Insurance agency
Quote to bind, renewal retention and the bundle nobody asks for.
Professional services
The Law firm GoHighLevel snapshot kit
Case intake that qualifies before it books.
The expensive mistake in legal intake is a consultation with someone who was never a case. This kit qualifies by case type and jurisdiction before it offers a calendar slot, which keeps attorney time on matters that can actually be signed.
- Practice area pages already written
- Enquiry, conflict check, retainer, open matter
- Asked post-matter, sensitive files excluded
What lands in the account for law firms kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in law firms, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Practice area pages already written
Professional Website. A practice area page per matter type with the copy written, a compliant intake form and a consultation calendar that respects your availability.
- A page per practice area
- Compliant intake form
- Consultation calendar embedded
- Without it
- The firm's site was written by a marketing agency in 2019, says the partners are dedicated, and has no way to book anything on it.
- With it
- Pages per practice area arrive written in plain process language, the intake form is safe to collect on, and the consultation calendar is embedded rather than linked.
- How it pays
- At an average matter worth $4,000, a site that produces one extra signed file a quarter has covered the cost of the kit and the hosting behind it.
- BS-02ACCT
Funnels
Free case evaluation and practice area pages
- Without it
- Every practice area shares one contact page, so a family law enquiry and a road traffic claim arrive looking identical and get treated the same way.
- With it
- A case evaluation page, a page per practice area, a document upload page and a seminar registration page, each feeding the routing that decides everything downstream.
- How it pays
- If paid search sends fifty clicks a week to a page that books rather than a page that describes, and one in fifty signs, that is one file a week.
- BS-03ACCT
Forms and surveys
Intake that a conflict check can use
- Without it
- The intake sheet asks for a name and a phone number, which is not enough to run a conflict check or decide whether the matter is worth a consultation.
- With it
- The intake collects parties, dates and the facts a conflict check needs, and the run pauses there on purpose rather than booking an attorney against a conflicted matter.
- How it pays
- A single conflicted matter that reaches a consultation can cost a firm the file and the fee. If that happens once a year, the form has earned its place.
- BS-04SYS-01
1 AI Receptionist
Intake call screened before booking
AI Receptionist. Answers every enquiry call, runs the conflict and case-type questions in order, and books a consultation only for matters the firm actually takes.
- Case type qualified first
- Statute and conflict questions
- English and Spanish
- Without it
- Someone rings at seven in the evening about a crash last Tuesday. Voicemail takes it, and by nine the next morning they have instructed another firm.
- With it
- Every call is answered, the caller is asked the matter type, the other side's name and the date of the incident, and only then is a slot offered.
- How it pays
- If a firm takes two matters a month it would otherwise have missed to voicemail, and an average fee on a signed file is $3,000, the arithmetic is not close.
- BS-05SYS-02
1 AI Chatbot
Web enquiry screened, no advice given
AI Chatbot. Screens web enquiries against the same criteria, captures the facts a paralegal would ask for, and declines the ones outside practice areas politely.
- Screens against practice areas
- Captures the key facts
- Declines out-of-scope enquiries
- Without it
- The website chat is a form that emails reception. Someone asking whether they still have time to bring a claim gets an answer two days later.
- With it
- It gathers the dates, the parties and the documents a fee earner will ask for first, explains how fees work, and never comes near giving advice.
- How it pays
- Say a third of web enquiries arrive outside office hours. If the bot holds even one of those a week until intake opens, that is four enquiries a month still there on Monday.
- BS-06ACCT
Custom fields
Matter type, incident date, conflict status
- Without it
- Intake notes live in an email thread, so the fee earner opening the file has to ask the client the date of the accident all over again.
- With it
- Matter type, incident date, opposing party, referral source, conflict check status and the date a retainer went out are all captured, and the routing reads them to pick a calendar.
- How it pays
- If tracking referral source properly shows that one accountant sends three matters a year at $2,400 each, you know which relationship to take to lunch.
- BS-07ACCT
Custom values
Firm name, fee basis, jurisdictions covered
- Without it
- Add a practice area or change the consultation fee and the old wording survives in messages nobody opens until a client quotes the wrong fee back.
- With it
- Firm name, the practice areas taken, jurisdictions covered, consultation fee, the no advice disclaimer and the booking link are set once and read everywhere.
- How it pays
- If the disclaimer wording has to change after a bar update, changing it in one place instead of hunting every template saves an afternoon at $350 an hour.
- BS-08ACCT
Pipelines
Enquiry, conflict check, retainer, open matter
- Without it
- Nobody can say how many enquiries are sitting between a held consultation and a signed retainer, so the follow-up depends on whoever remembers the name.
- With it
- Stages run new enquiry, conflict cleared, consultation booked, consultation held, retainer out, signed, matter open and closed, with a separate board for referral sources.
- How it pays
- At a $2,500 average matter, two retainers a month rescued from the gap between consultation and signature is $60,000 a year that used to sit in nobody's inbox.
- BS-09ACCT
Workflows
Retainer chase and jurisdiction decline
- Without it
- The retainer went out on Tuesday and nothing happens until someone notices on the following Monday, which is a week the prospect spent talking to other firms.
- With it
- Follow-up on an unsigned retainer runs every day until the engagement letter comes back, then stops dead. Out of area enquiries get a polite decline automatically.
- How it pays
- Say two retainers a fortnight go out and one comes back slowly. If daily follow-up converts one more file a month at $2,400, the kit is paid for in a week.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Consultation confirmed with document checklist
Smart Appointment System. Confirms the consultation, sends the document checklist ahead of it, and recovers a missed slot within the hour rather than at the end of the week.
- 24h, 1h and 15min reminders
- Document checklist attached
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the consultations that were booked and missed, and the qualified enquiries that never signed a retainer, before the prospect calls the next firm.
- Missed consultation callback
- Unsigned retainer follow-up
- Voicemail with a rebook link
- Without it
- A consultation slot is an hour of chargeable attorney time. When someone does not turn up, that hour is gone and the diary was blocked all week.
- With it
- Booking triggers a confirmation with the document list attached, reminders land a day out and an hour out, and a no-show is called back within sixty minutes.
- How it pays
- If four consultations a month go missing and the callback recovers three, at $350 an hour of attorney time that is over a thousand dollars of diary rebuilt.
- BS-11SYS-09SYS-08
Nurture campaign
Two weeks between consultation and signature
Lifetime Nurture Campaigns. Annual review prompts for wills and estates, a referral programme aimed at the professionals who send you work, and seasonal filing reminders.
- Annual document reviews
- Professional referral programme
- Filing deadline reminders
Database Reactivation. Works the enquiries that never converted at six months and the past clients whose matter type recurs, such as estate updates and business filings.
- Six month unconverted enquiries
- AI calling campaign
- Recurring matter types
- Without it
- Someone attends a consultation, says they need to talk to their spouse, and then hears nothing from the firm for a fortnight while they decide.
- With it
- The touches keep going through the deciding fortnight, and past clients stay in contact with filing reminders and the annual review that brings a will back in.
- How it pays
- Say ten consultations a month and three sign on the day. If the fortnight sequence brings one of the undecided seven back at $2,400, that is a file a month.
- BS-12SYS-06SYS-07
Review automation
Asked post-matter, sensitive files excluded
Review Harvesting. The ask fires post-matter, once the file is closed and the outcome is known, which is the only point at which a client can honestly comment.
- Trigger: matter closed
- Held until outcome is known
- Google and Facebook links
Review Automation. The engine works around a case length measured in months and suppresses any matter flagged sensitive, so nobody is asked who should not be.
- Sensitive matters suppressed
- Two follow-ups, then stop
- One ask per closed file
- Without it
- A firm with two Google reviews looks like a firm nobody has used, and asking a client for one mid-matter is not something a partner will do.
- With it
- The ask holds until the matter is closed and the outcome known, skips anything flagged sensitive, follows up twice, then leaves that client alone for good.
- How it pays
- The cadence is tuned to produce 5 to 10 reviews a month. If one in five people choosing a firm reads the profile first, that is a cheap way to be chosen.
- BS-13ACCT
Seasonal automation
Year end estate and filing deadlines
- Without it
- Estate planning enquiries spike in the weeks before the year ends and nobody sends the reminder, so the same clients call in January when the diary is full.
- With it
- Year end estate reminders, annual document reviews and the seasonal filing prompts run on their own dates, so the quiet months of the legal calendar get worked.
- How it pays
- If a firm holds four hundred past clients and a timed year end prompt brings four of them back at $1,200 for a will update, one send covers the year.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how law firms actually sell
A firm is judged on how fast it answers and how carefully it screens. The kit responds immediately, asks the disqualifying questions first, routes by practice area, and then keeps the retainer follow-up running for the two weeks that most firms leave silent.
- Screening out of scope enquiries before a calendar slot is offered
- Building practice area routing with separate attorney calendars
- Keeping retainer follow-up running without a paralegal chasing
Primary pipeline
- New enquiry
- Qualified
- Consult booked
- Consult held
- Retainer sent
- Signed
- Matter open
- Closed
The problem, and what actually changes
What it looks like today
- Every enquiry gets a consultation because nobody has time to screen, so fee earner hours go on matters the firm will not take.
- A prospect who does not reach a human calls the next firm on the results page within the hour.
- Qualified enquiries that did not sign a retainer are never followed up in any structured way.
- Reviews are the single biggest local ranking factor for legal and the firm has nine of them.
What changes, and what changes it
- Case type, jurisdiction and conflict questions are asked before anything reaches a diary.SYS-01 AI Receptionist
- Web enquiries outside your practice areas are declined politely rather than absorbing an hour.SYS-02 AI Chatbot
- Missed consultations get a callback inside the hour, with the document checklist re-sent.SYS-05 Smart Appointment System
- Unsigned retainers are worked on a schedule instead of being remembered occasionally.SYS-04 AI Outbound Caller
- Reviews are requested when the matter closes and the outcome is known, with sensitive matters suppressed.SYS-06 Review Harvesting
Built for
- Firms taking inbound enquiries across two or more practice areas that need screening before a diary slot.
- Personal injury, family, estate and small business practices with real enquiry volume.
- Anyone whose intake is currently a paralegal doing it between other work.
Not built for
- Firms that take every matter regardless of type. The screening is most of the value and you would switch it off.
- Practices where an AI on the first call is not acceptable to the client base or the regulator.
- Anyone wanting case management. This is intake, booking, reviews and reactivation only.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for law firms at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Intake qualification by case type
- Out of jurisdiction polite decline
- Consult booking and confirmation
- Consult reminder with document list
- Retainer sent follow-up over 14 days
- Signed client onboarding
- Matter milestone update
- Referral partner thank you
- Case closed review request
- Declined lead nurture for future need
The funnels, by name
- Free case evaluation funnel
- Practice area landing page
- Consultation booking page
- Document upload portal page
- Referral partner page
- Webinar or seminar registration
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for law firms, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
Every enquiry is screened before it reaches a diary: case type, jurisdiction, timeline and conflict. The ones outside your practice areas are declined politely.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a consultation
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked consultation.
Ten days is how long a prospect shops firms. The sequence covers process, fees and what happens in week one, which is what they are actually worried about.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed consultation is an hour of fee earner time. The document checklist goes out with the confirmation, then the ladder, then a callback inside the hour.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied client into the thing that wins the next one.
The ask fires when the matter closes and the outcome is known, and anything flagged sensitive is suppressed entirely.
Intelligent review request
- Satisfaction check 2 hours after the matter
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a client for years rather than one transaction.
Past clients recur and referrers refer. Annual document reviews, filing reminders and a programme aimed at the professionals who send you work.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best clients
Put your own numbers in
On these assumptions the kit is covered by a single additional signed matter, which the screening usually frees up capacity for inside the first month. Every box below starts on an assumption for law firms, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$26,188
recovered a month from calls you currently miss
3 days
for the $2,195 kit to cover itself
48 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Law firm snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The law firm kit is that copy built for law firms: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
The intake collects the information a conflict check needs and flags the record, but the check itself is a human step. The workflow pauses at that stage on purpose rather than auto-booking.
Yes. Practice area is the primary routing field, with its own pipeline path, calendar and message set. Three areas are configured out of the box.
Yes, and the qualification questions are already shaped for it. Family law and estate planning paths are also included.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Kits that neighbour this one
Take the law firm kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.