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
$437/hour
$3,500 package ÷ 8 hours
With a system
$875/hour
$3,500 package ÷ 4 hours
You don't need to work harder. You need a system.
Want to see your specific numbers?
Calculate your efficiency gapThe 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.
Built 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.
Build
We build your complete client experience system — videos, automation, portal, everything.
Optimize
We launch, refine based on real data, and hand it off running.
$100,000+ recaptured in year one
Michael, 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.
The result: clients arrive prepared, Michael shows up only for the work that matters, and the practice recaptured over $100,000 in billable-equivalent time in the first year.
Michael • Estate Planning Attorney • Oregon
Investment
Client Experience Systems start at $18,000–$25,000 depending on scope and complexity.
Most engagements include a discovery phase, system build, and 90-day optimization period.