You built your practice on trust and results. Now you're the bottleneck.
We build automated client onboarding systems for flat-fee estate planning, family law, business formation, and immigration attorneys—so you can serve more clients without working more hours or losing the personal touch that built your reputation.
The math doesn't work
For flat-fee attorneys, every hour spent on onboarding, answering the same questions, and hand-holding is money out of your pocket.
Without a system
$0/hour
$3,500 package ÷ 8 hours
With a system
$0/hour
$3,500 package ÷ 4 hours
You don't need to work harder. You need a system.
What's your number?
Based on typical time savings. Attorneys using a system typically reclaim 40-50% of onboarding hours.
The Client Experience System
Personalized Video Onboarding
Clients get educated on your process without taking your time.
Automated Intake Flow
Qualification, scheduling, and questionnaires handled before you meet.
Client Resource Portal
FAQs, documents, and guidance in one place.
Email Nurture Sequences
Follow-up that sounds like you, runs without you.
Website Integration
A site that supports the full client journey.
CRM & Automation Infrastructure
The backend that makes it all run.
Designed for flat-fee practices
Estate planning. Family law. Business formation. Immigration.
If you offer fixed-fee packages and your calendar is the bottleneck, this is for you.
From intake to impact in 90 days
Discovery
We learn your practice, your process, and where time gets lost.
We interview your team, shadow your intake process, and map every client touchpoint to understand exactly where automation can help.
Build
We build your complete client experience system — videos, automation, portal, everything.
Custom video content, automated intake flows, client portal, email sequences — all built to match your voice and practice style.
Optimize
We launch, refine based on real data, and hand it off running.
We monitor client flow, gather feedback, and fine-tune every touchpoint until the system runs smoothly without you.
Gary
Estate Planning Attorney
Oregon
$143,400 recaptured in year one
Gary, an established Oregon estate planning attorney, was spending 5-8 hours per week handling onboarding — answering the same questions, walking through the same process, watching clients forget everything by the time they filled out their questionnaire.
We built a personalized onboarding experience with video education and automated resources.
“Clients arrive prepared, I show up only for the work that matters, and the practice recaptured over $143,000 in billable-equivalent time in the first year.”
Gary
Estate Planning Attorney • Oregon
Gary invested $22,000 in his Client Experience System.
First-year return: $143,400 in recaptured billable time.
Everything included:
- Personalized video content production
- Automated intake flow setup
- Client resource portal
- Email nurture sequences
- Website integration
- CRM & automation infrastructure
- Team training & handoff
Less than hiring a part-time admin. More than a generic CRM.