business corporate
Business + Corporate Pack
Transactional and corporate-counsel firms: contract intake, client onboarding, scheduling, and review-driven SEO content.
What you'll get
- Project-fee quoting
- Review request automation post-close
- SEO content optimizer for thought-leadership posts
Included agents (8)
Lead Intake Agent
Automatically captures and qualifies new leads from your intake forms, gathering essential case details and routing them appropriately.
Consultation Scheduler
Handles consultation scheduling with intelligent calendar management, timezone detection, and automated confirmation/reminder sequences.
Client Onboarding Agent
Guides new clients through the onboarding process with welcome messages, document collection, and next steps.
Fee Quote Generator
Generates preliminary fee estimates based on matter complexity, with attorney-approved ranges and transparency disclosures.
Case Update Notifier
Sends timely, attorney-approved updates to clients when case milestones are reached, keeping them informed without overwhelming.
Review Request Agent
Automatically requests reviews from satisfied clients at optimal moments, helping build your online reputation.
SEO Content Optimizer
Analyzes your website and blog content weekly, providing keyword optimization suggestions and meta description improvements to boost search rankings.
Content Repurposing Agent
Transforms your existing content (blogs, case summaries, FAQs) into social media posts, email snippets, and other marketing materials.
Recommended integrations
- Optionalgoogle-calendarFounder consults + ongoing reviews.
- OptionalstripeSubscription retainers + project fees.
- OptionalboxContract vault.
ABA rule overrides
On install, these defaults are applied to your account -- but only for rules you haven't customized yourself. We never clobber explicit attorney configuration.
- Rule 1.7default
Cross-deal conflicts are the most common conflict-check trigger.
- Rule 7.1default
Marketing copy on B2B firms still triggers Rule 7.1 -- keep at default.
Install this pack
Sign in to install all 8 agents and apply the recommended ABA overrides in one click.
Install in dashboard