Playbooks

Pick the bottleneck. We hand you the plan before the tool.

Each playbook is five steps, readable in five minutes, written for how law firms actually operate. The software comes fourth, never first.

Playbook 01: AI Video Marketing

AI Video for Law Firm Marketing

  • Referrals are the main channel, but they are slow and outside your control.
  • PPC and Local Services Ads get expensive fast, and the landing pages all look the same.

Works for consumer practices with visible, searchable problems: personal injury, family, criminal defense, immigration, estate planning.

Playbook 02: Intake Automation

Intake Automation

  • Leads call after hours and reach voicemail; most never call back.
  • Web form leads sit in an inbox until someone checks it.

Highest payback for personal injury, workers comp, criminal defense, and family law, where the first firm to answer usually wins the client.

Playbook 03: Document Automation

Document Automation

  • Engagement letters, demand packages, status updates, and petitions get rebuilt from old files each time.
  • Each redraft risks an error a court or client will catch.

Best fit for estate planning, immigration, family, bankruptcy, and PI firms with repeated document sets.