Law Firm AI and Automation Bundle
Starting at $2000
Starting at $2000
Starting at $2000
Our AI automation bundle is designed to streamline operations for law firms, making daily tasks more efficient. This suite of tools is ideal for legal practices of all sizes, providing smart solutions to manage scheduling, client communications, document drafting, billing, and case management.
With user-friendly AI features, law firms can reduce administrative burdens, enhance productivity, and improve client service. By automating repetitive processes, your team can save over 20 hours per week, allowing lawyers and staff to focus on case strategy and client advocacy.
Whether your firm specializes in corporate law, family law, personal injury, or any other practice area, this bundle will transform how you manage your workload and elevate your firm's operations.
Video Demo
What’ll You’ll Get
Set up, configuration, and testing of 16+ time saving automations
Custom built CRM with capacity of up to 100,000 clients
Full assistance on transfer of any existing data over to our CRM
2 hours of live training and recorded training video.
Benefits of the Industry Bundle
Fully Configurable
Every aspect of these automations including connections shown, connections not shown, email text, CRM fields, deliverables, incoming data, entire processes and more are completely customizable and configurable based on your company’s exact specifications to make sure this integrates smoothly into your current processes.
Scalable Options
With a versatile toolkit with over 6,000 + integrations and limitless possibilities, our bundle allows increased business scalability. Add other processes, change internal tools, train employees and maximize their time.
Simplified Layout
Built on a no-code, straightforward platform. Our simplified layout (reflecting popular spreadsheet-focused business management) allows for easy training, no complex processes, and easy lead and client management unlike similar client management and business tools.
Does the Heavy Lifting with AI
Common business bottlenecks specific to your industry are supercharged by our personalized AI prompts. Write emails, schedule meetings, create invoices, and more with the click of a button. Spend 10 minutes at your desk, do 2 hours of work.
What You’ll Need
An Email Account - We currently programmed the bundle to work with Gmail but it also works with Outlook, Yahoo Mail, ICloud and more.
Calendar - We set this up with Google Calendar but this works with any other calendar tool.
(Optional) Social Media Accounts - If you use Social Media accounts, you can connect them to the lead collection. Works with Facebook, Twitter, Linkedin and more.
(Optional) Website - We have Squarespace plugged in to the demo but we can set it up with any website builder including Wordpress, WiX, Webflow and more.
(Optional) Accounting Tool - Whether you use Quickbooks, Freshbooks or have a specialized accounting tool.
What to Know About Our Tool
In order to get the most out of our lead generation and management tool, you must have a Professional Zapier plan. In order to ensure we set this up correctly, we will walk you through the process to create your account. We do this in order to provide the 4 focal benefits that come with our industry ai and automation bundle.
