Onboarding
Before anything goes live, we walk through your funnel & offers and the exact path you want new leads to take. You’ll complete the onboarding form, and we’ll shape a sales workflow that mirrors how you want clients guided.
Account Setup
We configure your CRM pipelines (or refine existing ones), load scripts, follow-up sequences, and decision trees, and connect your lead sources so every inquiry lands where it should.
Go Live
We handle your entire front-end sales layer. Every lead is screened, guided, nurtured, and moved through your pipeline. You focus on legal work; we’ll handle the momentum.


