A new client reaches out at 9 PM. Your firm answers before they move on.

The Reputation Engine Lab is live the afternoon you build it, and the Growth Systems Intensive builds booking, follow-up, and AI-assisted chat in one day. A full Implementation goes live in as soon as 2 to 3 weeks, then is tuned across 90 days. Texting switches on once carrier approval clears, and we never promise that date. Regulated firms get a monitored launch period before anything runs on its own.

Yes, at the right step. AI-assisted chat on your website is added in the Growth Systems Intensive: it answers common questions from information you approve, in English and Spanish, and hands the visitor to booking or a person. Voice intake on your phone line is scoped in the Implementation, with a monitored launch before it runs on its own. Neither gives legal, medical, or financial advice.

Not necessarily. We can integrate with most existing CRMs (HubSpot, Salesforce, etc.). However, most firms see the best results when we consolidate everything into one unified platform. That eliminates data silos and gives you a single source of truth on every lead, conversation, and revenue dollar. We handle the entire migration so it's painless.

Yes. We audit your current campaigns, find wasted spend, and set them up to be measured by consultations booked, not clicks. Your ad accounts stay in your name, so there is no lock-in if we ever part ways. Results depend on your market, budget, and how quickly your team follows up.

It can be scoped for it, but it is not included by default. For healthcare and other regulated firms, we scope intake, consent, access, and data-handling requirements before anything is built, and a HIPAA-capable setup depends on the platform configuration, a signed BAA where applicable, and your data-handling practices. By default, messages stay scheduling-only, with no health details by text or email. We implement workflows; we do not certify compliance. Read our field note on the 5-minute lead window in concierge medicine.

Yes. Client messages and chat answers are reviewed against ABA Model Rules 7.1 to 7.3 and your state's version, including Florida's Chapter 4-7. Nothing quotes fees, gives legal advice, or confirms a client relationship in public, and conflict-check questions go to your intake team or attorney. You can check your own site with the free lawyer advertising rules check. See why your law firm isn't showing up in ChatGPT for the visibility side.

Yes, always. The CRM sub-account, ad accounts, phone numbers, AI agents, and all customer data live in your name. If you ever leave us, you keep everything and get a full export. There is no proprietary lock-in. This is our asset-ownership guarantee.

Yes. The platform integrates natively with most CRMs, calendar systems (Google, Outlook, iCloud), payment processors (Stripe, Square, ACH), accounting (QuickBooks, Xero), and document-signing (DocuSign, HelloSign). For anything custom, we can build a webhook or zapier-style automation.

The built-in AI features of our automation platform, configured from your firm's approved answers and rules. We do not train custom models for this; custom AI is a separate service. AI usage is included for the launch month, then billed at cost or through an unlimited option, and everything runs in your own account.

Every missed call gets a text back within seconds, in English or Spanish, asking how you can help, so the person is not left with voicemail. Speed matters: in a Harvard Business Review study of online leads, companies that responded within an hour were nearly seven times as likely to qualify the lead as those that tried an hour later (Oldroyd, McElheran and Elkington, 2011). What it recovers depends on your call volume and matter value. As an illustration with invented numbers, two extra consultations a month at a $3,000 average matter is $6,000 a month; your numbers will differ. Texting switches on once carrier approval clears, and messages are billed at cost.

The system is built on our automation platform, configured in an account in your firm's name. You own the account, phone numbers, ad account access, and all customer data. If you ever leave, you get a full export and keep everything; there is no proprietary lock-in. For firms that already use HubSpot, Salesforce, or another CRM, we can integrate rather than replace.

A 24-question scored diagnostic across six operational pillars: intake speed, follow-up sequences, booking and calendar, reputation management, revenue attribution, and database health. It is free: you get the full scored report with ranked recommendations, a downloadable PDF, the field guides, and a 15-minute findings call with Brandon. The natural next step is the Growth Systems Intensive, which diagnoses the same pillars on your real numbers and builds the fixes.

Reviews are a GEO signal. Generative engines including ChatGPT, Perplexity, and Google AI Overviews weigh third-party review volume, recency, and average rating when recommending local firms. A concierge medical practice with 200 recent Google and Healthgrades reviews will outrank an equally credentialed practice with 12, all else equal. The review-generation campaigns we deploy fire at the right moment in the client journey (post-appointment, post-matter close), use compliance-aware request language, and feed results back into the monthly GEO tracking report so the correlation between review growth and AI citation frequency is measured directly.

Yes. We audit current campaigns first and transition management on a defined handoff date to avoid spend gaps. The first thing we fix is the most common measurement gap: ad spend tracked to clicks or form fills rather than to consultations actually booked. We connect the CRM to Meta and Google ad platforms so every dollar maps to a real outcome. Your ad accounts remain in your name throughout.

We design opt-in flows that meet TCPA requirements: explicit written consent captured before any commercial SMS is sent, clear opt-out instructions (STOP to unsubscribe) included in every message, and honor lists synchronized with the CRM in real time. For medical and dental practices, HIPAA-conscious workflows separate scheduling-related SMS from clinical communication and ensure no PHI flows through standard SMS channels. For law firm intake, we review all scripting against the applicable bar advertising rules before launch.

The AI voice and SMS agents run in English and Spanish natively, not machine-translated. When a caller speaks Spanish, the agent answers in Spanish and maintains that language for the full interaction. Intake forms, confirmation texts, reminder sequences, and follow-up campaigns are also delivered in Spanish at full quality. For South Florida firms in Coral Gables, Brickell, and Doral, bilingual intake is table stakes: a meaningful share of inbound inquiries arrives in Spanish, especially for immigration law, concierge medicine with Latin American patient pipelines, and wealth management for international clients.