SEO + GEO for your practice areas
Rank for the services you offer and get cited when people ask AI for a recommendation.
Legal & Financial
Win the right clients. Spend less time on intake.
People choose an attorney, accountant, or advisor based on trust, and they often decide before they ever call. We help firms show up where clients research, qualify inquiries automatically, and present the credibility your work deserves.
- Law firms
- Solo attorneys
- CPA & accounting firms
- Financial advisors
- Insurance agencies
- Tax preparers
The challenges
We know the pressure points.
01
Unqualified inquiries
Hours go to calls that fall outside your practice areas, budget, or location.
02
Slow intake
Prospects wait for a callback, then hire the firm that answered first.
03
Invisible expertise
Your experience is real, but search engines and AI assistants don't surface it.
04
Rules to respect
Every message has to follow professional rules and protect client confidentiality.
What we set up
Practical solutions, working together.
Pick what you need now and add more as you grow.
AI intake assistant
Collects case or service details around the clock and routes qualified inquiries to the right person.
CRM & follow-up
Every lead tracked, with automatic reminders so no consultation slips through.
Consultation scheduling
Prospects book a call in a few clicks, with confirmations and reminders.
Reputation & reviews
A simple, rules-aware process to ask satisfied clients for reviews.
Credibility-first website
Clear practice areas, team bios, and answers that turn research into calls.
Example workflow
What it looks like in real life.
An illustration of how the pieces connect. Every setup is tailored to your tools, hours, and rules.
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Sunday, 9:15 PM
Someone asks an AI assistant for a business attorney in Charlotte, and your firm is recommended.
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Instantly
On your site, the intake assistant asks a few qualifying questions.
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Minutes later
The inquiry is matched to the right practice area and lands in your CRM.
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Monday, 8:00 AM
Your team reviews qualified leads. A consultation is already on the calendar.
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After the engagement
A thank-you and review request goes out, following your rules.
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Every quarter
Past clients get helpful updates that keep your firm top of mind.
Recommended plans
A great place to start.
Setup + monthly
Business Growth
A long-term partner for marketing, automation, and continuous improvement.
Best for: Established businesses ready to grow with one coordinated plan instead of several disconnected vendors.
- Growth audit: website, visibility, reviews, and operations
- 90-day roadmap with clear priorities
- CRM and automation foundation
- SEO + GEO and content
Setup + monthly
AI Customer Connect
Answer every customer quickly, even when you're busy or closed.
Best for: Service businesses that miss calls, answer the same questions all day, or lose leads to slow response times.
- AI website chat trained on your services, policies, and FAQs
- AI receptionist for calls and after-hours coverage
- Booking or quote request integration
- Conversation reviews and ongoing tuning
FAQ
Questions, answered.
Don't see your question? Ask us during your free consultation.
Can an AI assistant handle sensitive client information?
We design intake to collect only what's needed to qualify and route an inquiry, use reputable tools, and follow your confidentiality and compliance requirements. Anything that needs legal or financial judgment goes to a person.
Is marketing allowed for regulated professions?
Yes, within the rules that apply to your profession. We keep claims factual, avoid promises about outcomes, and adapt messaging to your compliance guidelines.
Also featured
Healthcare Practices
Fuller schedules, fewer no-shows, and a smoother patient experience.
- New-patient websites
- Appointment reminders
- Reputation management
- After-hours inquiries
Let’s talk.
Tell us about your business and what you'd like to improve. We'll come back with ideas and clear next steps.
Free, no-obligation conversation. Based in Charlotte, NC — working with businesses across the US.