Start Here: Your Starter Kit Overview
Get a quick summary of what's inside and how to get the most out of each tool.
Start Kit Overview
This 2-minute guide gives you a high-level summary of all the PDFs below — with quick-use tips, what's inside each download, and how to prioritize them.
Recommended if this is your first time exploring Precision AI automations.
📥 What’s Inside
Access the same automation tools we use with law and accounting clients to streamline research, intake, and follow-up.
AI Lead Capture Blueprint
Automatically tag, log, and notify new leads from Google Ads and website forms.
Universal Research Bot Framework
Use FileMaker, n8n, ChatGPT, and Perplexity to generate AI-powered firm research on demand.
Automation Platform Scorecard
Compare platform strengths, weaknesses, and pricing based on real-world use cases.
Trigger Toolkit for Builders & Ops Teams
Discover the most effective trigger points to start automating lead capture, intake, and communication.
Ready to Build This Into Your Firm?
Book a free Discovery Session and we’ll map out how to apply these systems inside the tools you already use—like Clio, FileMaker, TaxDome, or HubSpot.
No pressure. No tech overload. Just a short conversation to explore what’s possible.