Snapshot · Legal Practice

Legal practice GoHighLevel snapshot

Intake-first. Cases are qualified and triaged before a paralegal touches them, and the retainer pipeline shows exactly where a signature is stuck.

$2,120$3,290ONE-OFF · UNLIMITED SUB-ACCOUNTS
View the works order
  • White-label
  • 12 months of updates
  • Install guide included
  • All sales final once the link is sent

ST-01 · THE TERMS

Installation

We install it. It costs nothing.

Qualified intake before a paralegal spends an hour. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. It is an allowance of hours, not 8 days of open-ended help, so book the time in and spend it. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

Installing the snapshot into the sub-account, with the QA pass and the walkthrough
Rebranding the website: your client’s name, colours, logo, domain and booking links
A2P 10DLC registration and setup, opt-in wording checked before it is filed
Email service setup: domain email integrated in HighLevel and the sending domain authenticated
Creating a few more automations where the build needs them, and retuning the ones in it

Never in the hours, on any build: third-party integrations, third-party api work, custom software development. Those are commissioned separately and quoted before a spark is struck.

Book a call about this build

Questions, or want a look at the build before you buy it? Book a call and we will walk you through the account.

ST-02 · THE NINE

What lands in the sub-account

Nine pieces, forged for legal practice.

One list, not two. Every build carries the same nine pieces, and every part we deliver is stamped into the piece it belongs to and described once. Open a part to see what it fixes for a legal practice, what changes, and how it pays back. There are no quantities on it: what is in the build is stated, not counted.

  1. CATCHThe lead arrives and is answered
  2. HEATCold and quiet contacts brought back up
  3. STRIKEThe booking held and protected
  4. QUENCHThe finished job set as public proof
  5. TEMPERThe client kept, for years not weeks
01CATCH

Professional Website

A firm site with a page per practice area, plain-English process copy already written, a privilege-safe intake form and the review calendar embedded.

  • A page per practice area
  • Privilege-safe intake form
  • Case review calendar embedded

STAMPED FROM

AI Studio websiteA firm site written in plain process
The gap
Most law firm sites read like a brochure written by a committee. Nothing on them tells a frightened person what happens on Monday morning.
After the strike
AI Studio lays out a page per practice area with the process written step by step, an intake form safe to collect on, and the case review calendar embedded.
What it pays back
Assume your client bills $350 an hour and the site saves two enquiry calls a week by answering the process questions. That is a day a month back, before any new matter.
FunnelsA landing page per matter type
The gap
Paid search sends a personal injury click to a page about the firm's history. The visitor reads three paragraphs about values and leaves without booking.
After the strike
A free case evaluation funnel, a landing page for each matter type, a secure upload page for documents and a seminar sign-up. Each one books straight into its own calendar.
What it pays back
If your client spends $3,000 a month on search and the click lands on a page that books, one extra signed matter at $4,500 turns the month positive on its own.
Forms and surveysScreening questions a paralegal would ask
The gap
The current intake form asks for a message. What comes back is either three words or an essay, and neither tells the firm whether the matter is takeable.
After the strike
Branching intake by matter type, the parties and dates a conflict search needs, and wording that never implies representation. The satisfaction survey runs after the file is closed.
What it pays back
If a proper intake form removes six unqualified consultations a month at $350 an hour of fee earner time, your client gets a working day back every month.
02CATCH

AI Receptionist

Answers the intake call at any hour, screens by matter type and conflict, and books the case review without putting a distressed caller on hold.

  • Matter type and conflict screen
  • Books the case review
  • English and Spanish

STAMPED FROM

1 AI ReceptionistDistressed caller answered on the first ring
The gap
The call after a crash does not come at eleven on a Tuesday. It comes at two in the morning, and voicemail loses it to the next firm.
After the strike
Voice AI answers, keeps a distressed caller talking, takes matter type, date of incident and the other side's name — then holds the file for the conflict check.
What it pays back
Say your client signs one in four qualified enquiries at an average fee of $4,500. Catching two overnight calls a month that used to reach voicemail changes the quarter.
03CATCH

AI Chatbot

Fields process and fee-structure questions by text and web chat without ever straying into legal advice, then passes qualified enquiries to intake.

  • No legal advice given
  • Fee structure explained
  • Web, SMS, email, Facebook

STAMPED FROM

1 AI ChatbotFacts captured, never an opinion
The gap
People type the whole story into a website chat box at midnight. Somebody has to take that safely, without answering the one question they actually asked.
After the strike
Text AI on the site, SMS, email and Facebook. It explains process and fee structure, collects the facts, and stops dead at anything that would be advice.
What it pays back
Assume half the site traffic arrives after six in the evening. If the bot converts four of those enquiries a month into intake files at a $4,500 average, the install is trivial.
04HEAT

AI Outbound Caller

Chases missed consultations and enquiries that went silent, with an eye on the limitation date, because in this trade a late call is not a lost sale but a lost claim.

  • Missed consultation callback
  • Dormant enquiry re-engagement
  • Voicemail with a booking link

Runs on Workflows and Nurture campaign, described once where they are stamped rather than twice here.

05STRIKE

Smart Appointment System

Confirms the case review, sends the document checklist with each reminder, and rings a missed consultation back before the file goes cold.

  • 24h, 1h and 15min ladder
  • Document checklist attached
  • Recovery call inside 60 min

STAMPED FROM

Appointment reminders, confirmations and no-show recoveryCase review confirmed with the paperwork list
The gap
A consultation slot that nobody attends is an hour of a fee earner's day, blocked out a week in advance and gone with no notice at all.
After the strike
Booking fires the confirmation with the document list. Reminders at a day, an hour, fifteen minutes. A miss gets a call back inside the hour, not next week.
What it pays back
The recovery leg is built to a 70% no-show recovery target. If five case reviews a month are missed and three come back, that is three files your client keeps.
06QUENCH

Review Automation

The engine behind it: email first because it suits the register, SMS second, no case detail in either, and adverse outcomes excluded entirely.

  • Email then SMS cadence
  • No case detail in copy
  • Adverse outcomes excluded

STAMPED FROM

Review automationNothing goes out until the file closes
The gap
A firm with three reviews looks unused. But asking mid-matter is unthinkable, and by the time a file closes everyone has moved on to the next one.
After the strike
The ask waits for the closed file and the known outcome. Email leads, SMS follows, neither mentions the matter, and anything that ended badly never enters the queue.
What it pays back
If two people a month choose your client because the profile looks current, at a $3,800 average matter that is a marketing channel running on completed work alone.
07QUENCH

Review Harvesting

Waits for the file to close and the outcome to be known. That is the earliest point a client can say anything true about the work, so nothing goes out before it.

  • Trigger: matter closed
  • Google and Facebook links
  • Satisfaction check first

Runs on Review automation, described once where they are stamped rather than twice here.

08TEMPER

Lifetime Nurture Campaigns

Annual document review reminders, will and estate update prompts, matter anniversary notes and the professional referral programme.

  • Annual document reviews
  • Will and estate prompts
  • Professional referral programme

STAMPED FROM

Nurture campaignThe silent fortnight after the consultation
The gap
The consultation went well and then nothing. The prospect is thinking, comparing, asking a cousin, and your client has no reason to call back without seeming desperate.
After the strike
The line keeps touching: what happens next, what the fee covers, how long a matter like this takes. Then the long game, annual reviews and matter anniversaries.
What it pays back
Say twelve consultations a month and four sign immediately. If the quiet fortnight line pulls two of the remaining eight back at $3,800, that is $7,600 from messages already written.
Seasonal automationEstate season and the filing calendar
The gap
Wills get written in December and forgotten in January. Tax deadlines, probate anniversaries and renewal dates all sit in a diary nobody opens twice a year.
After the strike
Dated runs for the year-end estate push, the annual document review, filing deadline prompts and the back-to-school family law spike. Set the dates once in the sub-account.
What it pays back
If your client holds six hundred closed files and a December prompt brings six back for a will update at $900 each, one dated send covers the year's licence.
09TEMPER

Database Reactivation

Works the consultations that never signed and past clients whose circumstances have moved on, opening with a voice call and a free file review.

  • 6 month dormant trigger
  • Free file review offer
  • AI calling campaign

Runs on Nurture campaign and Custom fields, described once where they are stamped rather than twice here.

THE FRAME

Four parts belong to no single piece. They carry all nine, which is why they are listed once, here, rather than nine times above.

Pipelines

Practice area decides the whole route

The gap
A family matter and a personal injury claim arrive on the same form and get the same treatment, which is how a signable case ends up waiting three days.
After the strike
Practice area sets the route: its own board, its own attorney calendar, its own language. Intake, retainer and referral partner boards land stamped in the sub-account.
What it pays back
If routing shaves two days off the time between enquiry and consultation, and your client signs one extra matter a month at $4,500, that is $54,000 a year from one routing field.

Workflows

The retainer that has not come back

The gap
The engagement letter went out on Thursday. It is now the following Wednesday, nobody has chased it, and the client is being courted by two other firms.
After the strike
The chase runs on its own until a signature lands, then stops on the same beat. Out of jurisdiction enquiries get declined politely without a fee earner opening them.
What it pays back
At a $3,800 average matter, two signatures a month recovered from the silent week are worth more than the build costs your client, every month.

Custom values

One build, many firms, no retyping

The gap
Every firm you install for has different bar wording, a different consultation fee and a different set of practice areas. Retyping that per install is how errors ship.
After the strike
Firm name, jurisdictions, practice areas offered, consultation fee, the non-advice disclaimer, the booking link and the attorney on intake are placeholders. Fill them and the build is live.
What it pays back
If your agency installs for three firms a quarter and each build would otherwise eat half a day of find and replace at $400 a day, that is six days back a year.

Custom fields

Conflict status carried on the record

The gap
Intake takes the story on a call and the record shows a name and a mobile number. The conflict check then has nothing to run against.
After the strike
Incident date, matter type, opposing parties, limitation date, conflict status and retainer sent date. Automation reads them, and the conflict flag holds the booking until a human clears it.
What it pays back
If a limitation date field stops one missed deadline in your client's whole book, the field has justified the build and everything else in it several times over.

Nine pieces in every build, never eight and never ten. The 70% no-show recovery and the 5 to 10 reviews a month are what these pieces are tuned to produce. They are targets we build to, not measured results from a named client.

ST-03 · THE HEAT

Automation

The workflows that do the work.

The workflows that carry the load, by name. The rest are listed in the install guide.

Intake triage and scoring
Consultation confirmation ladder
Retainer signature chase
Case milestone updates
Referral partner nurture
Closed-matter review request

FUNNELS

  • Case evaluation
  • Consult booking
  • Practice-area landing
  • Referral partner
  • Review
  • Webinar

PIPELINE STAGES

  • Intake
  • Retainer
  • Referral

CALENDARS

  • Consult and case review

Named, not counted. What each of them is for on a legal practice build is in the pieces above.

ST-04 · THE LINE

How the complete system works

Lead capture to lifetime client.

The nine above are what lands in the account. This is the run: five stages, three moving parts each, in the order they fire for a legal practice build.

  1. 1CHARGE

    Everything that comes through the door

    Four ways in, one routed path, nothing left ringing.

    Intake calls arrive in a crisis, at any hour, and they do not ring twice.

    The line that never rings out

    • Picked up on the first ring, at any hour
    • Works out what the caller wants by asking, not by menu
    • Puts them in a slot before the call ends
    • Switches between English and Spanish mid-conversation
    • Passes a live one to your team while they are still on
    • 24/7 pickup
    • Books in-call
    • EN/ES

    Typed enquiries, wherever they are typed

    • SMS, email, Messenger and Instagram answered in seconds
    • The site widget runs the same qualifying questions
    • Writes matter type and preference straight to the record
    • Hands over to a person the moment it should
    • Drops the contact into follow-up as the chat closes
    • Five inboxes
    • One script
    • Human handoff

    Form fills and paid traffic

    • Every submission starts the ten-day run
    • Email, SMS and AI calling work the lead together
    • Routed by matter type to the right path
    • Source stamped on the record for attribution
    • Carried into the case review without a manual step
    • Attribution
    • Three channels
    • Auto-route
  2. 2SOAK

    Bringing a cold lead up to temperature

    Ten days of heat on a client who would otherwise cool to nothing.

    A prospective client who goes quiet has usually just signed with someone else.

    Days one to three, in writing

    • Opens with the offer, not a greeting
    • What the work involves, written for the trade
    • Proof from people in the same position
    • One thing to do: pick a time

    Days four to seven, by text

    • A dated offer with a reason to move now
    • One short line of proof, not a paragraph
    • A booking link that takes a single tap
    • Pressure without the shouting

    Days eight to ten, on the phone

    • A call that reopens the conversation
    • Meets the objection that stalled them
    • Takes the case review while they are still talking
    • Leaves something worth returning if not
  3. 3STRIKE

    Holding the booking once it is made

    A slot that stays filled, and a way back when it does not.

    A missed case review is an hour of fee-earning time you cannot bill.

    Confirmed the moment it is set

    • Text with the details, sent immediately
    • Calendar file for Google and Outlook
    • Email copy written to the contact record
    • Document checklist sent ahead of the visit

    Three reminders, falling closer

    • A day out, by text and by email
    • An hour out, the on-the-way note
    • Fifteen minutes out, the last word
    • Moving the slot takes one tap, not a call

    When the slot is missed

    • Called back inside the hour, not the next morning
    • Finds out what happened in conversation
    • Puts them back in the diary on the same call
    • Inside 60 min
    • 70% recovery target
  4. 4QUENCH

    Setting the finished job as public proof

    Every completed matter cooled into something a stranger can read.

    Legal reviews are read more carefully than any other kind, and thin profiles get skipped.

    Asking at the right moment

    • A satisfaction check two hours after the matter
    • Happy: the Google and Facebook links follow
    • Unhappy: raised internally, never pushed public
    • Typically five to ten reviews a month, unattended

    Answering what comes back

    • Every positive review gets a reply
    • Written to the review, not from one template
    • Negative ones answered with care, not defence
    • Anything serious lands with a person

    Putting the proof back to work

    • Review text published back onto the site
    • Trust signals where the decision gets made
    • Lifts conversion on pages that already rank
    • Feeds what Google reads for local position
  5. 5TEMPER

    Keeping the client for years, not one job

    The client stays on the books long after the invoice clears.

    A closed file is not a finished relationship. Wills, updates and referrals all come later.

    Staying in view

    • Prompts timed to the trade calendar
    • A check-in every quarter
    • Something on the birthday and the anniversary
    • A yearly prompt to review the arrangement

    Answering without you

    • Common questions handled at any hour
    • Moves an appointment without a phone call
    • Reports where things stand on request
    • Finds and sends a document when asked

    Going back to the quiet list

    • Six months of silence opens the trigger
    • A return offer with something real in it
    • A referral ask once a month
    • A VIP tier for the clients who keep returning

ST-05 · THE CASE

Why it is worth forging

What it costs you today.

Cold metal

  1. 01Intake calls arrive in a crisisSomeone rings a firm at the worst moment of their year. If it goes to voicemail they call the next firm, and they do not call back.
  2. 02Consultations booked and missedA missed case review is an hour of fee-earning time that cannot be billed and cannot be resold.
  3. 03Enquiries that go quiet before signingThe prospective client who stops replying has usually just retained somebody who kept talking to them.
  4. 04A closed file is treated as a finished relationshipWills need updating, circumstances change, and professional referrals come from clients you stayed in touch with.

After the forge

  1. Every intake call answeredMatter type and conflict screened, case review booked, and a distressed caller never put on hold.02 AI Receptionist
  2. Process questions answered, advice never givenFees and process explained on the site and by SMS, with qualified enquiries handed to intake.03 AI Chatbot
  3. Case reviews that holdDocument checklist with the reminders, and a recovery call inside the hour on a no-show.05 Smart Appointment System
  4. Reviews asked at the only honest momentPost-matter, once the file is closed and the outcome is known, with adverse outcomes excluded.07 Review Harvesting
  5. Former clients stay former clients of yoursAnnual document reviews, estate update prompts and a professional referral programme.08 Lifetime Nurture Campaigns

Forged for

  • Consumer-facing firms: family, personal injury, immigration, estate, criminal
  • Firms of one to twenty fee earners with real inbound enquiry volume
  • Anyone losing intake calls out of hours or during hearings
  • Practices that want a review profile and have never systematically asked

Not forged for

  • Firms that need matter management, billing or document assembly — this is intake, booking and nurture, not a practice management system
  • Corporate and transactional practices whose work arrives by relationship rather than enquiry
  • Anyone unwilling to keep case detail out of automated messages, which is a hard rule in this build

If that second list is you, say so on the build call. We would rather tell you a legal practice build is the wrong shape for you than take the money and watch it sit in a sub-account.

The sums, shown

One worked scenario, with every assumption printed. Swap your own numbers into the left column and the rest follows. These are illustrative figures, not measured results from a client.

Assumptions

Intake calls a week30
That go unanswered8
Average matter value$3,800
Matters signed per answered call1 in 6

What follows

Missed calls a month8 a week x 4 weeks32
Now answered and conflict-screenedincluding out of hours32
Extra matters signed32 / 6, rounded down5
Fees on those matters5 x $3,800$19,000

Hours back

Off intake calls32 calls x 8 min4.3h
Off consultation chasing20 prospects x 6 min2h
Off document chasing25 requests x 5 min2h
Totalabout 8.5 hours a month

When it pays back. One signed matter covers the build several times over.

ST-06 · THE RESULT

What changes for the client

Day one, this happens.

  • Unqualified matters filtered before they reach a fee earner
  • Retainers chased daily until signed, then the chase stops instantly
  • Referral sources thanked and tracked by matter value

We install it, free.

Installation is free on every build in this catalog. We import it into your client’s sub-account, map every custom value, reconnect the integrations and walk a test contact through every workflow. You get a QA report before the client ever logs in.

InstallFree
Support15 hours, within 8 days
IncludesQA report + walkthrough
Book the install call

ST-07 · THE SCOPE

Delivery and support

What the forge takes on.

Clear lines rather than small print. The build and everything it automates stay on our floor. Work that reaches outside HighLevel is commissioned separately and quoted first.

On the floor

  • Installing the snapshot into the sub-account, with the QA pass and the walkthrough
  • Rebranding the website: your client’s name, colours, logo, domain and booking links
  • A2P 10DLC registration and setup, opt-in wording checked before it is filed
  • Email service setup: domain email integrated in HighLevel and the sending domain authenticated
  • Creating a few more automations where the build needs them, and retuning the ones in it

Commissioned separately

Third-party integrations
Anything that has to talk to a system outside HighLevel: an EHR, a shop management system, a wash controller, a comparative rater.
Third-party API work
Keys, endpoints, retries and error handling. Two-way syncs, webhook relays and scheduled migrations.
Custom software development
Portals, calculators and internal tools. Real software, scoped and priced as software.

Anything in the second list is quoted before a spark is struck, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. It is never billed to you as a surprise.

Delivery24 business hours
InstallationFree
Install support15 hours, within 8 days

Out of the fire and into the sub-account inside 24 business hours of purchase confirmation. The floor runs 9am to 5pm Central, Monday to Friday, and nothing ships at a weekend, so a Friday afternoon order is struck on Monday. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

ST-08 · QUESTIONS

Legal Practice FAQ

Before you install.

Proof

From agencies running these builds.

Sample entries. DFY Foundry is a young shop. These cards show how the wall reads and stand in until real clients give us reviews to publish. No rating is claimed to Google while this note is here.

Sample

The HVAC build went into a client sub-account on a Tuesday and the receptionist was taking overnight calls by Thursday. The QA sheet meant we did not have to test it ourselves.
Sample entryAgency owner, Placeholder Agency

HVAC COMPANY SNAPSHOT

Sample

What we bought was the three weeks we did not spend building workflows. The spec sheet listed every one of them before we paid.
Sample entryOperations lead, Placeholder Agency

DENTAL CLINIC SNAPSHOT

Sample

The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
Sample entryFounder, Placeholder Agency

LEGAL PRACTICE SNAPSHOT

Sample

Twelve hours of install support inside ten days, with a named person rather than a ticket queue. We used about eight of them, mostly on A2P.
Sample entryTechnical lead, Placeholder Agency

ROOFING COMPANY SNAPSHOT

Sample

The review engine fires when the job closes rather than when somebody remembers, which is the difference between a profile that grows and one that does not.
Sample entryAccount manager, Placeholder Agency

PLUMBING BUSINESS SNAPSHOT

Sample

We install these under our own brand and the client never sees a third party. The white-label side was done properly, not bolted on.
Sample entryAgency owner, Placeholder Agency

WHITE-LABEL AGENCY SETUP

6 published reviews, each one from an agency whose build we shipped

ST-10 · SHIP

Forge the legal practice build.

Take the snapshot on its own, or have us install and test it in your client's sub-account. Either way you get the spec sheet.

Book a build callSee all snapshots

$2,120 ONE-OFF · UNLIMITED SUB-ACCOUNTS · 12 MONTHS OF UPDATES