Best for growth-driven firms managing multiple locations or heavy advertising across Facebook, Instagram, YouTube, and LinkedIn.
Everything in CORE PACKAGE
Paid Ads Funnel Integration
• Connect your Meta, Google, or LinkedIn ads to your CRM
• Auto-capture leads with form or chatbot integration
• Ad attribution dashboard with daily ROI insights
Multi-Location & Multi-Staff Automation
• Role-based dashboards for each attorney or office
• Dynamic calendar routing
• Location-based intake rules
Smart E-Signature Workflow
• Clients receive, sign, and return retainers without delay
• Optional automation of engagement letter after intake form
AI-Powered Lead Nurture System
• Cold leads auto-followed with customized texts/emails
• Converts leads you would have lost into booked consults
Advanced AI Chatbot Suite (Optional)
• Deploy branded bots on website, Facebook Messenger, and Instagram
• Integrates into your pipeline in real-time
• Optional natural language AI upgrades (available on request)
Client Success Portal (Branded)
• Give leads and clients a personalized experience
• Track form status, appointment details, reviews, and more
Strategic Consulting + Funnel Updates
• Up to 2 hours/month of AI + automation consulting
• Quarterly audits and optimizations to maximize ROI
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