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lue gradient background, with headline text ‘Your AI Starter Kit is Ready to Download’ and subtext highlighting benefits: streamline client intake, reduce no-shows, and optimize compliance without adding staff.

📥 What’s Inside the AI Starter Kit

Everyhing you need: the big-picture strategy + the step-by-step execution to automate with confidence.

Cover page of AI Starter Kit for Law & Accounting Firms – Overview, providing big-picture strategy, 3 core workflows, and pro tips for successful AI adoption.

AI Starter Kit - Overview (PDF)

  • Big-picture strategy for AI adoption in law & accounting firms

  • The 3 core workflows: intake & scheduling, missed call assistant, follow-up automation

  • Pro Tips to avoid common mistakes and start building momentum

    • Download Overview Guide (PDF)

    Big-picture strategy to get started quickly

    Cover page of AI Starter Kit for Law & Accounting Firms – Implementation Kit, featuring workflow templates, setup walkthroughs, and compliance checklist for automation.

    AI Starter Kit - Implementation Kit (PDF)

  • Workflow templates you can copy directly into your automation tool

  • Step-by-step setup walkthroughs for Retell, Cal.com, Airtable, Email/CRM

  • Compliance checklist and Quick Start roadmap to launch safely and confidently

    • Download Implementation Kit (PDF)

    Step-by-step templates & compliance roadmap

    Want help Implementing this?

    Book a free Discovery Session and we’ll show you how to cpature more leads without adding more staff - and recommend the best-fit automations for your workflow.

    🗓 Schedule a Call

    No pressure. No tech overload. Just a short conversation to explore what’s possible.