Legal Process Onboarding Series
Delivers a multi-step onboarding sequence to new clients explaining each stage of their specific case type — reducing check-in calls and improving client satisfaction.
What This Automation Does
How It Works
Retainer Signed
New client engagement confirmed — case type and assigned attorney logged
Welcome & Team Introduction
"Welcome to [Firm]. Meet your legal team: [attorney], [paralegal]. Here's how we communicate and what to expect."
Day 3: Your Case Process Explained
Case-type-specific overview: key phases, typical timelines, what triggers each stage
Day 7: How to Work With Us
Communication guidelines, portal instructions, what to provide, and what not to do
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
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Onboarding materials are educational only and must not be construed as legal advice specific to the client's matter.
SMS requires opt-in consent obtained at engagement signing.
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End-to-end intake automation that triggers on consultation completion: sends intake questionnaire, collects documents, generates and e-signs the engagement letter, processes the retainer payment, creates the case in your CMS, and notifies the assigned attorney and paralegal — all without manual intervention.