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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

Recommended integrations

google-calendar
Founder consults + ongoing reviews.
Optional
stripe
Subscription retainers + project fees.
Optional
box
Contract vault.
Optional

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

Install in dashboard

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.