The Front Desk · for law firms and solo attorneys
Nothing falls through. Nothing goes out without you.
From the moment someone finds you to the moment they’re on your calendar, I set up the work that happens before a new client ever reaches you. You spend your time on the people who are the right fit.
Founding pilotI run this in my own studio every day, and I’m setting it up for two practices this season.
Hi, my sister sees you and said I should reach out. I’m looking for someone to help with my mom’s estate plan. Do you do virtual consultations?
Hi Jordan, thanks for reaching out, and please thank your sister for me.
Yes, I do virtual consultations. For a parent’s estate plan, the first call is about understanding where things stand today…
You know the feeling
The work you’re good at crowds out the inbox.
- Inquiries sit for days because the week got busy, and some of those people book somewhere else.
- You spend consultations with people you were never going to be able to help.
- Every first call starts from zero, even when they told you everything in their email.
In a 2024 study by Clio, two in three law firms didn’t reply to an email from someone looking to hire them.
- Website inquiry: estate planning for my parentsThursdayWaiting 4 days
- Question about renewing a green cardFridayWaiting 3 days
- Do you take new clients in January?SaturdayWaiting 2 days
How it works
One inquiry, while you’re with clients.
You don’t log in anywhere new. It happens in the inbox and calendar you already use.
- 9:13 AM
Someone writes to you
A new inquiry lands in your inbox, the same as it does today.
- 9:18 AM
Your reply is waiting
A draft sits in the thread, answering what they asked, in your voice, with your process and next step. You read it, change what you like, and press send.
You edit and press send - That week
They answer a few questions, then book
Before your calendar opens, they answer a few questions you wrote, and pay your consult fee if you charge one. People outside your work get a kind explanation instead of a slot.
- Call day
A prep sheet in your inbox
What they already told you, what's still open, and questions written for them.
A morning at an example practice
New inquiries, as they come in.
A Monday morning at a solo estate planning practice.
- Priya Raman8:47 AMURGENT - power of attorney for my dad
- Gloria Whitfield8:31 AMMy mother passed, need help with her estate
- Simone Avery8:12 AMMy brother is challenging our father's will
- Marcus Bell7:58 AMReferred by my sister
- Growth Team7:40 AMGet 30+ new clients per month guaranteed
- Tyler Granger7:15 AMDUI arrest last night need help
- Danielle Okafor7:02 AMWills for me and my husband
New inquiries land here, the same as they do today.
Ask them
- Does your mom have a will or trust today, even an old one?
- Who else in the family should be part of these conversations?
- Is there a deadline, like a move or a surgery, behind this?
They already told you
- What they need
- An estate plan for his mother
- How they’d like to meet
- Virtually
Still open: 6 of your usual questions
An example. Names and details are made up.
The morning of the call
Walk in already knowing them.
Most people tell you a lot before you ever meet. The prep sheet pulls it together: what they already said, what you still need to ask, and a few questions only they could answer. Your call starts where their email left off.
What it never does
The parts that are yours stay yours.
- Send anything on its own
- Every reply is a draft until you press send.
- Ask for the facts of a matter
- The questions before booking are about fit: the type of matter, timing, how they found you.
- Give advice
- No medical, legal or financial answers. It drafts the welcome; you do the work.
- Lock you in
- It runs in your own accounts, it's written down, and you can turn it off in a minute.
How we start
It starts with a map.
A mapping session
We walk through how new clients reach you today, from first search to first appointment, and where it stalls. You leave with that map whether or not we build anything.
Set up in your accounts
I write your reply with you, your questions before booking, and what your prep sheet should cover. Everything lives in accounts you own.
Two weeks side by side
You use it with real inquiries while I watch and adjust. Then it runs, and I keep it running.
Building a new site with me too? A Custom Site already includes questions before booking and your Google Business Profile, so the Front Desk picks up from there.
Who you’ll work with
I built it for my own inbox first.
When a new inquiry reaches my studio, my reply is already drafted when I open it, and I walk into every discovery call with a prep sheet. I set it up for practices the same way I build every site: myself, around how you actually work.
More about meWhat about confidentiality?
Intake asks for contact details and the type of matter, nothing more. It never gives advice and never replies on its own. If you need to run a conflict check, the questions can ask for the other party's name first, so you can check before anyone tells you their story. That step stays in your hands.
Do you set this up for medical or dental practices?
Not yet. Patients share health details in their first email even when no one asks, so I'm putting the right privacy agreements in place before I set it up for a healthcare practice. If you run one, the mapping session is still yours, and you'll be first to know when it's ready.
Is this AI?
Partly. A model reads the inquiry and drafts your reply and the prep sheet from what the person wrote. Your prices, terms and links are written by you once and pasted in word for word. You read everything before it goes anywhere.
What do I need to use it?
Right now it works with Gmail, including Google Workspace. If your practice uses Outlook, ask me first.
Will it replace my front desk staff?
No. It takes the first, repetitive part off their plate (and yours) so the people who answer the phone spend their time on the people who are a fit.
What does it cost?
It's priced after the mapping session, once we both know what your front office needs. It's a setup fee and a small monthly fee to keep it running. Founding practices get a founding rate.
Let’s see where your front office leaks.
One conversation to map how new clients reach you today. If it isn’t a fit, you still leave with the map.