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In the meantime, here’s what’s inside—and how to get started fast. Your Starter Kit includes everything you need to streamline client intake, reduce no-shows, and unlock hidden revenue using AI.
Workflow Templates
Pre-built frameworks to streamline intake, follow-up, and client communication.
Setup Walkthroughs
Step-by-step instructions to integrate tools like Cal.com, Airtable, and n8n.
Compliance Checklist
Ensure your automations meet professional and ethical standards.
Bonus: Discovery Call Option
Book a free call to explore AI-powered automation tailored to your law or accounting firm.
🗓 FREE DISCOVERY CALL
Book a no-pressure Discovery Session to map out how we can customize this exact system for your law or accounting firm—whether you're tracking marketing videos, lead magnets, or educational series.
We’ll review your channel goals and walk through the best way to apply this workflow in your content strategy.
🔒 Your time is protected. This is a free, no-pressure session — no sales pitch.
We’ll walk through your current intake process and recommend where AI can make the biggest impact.
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