












Mohit and his team have been helping us with our marketing for the last 3 months and we have been incredibly impressed. His professionalism and work ethic are top notch and it is clear that he cares deeply about all of his clients. I fully recomend him for your company's outsourced marketing needs
























It covers pre-engagement enquiry handling through your agreed engagement or handoff point: routing, appointments, approved follow-up and staff ownership. Internal matter delivery and post-engagement document or operational workflows belong in Practice Systems & AI Implementation.
Not necessarily. Discovery starts with your current process and tools. We assess whether the agreed workflow can be supported before proposing a change. Any new subscription, migration or additional implementation requires an explicit scope and quote.
Feasibility depends on the tools, available interfaces, permissions and subscription plans. We check those conditions before agreeing a connection. The presence of a tool logo on this page is not a promise that every integration is available.
No. Voice or AI features are considered only where they suit the specific task and can be tested. The project scope defines any such feature, required staff or lawyer review and the associated software, messaging or telephony charges.
We need intake rules, business hours, staff owners, existing tool details and approved communications. Your firm supplies authorised access and suitable sample data, defines suitability and conflict-check responsibilities, and participates in testing and handover.
Your lawyers retain decisions about professional obligations, advice and accepting a matter. Your firm defines the human review points and what information may be used. A technical workflow does not itself establish privilege, confidentiality or professional compliance.
We agree representative cases covering expected steps, incomplete information and exceptions. A demonstration can use sample data with clear pass/fail checks. It shows the behavior under those conditions, rather than claiming fictional client results or perfect handling of every future case.
Where your records support it, we establish a baseline for response time, follow-up completion, appointments and intake-stage progression. Missing information is disclosed. A process change is not a guarantee of booked consultations, suitable enquiries or retained matters.
After discovery, the quote confirms deliverables, included changes, testing, client responsibilities, handover and price. Third-party software, messaging and telephony costs are separate unless expressly included. Additional workflow changes need their own agreement.
Your staff receive the agreed operating instructions and training. Monitoring, maintenance and further changes can be covered by a separately scoped support arrangement. Ongoing support is optional rather than automatically included without defined limits.