
How do you handle advertising rules for our profession?
You approve all ad and website copy before it goes live. We avoid claims about outcomes and follow the rules your profession and the ad platforms set.
Can intake connect to our case or client management system?
Where your system allows it, yes. Otherwise qualified inquiries come to you by email with everything collected.
Other industries we serve
Free growth audit
Find out what's costing you customers.
Get a free growth audit. We'll review your Google profile, website, reviews, ads and follow-up, then show you the three changes that would bring in the most booked work.
- A clear look at where leads are slipping away
- Your Google profile and reviews vs. top local competitors
- A short, prioritized plan you can use with or without us