Done-for-you AI systems

Automate the work that
burns out your team

Chatbots that qualify leads at 2am. Intake forms that route straight to your CRM. Follow-up sequences that run on autopilot. You focus on closing deals — we build and maintain the machine.

No technical skills required 2–3 week delivery Monthly maintenance included

What gets automated

Lead submits form or chats
Round-the-clock intake — no staff needed
AI qualifies & routes
Score, tag, and assign based on your rules
Staff sees enriched lead
CRM populated, qualified, ready to close
Automated follow-up sequence
Email, SMS, or Twilio — sequence runs itself

You know you need AI.
You just can't do it yourself.

SMBs across law, healthcare, and services are leaving thousands on the table — not because they lack demand, but because their team is too thin to follow up, their CRM is a mess, and manual processes eat all the hours.

01

Leads go cold overnight

Every hour you don't follow up, conversion drops. A chatbot that responds at 11pm and qualifies the lead before your team even wakes up — that's the baseline we build from.

02

Staff is buried in manual entry

Copying intake form data into a CRM, retyping notes, chasing referrals. That time should go to clients. We automate the data entry so your team focuses on the work only humans can do.

03

Follow-up falls through the cracks

One "I'll call them Monday" turns into two weeks of silence. We build sequences — email, SMS, Twilio — that run automatically and stop only when the lead converts or opts out.

04

No tech team, no time, no clarity

You've looked at Zapier, played with ChatGPT, maybe even started a Make.com workflow. It breaks, you don't know why, and you give up. We own the build and the maintenance.

Three systems, one predictable cost

Each package is self-contained. Start with one and add more as you see results. Every setup includes a 2–3 week build, full onboarding, and ongoing maintenance.

Package 01

AI Intake & Lead Qualification

A chatbot that talks to your visitors, qualifies them, and routes the hot ones directly to your calendar or CRM.

$5,000 + $500/mo
Setup fee + monthly retainer
  • AI chatbot trained on your service offerings
  • 24/7 response to website visitors
  • Qualification scoring by your criteria
  • Hot leads routed to calendar / Slack / email
  • CRM enrichment (HubSpot, GoHighLevel, Pipedrive)
  • Automated follow-up for unconverted leads
Start with Package 01 →

Package 02

Document & Data Automation

Your intake forms talk to your case management system. Data flows automatically — no more manual re-entry, no more lost submissions.

$5,000 + $500/mo
Setup fee + monthly retainer
  • Custom intake forms that route by service type
  • Direct sync to CRM / case management (Clio, Lawmatics, Jane)
  • Contract review assist via OpenAI (draft, summarize, flag)
  • Document generation from CRM triggers
  • Automated client intake packet delivery
  • Data validation and error flagging in real-time
Start with Package 02 →

Package 03

Client Communication Automation

Review requests, appointment reminders, post-service follow-ups — all on autopilot so nothing slips through the cracks.

$5,000 + $500/mo
Setup fee + monthly retainer
  • Automated review request after service completion
  • Appointment reminders via email + SMS (Twilio)
  • Post-service follow-up sequence (3-touch default)
  • Two-way SMS for quick client questions
  • Auto-reply to common FAQ via chatbot
  • Missed appointment re-engagement workflow
Start with Package 03 →

From intake call to running on autopilot

01

Audit & Map

We interview your team, map your current intake flow, and identify the biggest time-wastes. You tell us what's broken — we document exactly what we'll fix.

Week 1
02

Build & Configure

We build the automation in Make.com or Zapier, configure the AI, set up the CRM integrations, and wire up the follow-up sequences. You review before we go live.

Weeks 1–2
03

Train Your Team

We walk your staff through the system, explain what changed, and make sure everyone knows how to interpret the data and handle escalated leads.

Week 2–3
04

Monitor & Maintain

Your $500/mo retainer covers ongoing monitoring, bug fixes, and small tweaks. If something breaks, we fix it. If you want to add a workflow, that's covered too.

Every month

Best-in-class tools. No lock-in.

We pick the right tool for each job. Nothing proprietary — you own your account, your data, and we can hand off anytime.

Make.com

Primary automation engine — no-code workflows that are maintainable by any agency

Zapier

Secondary integration layer for tools Make doesn't cover natively

🤖

OpenAI

GPT-4 for document review, lead scoring, and intelligent chatbot responses

📱

Twilio

SMS automation, two-way messaging, appointment reminders

🔗

CRMs

HubSpot, GoHighLevel, Pipedrive, Clio, Lawmatics, Jane — we work with what you have

Built for verticals with complex intake

Law Firms

Personal injury, family law, criminal defense. Lead qualification, intake routing, document collection, and follow-up sequences that keep cases warm.

Dental & Medical

General dentists, specialists, med spas, chiropractors. New patient intake, appointment reminders, treatment plan follow-up, and review requests.

Real Estate

Buyer and seller agent leads, listing inquiry automation, showing scheduling, and post-listing follow-up that keeps deals alive through the long cycle.

Home Services

HVAC, plumbing, roofing, contracting. Quote request automation, job scheduling, service follow-up, and review collection after job completion.

Before you decide

Most packages land in 2–3 weeks. The audit and mapping take a few days, then we build and configure while you review. We don't hand off until you've signed off — not until it's running correctly.
A 45-minute call to understand your intake flow. Then: access to your CRM (read-only during audit, read-write for build), any existing intake forms or processes you use, and a point of contact for follow-up questions. That's it — we handle the rest.
Your monthly retainer covers all monitoring and maintenance. If something breaks, you message us and we fix it — usually within the same business day. We track uptime and review logs proactively, not just when you report a problem.
Setup is month-to-month after the initial build. Most clients stay because it works — but there's no long-term lock-in. Cancel anytime with 30 days notice after your first 3 months.
Absolutely. Most clients start with Package 01 (Intake & Qualification) because that's where the biggest ROI is. Once that's running and you see the results, adding Package 02 or 03 takes days — we already know your stack.
Yes. We build in your Make.com and Zapier accounts (or create them for you). Everything is yours — we can hand off at any time and you keep the workflows. We don't use proprietary tooling to trap you.

Book your automation audit

No pitch deck. We map your intake flow, identify the biggest time-wastes, and tell you exactly which package makes sense — and which one can wait. 30 minutes, no obligation.

Tell us about your business

We reply within 1 business day.

No spam. No obligations. Reply within 1 business day.

You're booked.

Check your inbox — a confirmation is on its way. We'll follow up within 1 business day with next steps. In the meantime, review our packages to think about which fits best.