Our Process

You practice. We build.

The whole system, from phones to website intake to CRM to follow-up, designed, built, and managed for you. Here’s exactly what happens, and exactly how little of it lands on your desk.

Book a Call (858) 212-0717

30 minyour time investment for the first call

7integrated systems, delivered as one build

1point of contact from first call onward: Drew

What We Build

Seven integrated systems with one job.

Google presence, reviews, website intake, voice AI, CRM, follow-up, and campaigns. Each one feeds the next, and all of them point at the same outcome: more booked consultations.

Step By Step

From first call to front door.

Talk to Drew, or to Juliette first

Book 30 minutes and tell Drew how clients reach your firm today: where leads come from, where they leak, what a new client is worth. Want a preview before you book? Call the number in our header. The AI receptionist that answers is the product.

Your part: one 30-minute conversation

Get your system blueprint

Drew maps the seven systems onto your firm: which plan fits, what gets built first, what it costs, and what it should produce. It’s specific to your practice, not a template pitch, and there’s no obligation attached. The blueprint is yours to keep either way.

Your part: read it, ask anything, decide

We build while you work

Phone lines connected, AI trained on your services and your video library, website widget installed, CRM configured with your stages and tags, follow-up sequences written in your voice. You answer a kickoff questionnaire and grant access. We handle every technical step.

Your part: a questionnaire and a few approvals

Test it like a client, then go live

Before anything touches a real lead, you call your own AI line, submit test questions through your website, and watch them land in the CRM. We tune wording and routing until it sounds like your firm, then flip it on.

Your part: make a test call, give the green light

We manage, measure, improve

The system runs every day; we watch it every month. Reporting on calls answered, leads captured, and consultations booked, plus ongoing tuning, new campaigns, and one person to call when you want anything changed.

Your part: take the consultations