After-hours inquiries
A serious prospect reaches out at 10:43pm, compares three firms, and signs with whoever responds first.
AI concierge plus smart intake captures facts, sets expectations, and creates a clean lead record before morning.
Add-On Buying Guide
Do not buy features. Buy leverage.
Add-ons should answer one of four attorney questions: will this win more qualified matters, reduce staff drag, protect client trust, or build owned authority? If the answer is not clear, we recommend skipping it.
Investment review board
What the firm should ask before adding a module
Which bottleneck does it remove?
Which matter type benefits first?
What staff time, ad spend, or lost leads does it offset?
Does the client feel more confident after using it?
The business case
Where add-ons pay for themselves
Document chaos
Clients send PDFs, photos, pay stubs, repair orders, and forms through scattered email threads.
A secure portal and document vault centralize uploads, signatures, status, and attorney-client communication.
Expensive lead sources
Legal paid clicks keep getting more expensive, and every month starts from zero if organic authority is thin.
The authority engine builds an attorney-reviewed article library that compounds search visibility over time.
Staff capacity ceiling
The firm has enough demand, but intake handoff, deadline tracking, and follow-up consume too much admin time.
A staff workspace turns the site into an operating layer with matter pipelines, task ownership, and visibility.
Module by module
What each add-on actually does
Prices are add-on starting points. Final scope depends on practice complexity, portal depth, content volume, and integrations.
Add-on 01
Autonomous AI Intake Concierge
What it is
A practice-trained AI agent that lives on your website and answers the moment someone reaches out — day or night.
What it does
Qualifies leads, answers common questions, requests the right documents, and books consultations 24/7. It never gives legal advice and always confirms a real attorney will follow up. Every conversation creates a clean matter record for your team.
Why it earns its place
The single highest-ROI add-on. Most law-firm inquiries arrive outside office hours, and prospects in crisis retain whoever answers first. Catching even one or two cases a month that would have hit voicemail typically covers the entire build — then keeps earning every month after.
Add-on 02
Article & SEO Authority Engine
What it is
An automated, attorney-reviewed content system that publishes practice articles built to rank.
What it does
Researches and drafts SEO-structured articles around the questions your future clients are actually searching, adds structured data, and builds topical authority over time — with you approving everything before it goes live.
Why it earns its place
Legal clicks are among the most expensive in all of advertising. Every article that ranks is a lead source you stop renting from Google Ads. It compounds: the library keeps pulling in qualified traffic long after it is written, lowering your cost per case month over month.
Add-on 03
Client Portal & Secure Messaging
What it is
A branded, login-protected area where clients and your firm communicate and share files securely.
What it does
Gives clients a private login for document sharing, matter status, and secure messaging — replacing scattered email threads and insecure attachments with one organized, confidential space.
Why it earns its place
Cuts the back-and-forth that eats non-billable staff hours, reduces the risk of a confidentiality slip over email, and makes the firm feel modern and trustworthy — which directly affects whether a prospect signs and whether a client refers.
Add-on 04
Document Vault & E-Signature
What it is
Organized, access-controlled matter files with watermarking, evidence checklists, and in-portal signing.
What it does
Stores and organizes every matter's documents with sensitivity classification and audit trails, and lets clients sign engagement letters and forms directly in the portal — no third-party e-sign subscription required.
Why it earns its place
Retires a recurring e-signature bill, speeds up the engagement-letter-to-signed-client step (faster signing means fewer prospects who drift away), and protects you with a clean chain-of-custody on sensitive files.
Add-on 05
Deeper Staff Workspace
What it is
Role-based staff areas with matter pipelines, firm calendars, and task / assignment tracking.
What it does
Gives each team member the right view and permissions, moves matters through visible pipelines, and keeps tasks, deadlines, and calendars in one place built around how your practice actually runs.
Why it earns its place
Replaces a separate case-management subscription, reduces dropped balls on deadlines (a real malpractice and reputation risk), and lets a small team handle more matters without adding headcount.
Add-on 06
Dedicated Server & Full Ownership
What it is
Your system on private, dedicated infrastructure with complete source-code ownership and audit logging.
What it does
Provisions and configures a dedicated server for your firm alone, deploys the system, documents the environment, and hands over sole control — no shared hosting, no platform lock-in.
Why it earns its place
Total control of your data and your client's confidentiality, no noisy-neighbor risk, and an asset you fully own and could hand to any developer or IT team. For firms where confidentiality and independence are non-negotiable, this is the foundation.
Case examples
How this looks inside real practice areas
These are example use cases, not client claims. The point is to show how a module changes the buying experience by matter type.
Family Law
A custody prospect flags safety concerns, uploads existing orders, and starts a protected message thread before the consult.
Portal + Vault + AI Concierge
Criminal Defense
An after-hours arrest inquiry is triaged immediately with charges, court date, bond status, and urgent callback routing.
AI Concierge + Staff Workspace
Personal Injury
A truck-crash lead uploads photos, treatment details, insurance letters, and injury timeline while urgency is highest.
AI Concierge + Vault + Portal
Estate Planning
A high-asset planning client organizes trust documents, advisor contacts, beneficiary details, and signing tasks securely.
Portal + Vault + Dedicated Server
Lemon Law
A vehicle owner uploads repair orders, days-out-of-service history, VIN, warranty details, and manufacturer notices.
AI Concierge + Vault + Workspace
Recommended stacks
Choose a business outcome, not a shopping cart
from $2,700
Lead Capture Stack
Firms losing calls after hours or spending heavily on paid leads.
AI Intake Concierge
SEO Authority Engine
from $3,800
Trust & Documents Stack
Firms with sensitive documents, signatures, and client communication risk.
Client Portal & Secure Messaging
Document Vault & E-Signature
from $6,300
Operations Stack
Firms that want the website and internal follow-up process working together.
AI Intake Concierge
Client Portal & Secure Messaging
Deeper Staff Workspace
$5,000 all-in tier
Complete Firm Platform
Firms that want every module, private infrastructure, and nothing to add later.
AI Intake Concierge
SEO Authority Engine
Client Portal & Secure Messaging
Document Vault & E-Signature
Deeper Staff Workspace
Dedicated Server & Full Ownership
Honest recommendation rule
We will tell you what to skip.
Premium buyers do not need pressure. They need a scope that makes sense. Add-ons should map to a visible bottleneck, not to a fear of missing out.
Buy AI concierge
when speed-to-lead matters and you cannot personally answer every inquiry.
Buy the portal
when clients need status, messages, and documents in one protected place.
Buy the vault
when signatures, sensitive uploads, or evidence organization slow the firm down.
Buy the workspace
when staff need one operating view for leads, matters, tasks, and deadlines.
Buy dedicated server
when ownership, confidentiality, audit logging, and infrastructure control are non-negotiable.
Skip an add-on
when it does not remove a real bottleneck or improve conversion, trust, search, or staff capacity.
Get the right scope before spending a dollar.
Tell us how your firm runs, what breaks, and what type of client you want more of. We will map the base build, the add-ons worth considering, and the ones that can wait.