We listen to 5 of your recent intake calls, score them against industry benchmarks, and run a 30-minute strategy session with custom recommendations. You get a 3-page written report you can hand to your team. $297 credited toward implementation if you hire us.

$497 credit toward a full AI intake build for your firm (typically $3,000–$5,000 setup plus monthly retainer). Includes a 60-minute discovery call, vendor selection write-up, CRM integration plan, and custom TCPA + conflict-check workflow design. Refundable if discovery shows we are not the right fit.