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Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

    All automations are included with your subscription. Browse our library to see what's available for your industry. View plans →

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    188 automations found

    Website Live Chat → Consultation

    AI-powered chat widget engages website visitors, qualifies legal needs, and funnels them into consultation bookings — co

    StandardSaves 3-5 hours/week

    AI-powered chat widget engages website visitors, qualifies legal needs, and funnels them into consultation bookings — converting browsers into clients.

    View details

    Professional Referral Network Nurture

    Nurture professional referral partners (attorneys, doctors, agents) with regular touchpoints and reciprocal value

    StandardSaves 3-5 hours/week

    Nurture professional referral partners (attorneys, doctors, agents) with regular touchpoints and reciprocal value.

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    Social Media DM → Lead Capture

    Auto-responds to Facebook, Instagram, Google Business DMs with AI qualification, funneling social inquiries into consult

    StandardSaves 3-5 hours/week

    Auto-responds to Facebook, Instagram, Google Business DMs with AI qualification, funneling social inquiries into consultation bookings.

    View details

    Referral Thank You + Tracking

    Automatically thank referrers when their referral converts, and track referral ROI

    StandardSaves 3-5 hours/week

    Automatically thank referrers when their referral converts, and track referral ROI.

    View details

    Google LSA / PPC Speed-to-Lead

    When a Google ad lead comes in, immediate multi-channel response maximizes contact rate within the critical first 60 sec

    StandardSaves 3-5 hours/week

    When a Google ad lead comes in, immediate multi-channel response maximizes contact rate within the critical first 60 seconds.

    View details

    Strategic Partnership Outreach

    Identify and nurture potential referral partners in complementary businesses through automated outreach

    StandardSaves 3-5 hours/week

    Identify and nurture potential referral partners in complementary businesses through automated outreach.

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    Referral Source Lead Intake

    Referral partner leads get white-glove treatment with priority scheduling and automated thank-you to the referral source

    StandardSaves 3-5 hours/week

    Referral partner leads get white-glove treatment with priority scheduling and automated thank-you to the referral source.

    View details

    Database Reactivation Campaign

    Wake up your entire dormant database with segmented, personalized AI reactivation

    ComplexSaves 15-25 hours/week

    Wake up your entire dormant database with segmented, personalized AI reactivation.

    View details

    Lost Deal Win-Back

    Re-engage prospects who chose a competitor or went cold

    StandardSaves 3-5 hours/week

    Re-engage prospects who chose a competitor or went cold. Timing and new value propositions can change minds.

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    AI Spam Call Detection & Blocking

    AI detects robocalls, telemarketers, and spam to prevent wasting attorney time

    StandardSaves 3-5 hours/week

    AI detects robocalls, telemarketers, and spam to prevent wasting attorney time. Auto-blocks repeat offenders.

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    Expired Listing/Lapsed Client Re-Engagement

    Target expired listings, lapsed cases, or old quotes with new outreach angles and updated pricing

    StandardSaves 3-5 hours/week

    Target expired listings, lapsed cases, or old quotes with new outreach angles and updated pricing.

    View details

    Consultation Booking → Prep Sequence

    After booking, automated sequence sends intake forms, document checklists, and prep instructions to maximize first meeti

    StandardSaves 3-5 hours/week

    After booking, automated sequence sends intake forms, document checklists, and prep instructions to maximize first meeting value.

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