Attorney-CPA Cross-Referral Pipeline
Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce.
How It Works
1
Referral
CPA client needs legal OR attorney refers prospect
2
Direction
Outbound or Inbound
3
Outbound
CPA refers to attorney
4
Warm Intro
Three-way email introduction (with consent)
5
Inbound
Attorney refers to CPA
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.