Automation for Legal & Accounting Firms
Capture intent, qualify 24/7, book consultations, draft proposals, and collect reviews-without hiring more staff. Approvals-first controls keep brand and compliance tight.
Core Engines (Week One)
We install these first so your calendar starts filling and admin noise drops immediately.
Instant Booking & Smart Routing
Prospects book consults into the right calendar with intake questions (matter type, urgency, service tier). Reduce back-and-forth and pre-qualify instantly.
Missed-Call Text-Back (Compliant)
If you miss a call, an immediate text offers a booking link or intake form. Keep it approvals-first until you’re comfortable.
Chat → SMS with Intake Checklist
Website chat hands off to SMS so prospects reply on the go. For Accounting: upload docs checklist. For Legal: conflict-free intake prompts.
Review Requests & GBP Posts
Automated, tasteful review follow-ups and weekly Google Business Profile posts that highlight practice areas without advice.
Automation Assistants (Approvals-First)
Automated Front Desk
Answers FAQs, qualifies, checks conflicts (basic prompts), and books consults 24/7 within guardrails.
Strategy Assistant
Turns discovery notes into a one-pager scope & fee outline so proposals land in the first call.
Content Assistant
Writes newsletters, nurture emails, and LinkedIn posts in your voice with an approvals queue.
SEO Assistant
Keeps your GBP, service pages, and local citations fresh and aligned to high-intent queries.
Payments & Engagement Links
Stripe-powered retainers, invoices, and paid consult links embedded in reminders and proposals.
Document Request Automations
Automated document checklists and polite nudges until files are uploaded to your system.
Recommended Stack
Toggle what you need. We’ll deep-link these picks into the Builder for a tailored quote.
Recent Outcomes
Discovery → Proposal in One Call
- +19 pts close rate in 60 days
- −9 hrs/wk admin (intake + chasing)
- +0.5 ★ avg review gain
Tax Season Without Panic
- +23% consult bookings
- −5 hrs/wk document chase
- +18% inquiries via GBP
Fewer No-Shows, Better Files
- −35% no-shows (reminders + deposits)
- +14% referrals (review loop)
- First retainers same-day
How it works (3 steps)
- Kickoff (30-45 min): goals, practice areas, compliance notes, calendars, Stripe.
- Install Core Engines: booking, missed-call text-back, chat→SMS, reviews/GBP, intake checklist.
- Layer Teammates: Front Desk → Strategy/Copy → SEO/Listings → Documents/Payments.
Approvals-first by default. You decide when to switch items to hands-off.
Compliance & Control
- Approvals-first modes for high-impact messages (fees, contracts, advice).
- Data minimization and least-privilege installs in your own GHL & Stripe.
- Optional disclosure that automated assistance is used.
Not legal advice. For HIPAA/regulated needs, see Contact us.
FAQ (Legal & Accounting)
Will the system ever give legal or tax advice?
No. We constrain language, add guardrails, and keep approvals-first for sensitive topics. The assistant routes to a human if unsure.
How do you protect confidentiality?
We minimize data, run in your systems, and restrict access. If you require specific archival or encryption vendors, we’ll configure to your policies.
Do I need to change my CRM?
No. We install in your GoHighLevel workspace and connect your calendars and Stripe. We’ll confirm any extra tools at kickoff.