Discover how we automate client intake, lead follow-up, and team notifications — all without hiring another employee.
This free toolkit is designed for law and accounting firms that want to plug the holes in their client intake process. Whether you’re missing after-hours calls or struggling to respond fast enough, the Missed Revenue Recovery Kit gives you the tools to identify lost revenue, streamline your follow-up, and start capturing more clients—automatically.
Downloadable snapshot or Airtable base of the automation
(Excel). Instantly estimate how much you're losing to missed calls.
Bonus walkthrough video
Step-by-step instructions to share with your team.Bonus walktrhough
Optional consultation invite
See how smart firms automate lead capture without adding staff.
Takes less than 30 seconds. No tech skills required.
Used by solo attorneys, boutique firms, and financial consultants optimizing operations without hiring more staff.
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