Your AI system goes live in 10 days. This portal walks you through every phase — what we build, what we need from you, and when. Your two actions right now are below.
Everything we need to build your system correctly.
Share everything below via your Slack channel. The faster we get these, the faster your system goes live. Your Account Lead will confirm receipt of each item.
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Your top 3–5 case types (e.g. removal, asylum, DACA, family petitions)
Critical
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2–3 sample documents your firm currently uses (hardship letters, declarations, motions) — we pull tone and structure, not content
Critical
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Preferred intake questions — what do you ask every new client?
Critical
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Google Drive folder access — where case summaries and documents will be saved
Critical
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Business phone number for missed call text-back (Twilio connection)
Critical
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Calendly or booking tool link for consultation scheduling
Your action
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Spanish address preference — formal (usted) or informal (tú)?
Your action
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Firm bio or About Us page — used to set your branded AI assistant's tone and voice
Your action
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Documents typically requested for your top case types (removal, asylum, DACA)
Your action
Step 2 of 5
Step 3 of 5 · Days 1–9 — Build Phase
We build. You review. Nothing goes live without your approval.
Our team builds Layer 1 first, gets Account Lead QA approval, then builds Layer 2. Every deliverable is tested with a fictional case before it reaches you.
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AI intake form built in Tally/Typeform, connected to Make.com — outputs structured case summary to your Google Drive
Auto
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6 document draft templates built: hardship letter, removal defence outline, asylum declaration, DACA renewal letter, motion to reopen outline, hardship letter in Spanish
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Case checklist generator built — paralegal enters case type, receives custom document checklist
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Consultation notes summariser built — paste transcript or rough notes, receive structured case summary with action items
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Bilingual Spanish translator built and tested across 3 message types
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All 6 templates translated into Spanish — tested with fictional Spanish-language cases
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Custom-branded AI assistant configured with your firm name, tone, practice areas, and case types
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Missed call text-back live — SMS fires within 60 seconds of a missed call with your booking link
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No-show re-engagement sequence live — 3-message SMS at 30 min, 24 hrs, and 48 hrs after a missed consultation
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Appointment confirmation and reminder SMS sequence live
Paralegal SOP document delivered — step-by-step guide for your team on using every tool
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Step 3 of 5
Step 4 of 5 · Days 10–14 — Training & Go-Live
Your system is approved and ready. Time to go live.
Your Account Lead runs a live training call with your attorney and paralegal — walking through every tool. A Loom recording is sent after so your team can reference it any time.
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All deliverables QA approved by Account Lead — confirmed in writing via Slack
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Live training call attended — Account Lead demonstrates all tools with your attorney and paralegal
Your action
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Training Loom recorded and sent — under 15 minutes, covers all tools, screen share only
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First real client intake confirmed through the system — date logged
Milestone
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Week 2 check-in call scheduled with your Account Lead
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Step 4 of 5
Step 5 of 5 · Month 1 & Beyond — Your Monthly Cycle
Your system runs. We maintain, improve, and report every month.
Every month your team builds a new document template, monitors USCIS policy changes, reviews your automations, and sends you a performance report with a Loom walkthrough.
Your time & revenue recovery
520 cases80
1hr3hrs6hrs
$100$250/hr$500
$500$3,500$10k
Hours recovered / mo
42hrs
at 70% efficiency gain
Dollar value recovered
$10,500
hours × your rate
System cost / mo
$997
Growth retainer
ROI on investment
10.5x
value vs. cost
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Week 1: Make.com automation history reviewed — all flows confirmed firing correctly
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Week 1: USCIS and policy alerts checked — any changes flagged to your Account Lead
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Week 2: New document template built, tested with a fictional case, and sent to Account Lead for approval
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Weeks 3–4: Monthly performance report completed — intakes, docs generated, hours saved, dollar value, what's next
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Weeks 3–4: 4-minute Loom walkthrough of report recorded and delivered to your Account Lead
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Step 5 of 5
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You're fully onboarded.
Your AI system is built, live, and working. From here we move into consistent monthly delivery — new templates, performance reports, and ongoing optimisation. Your team is in your corner every month.