We Scaled Our Client to the #1 Rated Law Firm on Trustpilot.

Our Recent Case Studies

10x

Increase in Profit.

300%

Increase in Revenue per Employee. 

6,000+

5-star Trustpilot Reviews.

2.5 

Years to Completion. 

Trusted by Top US Firms

With automation and AI handling routine tasks, her team’s productivity soared. Time is redirected to high-value case work, increasing capacity.

1.4x

Increase in Revenue Per Employee

10h+

/week

Saved in Owner’s Time

We automated all tedious workflows, freeing Suzann from the day-to-day. She now has clear oversight of her business and full confidence in her team.

20%

Suzann grew her revenue while reducing her team size by 16%. Efficiency went up, costs went down, and profit margins improved across the board.

Increase in Revenue (in 90 days) 

The entire firm’s growth depended on Suzann’s constant involvement.

Her team was stuck doing repetitive admin tasks instead of case work.

Inconsistent cash flow, making it difficult to budget accurately and plan for future investments.

Before

Suzann stepped back from daily tasks and got back 15% of her time.

The team now focuses on high-value case work, not admin.

Cash comes in 2x faster, making it easier to plan and grow.

After

Suzann Beckett

Owner at Beckett Law LLC

Cut in Time to Close a Client

It typically took multiple weeks to convert a lead into a client. But with a streamlined intake process, they are able to close faster and more efficiently.

2+ Weeks

Saved Every Week

Everything now runs automatically, and nothing slips through the cracks. No more weekend check-ins, chasing leads, or manually sending follow-ups.

8h+

/week

3x

Intake Capacity

By automating intake, her team now handles and converts more leads, faster, with no errors.

I found myself in a place where I had all of the business and more that I ever wanted, but hadn’t really properly put the systems, technology, and processes into place to handle that growth.”

Dana spent nights and weekends checking whether leads were falling through the cracks.

Leads weren’t getting followed up with, engagement agreements weren’t being sent, and intake forms weren’t being filled, etc.

Before

“My life is impacted in a positive way by automating processes because it means that I am not going to be spending the time at night, on the weekends, checking on everything.”

Dana can now 100% trust her system and hasn’t worked a weekend since.

Now leads are converting faster with an efficient Intake system that automatically schedules consultations, sends follow-ups, and collects client information.

After

Dana Wine

Co-founder at Freeman|Wine LLC

Saved in Owner’s Time

Cid went from working 70h-weeks to just 25h. He finally had the clarity and bandwidth to lead his firm like a CEO not its most overworked employee.

50h+

/week

New Attorneys Hired

We built a real-time forecasting tool showing true monthly profit, giving Cid the clarity to confidently hire 2 attorneys and grow sustainably.

2

$1.2M

In New Revenue

Cid’s PI and Criminal Defense firm grew rapidly but without the right systems, the firm risked stalling or scaling back down.

Cid couldn’t scale and hesitated to hire new attorneys because his books showed the firm was unprofitable.

A larger PI firm with a massive marketing budget entered his town, making it nearly impossible for Cid to compete.

Cid and his team spent too much time on admin tasks, holding the firm back from revenue-generating work.

Before

A new dashboard revealed his true annual profitability, giving Cid the data-backed confidence to finally hire and scale.

Cid now saw exactly which marketing campaigns delivered qualified leads, allowing him to compete smarter and win.

Automation eliminated daily admin tasks, freeing Cid and his team to focus on high-value, revenue-generating activities.

After

Cid Kallen

Founder & Partner at Citrine Law

Exceptional results and ROI […] have been continuously impressed with his ability to provide solutions that improve our law firm’s efficiency and bottom line.”

Law firm owner

Owner at Settlement Agreement Solicitors

Patrick Knight

Above and beyond. Truly, it’s been a phenomenal experience. I feel a lot more enthusiastic about the future than I did when I felt like I was stuck in the hamster wheel of the daily grind of making it all work without that help “

Co-founder at Freeman|Wine LLC

Dana Wine

“I needed a solid foundation to support hiring and effectively manage the production side of the cases, […]. Without this system in place, hiring an associate would have led to chaos with the increased workload.”

Managing Partner at Zhang-Louie PLLC

Zoe Zhang

Ready to Build the Firm You Envisioned?

We Only Work With 2 New PI Firms Every Month.