Do I have to leave the CRM I already use?

Not always. If your current system genuinely fits the firm, we can often automate on top of it. The honest answer is that most firms we meet are not using a CRM, they are using a calendar, an inbox, and a spreadsheet, and consolidating is the whole win. We tell you which situation you are in before you spend anything.

What happens to my existing contacts and history?

They migrate. We import, dedupe, and map your existing contacts into the new pipeline, including source and status where that data exists. Messy data takes longer to migrate than clean data, and we scope that honestly rather than discovering it mid-build.

How long until it is live?

As soon as 2 to 3 weeks from kickoff for the operational core: pipeline, intake routing, missed-call text-back, and booking. It depends on scope, though. A clean single-location firm moves fast; a multi-partner practice with years of messy contact data to migrate takes longer, and we say which one you are before you sign. The 90-day window after that is tuning against real traffic, not building.

Will my team actually use it?

That is the right question, and it is why we build your real stages instead of a template. The design rule is that the CRM should ask for less than the process it replaces. We also run a working session with the people who will touch it daily, because a system nobody was consulted about is a system nobody keeps current.

What does the automation platform cost on top of your fee?

There is a platform subscription underneath, billed in your name, and we are explicit about it during scoping rather than burying it. Because the build runs on that platform rather than bespoke code, the implementation floor stays at $4,500 instead of a from-scratch price. See pricing.

Do you own my data or do I?

You do, without qualification. Accounts are provisioned in your name, the numbers are yours, and every contact, message, and automation exports on request. The asset-ownership guarantee is in the engagement agreement, not just on this page.

Can it integrate with my practice management or EHR system?

Often yes, through native integrations or a middleware connection. What we do not do is push protected health information or privileged matter detail into the CRM to make an integration work. If an integration would require that, we scope the boundary differently and say so.

What is the difference between this and the AI intake agent?

The CRM is the pipeline and the memory. The AI employee is the thing that answers. You can have a CRM without AI intake, and it is still a large improvement. You should not have AI intake without a CRM, because there would be nowhere for the conversation to land.

How do I know if the pipeline is my actual problem?

Run the $14.97 AIGS Diagnostic. It is 24 questions across six pillars: intake, follow-up, booking, reviews, attribution, and database. It tells you which pillar is leaking so you buy the right thing rather than the first thing.

Can we start with just this and add the rest later?

Yes, and many firms should. The CRM is the foundation every other sub-service plugs into, so starting here is never wasted. Adding intake automation, reviews, or dashboards later is configuration on top of a system that already exists.

Foundation

CRM · Workflow automation · Follow-up sequences

A pipeline that runs itself

Most firms do not have a lead problem. They have a system problem. Inquiries live in five places at once: the phone, the website form, a shared inbox, a partner's cell, and a sticky note. Nothing is tracked, so nothing is measured, so the leak stays invisible. This is the build that replaces all of it with one pipeline.

Find the leaks first Talk it through

How it works

How five places become one pipeline

The CRM is the operational core the other nine sub-services plug into. It is almost always the first thing we build, because automation layered on top of a broken pipeline just moves bad leads faster.

Line-art plumbing diagram carrying a website capture form through new lead, qualification, proposal, contract, and booked stages into one pipeline

We map where inquiries actually enter today

Before any tool is configured we trace every real entry point: the main line, the cell numbers, the web forms, the shared inbox, the referral emails, the DMs. Most firms are surprised by how many there are. You cannot consolidate what you have not counted.

Every channel gets pointed at one pipeline

Each entry point is wired to create or update a single contact record. A caller who later fills in a form is the same person, not a duplicate. Source is tagged automatically at the moment of entry, which is what makes attribution possible later.

Your real stages get built, not a generic template

A law firm pipeline runs new inquiry, contacted, consult scheduled, retainer sent, retained, matter opened. A practice runs something different. We build the stages your firm actually uses so the board reflects reality and your team will keep it current.

Follow-up fires on stage changes, not on memory

When a contact enters a stage, the sequence for that stage starts: email and SMS on a cadence you approve, stopping the moment the person replies or books. Nobody has to remember to follow up on day three, and nobody accidentally sends a fourth message to someone who already signed.

Internal tasks route to the person responsible

High-value or flagged inquiries create a task for a named person with a due time, not a notification everyone ignores. If it is not actioned, it escalates. This is the part that turns a CRM from a filing cabinet into an operating system.

The whole thing is built in accounts you own

Your domain, your numbers, your logins, your data. We configure and operate it. If the relationship ends you keep the pipeline, the history, and the automations, and we hand over the admin credentials. Nothing is trapped in an agency account.

What you get

Everything included in this build

Built in your own accounts, under your own logins. You own the system, the data, and the phone numbers. We operate it.

Most engagements bundle this with 2 to 4 of the other sub-services rather than buying it alone.

Unified sales pipeline with stage automation
Multi-channel follow-up across email and SMS
Calendar booking with confirmations and reminders
Missed-call text-back within seconds
Lead source tagging and attribution
Internal task routing to named owners
Document signing and contract automation
Duplicate detection and contact merging
Native integrations with most existing tools
Stage-change triggers and escalation rules
Full activity history on every contact
Export of all data at any time

Storefront connected to pipework feeding a calendar, a review star, and a records panel, showing the operational plumbing behind a firm

By vertical

The same system, scoped to your rules

The mechanism is the same in every firm. What changes is the script, the disclosures, and what the system is allowed to say or store. That scoping happens before the build, not at review time.

Law firms

A matter pipeline, not a sales funnel

Stages follow the real path from inquiry to opened matter, with a conflicts check built in as a gate before anyone is advanced. Intake notes, the source of the referral, and every message are on one record, which is also what makes a fee dispute or a Bar inquiry answerable later.

Activity history is retained as a record. Fla. Bar Rule 4-5.3 supervision of non-lawyer assistance is a scoping input for what automation may do unsupervised.

Concierge and boutique medical

Scheduling and follow-up without PHI in the wrong place

The pipeline tracks the appointment lifecycle: inquiry, consult, scheduled, seen, follow-up due. Clinical detail stays in the EHR where it belongs. The CRM holds contact and scheduling data only, with the boundary enforced by configuration rather than by staff discipline.

Architected so no protected health information enters SMS or the CRM. A signed BAA and the HIPAA data boundary are set before launch.

Wealth and family offices

A relationship record, not a lead list

Prospect cycles here run in quarters, not days. The pipeline is built for long, quiet nurture with scheduled touchpoints, referral-source tracking, and household grouping, so a principal, their attorney, and their CPA all connect to one relationship rather than three unrelated contacts.

Outbound templates are scoped against SEC Marketing Rule 206(4)-1 and FINRA 2210. No performance language ships in an automated sequence.

Luxury real estate

Listing inquiries that do not die in a phone

Every listing inquiry enters the same pipeline with the property, the source, and the buyer criteria attached. Agents keep their own boards while the brokerage finally gets one view of total inbound, which is usually the first time ownership can see where volume actually comes from.

Sequences are reviewed against fair housing rules. No audience segmentation or copy that touches a protected class.

Aday Interactive, Inc. also builds this for accounting and CPA firms, consulting and advisory practices, architecture and design studios, marketing agencies, hospitality groups, multi-location and franchise operators, e-commerce brands, and B2B SaaS teams. See all industries.

What this does not do

A CRM will not fix an offer nobody wants, and it will not create demand. It makes existing demand visible and stops the leaks, which is a different job. It also is not a one-week miracle for a firm with ten years of messy contact data: we migrate and dedupe what is there, but the cleanup is real work and we scope it honestly. Finally, a pipeline only stays accurate if your team works it. We build for the fewest clicks we can, but adoption is a management decision, not a software feature.

Works with

The sub-services this one pairs with

Booking & Appointment Automation

The calendar layer on the pipeline

Revenue Dashboards & Attribution

Reads what the pipeline records

Database Reactivation

Uses the contacts already in it

See all ten sub-services

One path, four stages

Where is your firm on the path?

Build the foundation. Become a firm AI can cite. Capture every lead. Then adopt AI with senior governance. Most firms enter at the stage that hurts, and each stage builds on the one before it.

1 The foundation