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Who We Serve · Law offices

Inquiry. Consult. Engaged. Billed.

A family calls after five about a parent who just moved into care. Voicemail picks up, and they call the next firm.

Every call answered, the consultation booked, and the client walks in with every document.

  1. 01 Inquiry
  2. 02 Consult
  3. 03 Engaged
  4. 04 Billed

7:15 PM

At 7:15 on a Tuesday night, Maria calls an estate planning office in Tacoma. Her father moved into memory care that afternoon, and she needs to know what to do about his house and his savings. The office closed at 5, the call goes to voicemail, and Maria calls the next firm on the list. This year the system answers. Maria books a consultation for Thursday morning and gets a short list of what to bring. On Thursday she walks in with every document, and the attorney has already read her notes.

The four steps
01 · Work
  1. 01

    Inquiry

    Every call and form after hours is answered, with a consultation booked.

  2. 02

    Consult

    Conflict check and the documents to bring, sent before the meeting.

  3. 03

    Engaged

    Engagement letter signed online, deadlines and client updates on a schedule.

  4. 04

    Billed

    Time captured, invoices out on schedule, reminders until it's paid.

In Law offices

Most new clients call when something just happened: a parent moved into care, a deadline arrived, a partner filed. They call the first firm that answers, and they call after hours. The office that answers that night, books the consultation, and sends the list of what to bring is the office they hire.

The rest is the same work every firm does by hand: the conflict check, the engagement letter, the document list, the follow-up, the invoice. We build those so they run on their own, in your name, and you see every step.

Questions owners ask
Can an answering system handle a sensitive legal call?
It answers kindly, takes the essentials, books the consultation, and never gives legal advice. You decide exactly what it says.
Will this work with how we run conflicts and engagement letters?
Yes. We build around your process: conflict questions first, then the engagement letter out for signature online.
What about client confidentiality?
We sign an NDA or a business associate agreement when the work needs one, and we only touch what you choose to share.
What you get
02 · Build

The Office: Your Technology Partner

All five stages, run for you.

Everything your business runs on, built and kept running, for less than one full-time minimum-wage hire.

from $2,500 a month

The Answered Line

Call and text answering, text-back, after-hours routing, booking from the call

From $1,500 to set up · $349 a month with 300 minutes.

Quote to Signature

Estimates captured, priced, sent same day, approved from a phone, signed, deposit taken

From $2,000 to set up · $149 a month.

Plus applicable WA sales tax. Every price is a starting point; the Scorecard sets the number.

How it starts
03 · Start

Get My Scorecard.

The first thing you get back is a Scorecard with your numbers in it.

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  1. 01 Call
  2. 02 Booked
  3. 03 Adjusted
  4. 04 Back again

The new patient called at 12:40 with a back that would not let them sit, got voicemail, and booked with the office that picked up.

Every call answered, the table full, the missed visit rebooked before the week is out, records kept the way they have to be.

Consumer lending

  1. 01 Apply
  2. 02 Approved
  3. 03 Funded
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Applications on paper, repayments tracked in a spreadsheet, and the state asks for records on a deadline.

Applications that complete online, repayment reminders that land, and reporting ready the day it's due.

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  1. 01 Call
  2. 02 Booked
  3. 03 Seen
  4. 04 Recalled

The hygiene chair at 2 PM is empty because the six-month reminder went to a number nobody checks.

Recall that lands, new patients booked without a callback, confirmations that stick, and records handled the way regulated records have to be.

Financial services

  1. 01 Inquiry
  2. 02 Verified
  3. 03 Opened
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A member fills out the form on your site and a week later nobody has called. They went to the bank with the app.

Inquiries answered the same hour, applications that don't drop, and records kept the way examiners expect.

Physical therapy

  1. 01 Referral
  2. 02 Booked
  3. 03 Treated
  4. 04 Discharged

A referral comes in on Tuesday, sits until Thursday, and the patient has already started somewhere else.

Referrals worked the same day, plans of care kept on schedule, cancellations filled, and discharged patients who come back when they need you.

Senior care and childcare

  1. 01 Inquiry
  2. 02 Tour
  3. 03 Enrolled
  4. 04 Cared for

The waitlist is on paper, the tour calendar is in someone's head, and licensing wants records by Friday.

Inquiry to enrollment without a gap, schedules that hold, records ready the day they ask.

All of Practices and professionals

Send it by 2 PM Pacific and you'll hear from me today. After that, by end of day the next business day.