Discover proven AI workflows to reclaim billable hours, reduce no-shows, and deliver a premium client experience
-- all while automating intake and never missing a lead
This free AI Starter Kit is designed to help law and accounting firms adopt automation with confidence. Inside, you’ll find two powerful tools to transform your intake process.
AI Starter Kit (PDF)
Overview + Implementation Kit with workflow templates, ROI insights, and compliance checklists.
AI Stack Framework (PDF)
Tool configurations, workflow diagrams, Slack & email notification recipes, and evaluation checklist.
Bonus Consultation Invite
Optional one-on-one call to help you tailor these automations to your firm.
Takes less than 30 seconds. No tech skills required.
Already helping law & accounting firms reclaim 90,000+ hours annually — and turning missed calls into revenue.
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