For Small & Mid-Size Law Firms

Two problems firms bring us. Both are measured in hours or in consultations.

One is on the outside of the firm: qualified inquiries that used to arrive are not arriving, because the rules of legal search changed. The other is on the inside: attorneys spending half the day re-typing the same client facts into documents that barely differ. Different problems, same approach — diagnose it for a fixed fee first, show you the number, and let you decide.

Request a Consultation Which one is mine?
The two engagements

Pick the one that is actually costing you money

Each is a separate engagement with its own audit, its own deliverables and its own fee. Firms usually start with one.

01

AI Search and Lead Recovery

Organic leads are declining because AI-generated answers, shifting local visibility and weak intake are pulling inquiries away before they ever reach your site. We diagnose why, then build a prioritized, attorney-controlled plan to get qualified consultations back.

Starts with: a fixed-fee audit that identifies why leads declined and what to fix first.

See the program →

02

Legal Document Automation

Attorneys report spending 40–50% of the day on documentation and drafting. We audit your highest-volume, most time-consuming forms — closing packages, trust and estate document sets, retainer agreements — and turn them into attorney-reviewed templates that cut drafting time substantially.

Starts with: a fixed-fee forms audit that names the documents with the biggest payback.

See what's included →

Which one is mine

A short way to tell them apart

If this is what you noticeStart here
The phone rings less than it did two years ago, and you cannot say whyAI Search and Lead Recovery
You show up in a Google search but not in an AI answerAI Search and Lead Recovery
Inquiries arrive but the wrong kind, or they go cold before anyone calls backAI Search and Lead Recovery
The same client facts get typed into six documents in one matterLegal Document Automation
One drafting bottleneck jams the whole closing calendarLegal Document Automation
Your work is good but your billable hours go to assembly, not judgementLegal Document Automation

If the honest answer is both, say so on the call. We will tell you which one pays back first for a firm your size rather than selling you two engagements at once.

How we work with firms

Attorney-controlled, not AI-run

This is a business-improvement engagement, not legal advice or automated legal content. The same boundaries apply to both services.

Attorneys keep final authority

AI supports research, drafting and analysis. Attorneys retain final authority over accuracy and claims, and every substantive page or template keeps a named reviewer and a last-reviewed date.

Client information stays out of unapproved tools

Client and prospective-client information is never placed into AI tools your firm has not approved. Where a firm uses chat or automated intake, we review it against a strict boundary — routing and scheduling, not advice.

No promises nobody can keep

We do not promise rankings, lead volume or revenue outcomes that no vendor controls. Recommendations are checked against the advertising and professional-responsibility rules of the states you actually practise in, and raised as observations for your attorney's review.

Next step

Twenty minutes, and a straight answer about fit

Bring the problem you actually notice. You will get a straight answer about which engagement fits, what it would cost, and whether it is worth doing at all — including if the answer is no.

Request a Consultation