Case studies
How an audit and build would run, grounded in public research.
These are example engagements, not client stories. Each shows how we would run an audit and build for a typical firm of its kind. The research figures come from the public sources cited, and nothing here reports a specific client's results.
After-hours intake for a personal injury firm
A small personal injury practice loses callers to voicemail while attorneys are in court. The fix is instant text back, bilingual intake chat, and intake that flows into case management.
Example engagementBilingual consultation booking for an immigration firm
A Houston immigration practice books consultations by phone tag, mostly in Spanish, and loses time to no-shows. The fix is bilingual text back, self-booking, and reminders in the client's language.
Example engagementIntake screening for a family law firm
A family law firm spends attorney time on calls that are the wrong fit or a conflict. The fix is structured screening that gathers the right facts first, with sensitive details kept out of general AI tools.
Example engagementRound-the-clock calls for a criminal defense firm
Families call a defense firm at night, right after an arrest, and hire whoever answers. The fix is instant text back, routing to the on-call attorney, and follow-up the next morning.
Example engagementWebsite and seminar follow-up for an estate planning firm
An estate planning firm has a slow site and loses interest from seminar attendees after the event. The fix is a fast, compliant site and follow-up that books planning meetings.
Tax season document collection for a CPA firm
A small CPA firm spends tax season chasing clients for missing documents. The fix is automatic reminders that follow up until files arrive, plus intake and file search.
Example engagementMonth-end close for a bookkeeping firm
A bookkeeping firm closes the month late because client answers and receipts trickle in. The fix is automatic requests for missing items, clearer work assignment, and reports that build themselves.
Example engagementExtension season for a CPA firm
A CPA firm files hundreds of extensions in April and then loses track of them until October. The fix is one tracked list, reminders that start in summer, and a plan for disaster postponements.
Example engagementSafe AI adoption for a tax practice
A tax practice wants AI help with letters and research but is unsure what client data it can use. The fix is a clear policy, consent where it is needed, an updated security plan, and vetted tools.
Lead response for a real estate team
A Houston brokerage team loses portal leads while agents are out showing homes. The fix is an instant reply, routing to the right agent, and follow-up that runs for weeks.
Example engagementListing appointment follow-up for a real estate team
A real estate team gets home value requests from sellers who are months away from listing, then forgets them. The fix is a fast reply and follow-up that keeps going until a listing appointment is booked.
Example engagementBuyer agreement intake for a brokerage
A brokerage must get a written buyer agreement before every tour, and agents handle it differently. The fix is one intake flow with e-signature before scheduling, and advertising that meets TREC rules.
Looking for practical how-tos? Read the guides→