A system that works while you practice law

Here's how we build Client Experience Systems that let you serve more clients without working more hours.

You're doing work your system should handle

Every flat-fee client costs you time:

The same orientation call you've given a hundred times. Questions you've answered so often you could recite them in your sleep. Clients who show up unprepared because they forgot what you told them. Follow-ups and check-ins that keep you tied to your inbox.

None of this requires your law degree. But right now, it all requires you.

That's why your calendar is full but your capacity feels maxed out. You've built something valuable — now it's time to build the system that lets it scale.

What a Client Experience System actually does

We build the infrastructure that handles everything between "new client" and "ready to work with you" — personalized to your practice, your voice, and your process.

Personalized Video Onboarding

Your expertise, delivered on autopilot. We produce a video series that walks new clients through your process, answers common questions, and sets expectations — so they arrive educated and prepared.

What it replaces: The 45-minute orientation call you give every client.

Automated Intake Flow

Smart qualification, scheduling, and questionnaires that run without you. Clients complete what's needed before they ever sit down with you.

What it replaces: Back-and-forth emails, incomplete paperwork, no-shows.

Client Resource Portal

A private hub where clients access documents, FAQs, checklists, and guidance. One link answers most questions before they're asked.

What it replaces: 'Can you resend that?' emails and repeated explanations.

Email Nurture Sequences

Automated follow-up that sounds like you. Check-ins, reminders, and next steps — sent at the right time, without you writing a single email.

What it replaces: Manual follow-ups and things falling through the cracks.

Website Integration

Your website becomes part of the system — not just a brochure, but a tool that moves clients through the journey.

What it replaces: A site that looks nice but doesn't do anything.

CRM & Automation Infrastructure

The backend that connects everything. Triggers, workflows, and tracking so the system runs reliably and you can see what's happening.

What it replaces: 'Scattered tools, manual processes, and 'I forgot to follow up.'

How we work together

1

Discovery

Weeks 1-2

We learn your practice inside and out.

  • How you onboard clients today
  • Where time gets lost
  • What clients need to know before working with you
  • Your voice, your values, your way of doing things

Deliverable: A system blueprint showing exactly what we'll build.

2

Build

Weeks 3-8

We build the entire system.

  • Script and produce your video content
  • Build intake flows and automation
  • Create your client portal
  • Write email sequences in your voice
  • Integrate everything with your website and tools

You review, we refine. No surprises.

3

Optimize

Weeks 9-12

We launch and dial it in.

  • Real clients go through the system
  • We track what's working and what needs adjustment
  • Refinements based on actual data
  • Training so your team can manage it going forward

Outcome: A system that runs, documented and handed off.

Results from real practices

Estate Planning — Oregon

The situation

5-8 hours per week spent on client onboarding. Same questions, same process, clients still showing up unprepared.

The system

Personalized video education, automated intake, client resource portal.

The result

$100,000+ recaptured in year one

Clients arrive prepared. The attorney focuses only on the work that matters.

Is this right for your practice?

This is a good fit if:

  • You run a flat-fee or fixed-price practice
  • You're at or near capacity
  • You're spending significant time on repeatable client processes
  • You want to grow without hiring or burning out
  • You value systems and efficiency

This might not be the right fit if:

  • You bill hourly for everything (the ROI math is different)
  • You're brand new and still figuring out your process
  • You're looking for a quick marketing fix, not infrastructure

Investment

$18,000 – $25,000

depending on scope and complexity

Most systems are built and launched within 8-12 weeks.

Let's see if it makes sense

Schedule a 30-minute call. We'll talk through your current process, where time is getting lost, and whether a Client Experience System would move the needle for your practice.

No pressure, no pitch deck. Just a conversation.

Not ready to talk? See your numbers first.

Use our Practice Efficiency Calculator to see how much your current onboarding is costing you.