Professional Services
You gave 40 consultations last month. You signed 12.
Intake calls going to voicemail during depositions and tax season. Unsigned engagement letters nobody follows up on. Past clients who would refer you — if anyone stayed in touch. We handle intake, chase every unsigned engagement, and nurture your referral network while your team bills.
Rather just talk it through? — PULSE runs the check by voice, right now.
Find the version built for your trade.
Every firm deals with this
Your intake is leaking clients
Potential client calls at 2 PM — attorneys in depositions, paralegal on another line, receptionist at lunch. Voicemail. That PI case, that estate plan, that business formation — gone to the firm that picked up first. During tax season, it is ten times worse.
Consultations convert but nobody follows up
Great consultation, prospect says "let me think about it," walks out. Nobody sends the follow-up. The engagement letter sits unsigned. Conversion rate running 30-40% when it should be 60%+. That is $200K-500K a year walking out because your highest-paid people are too busy billing to chase.
Your best referral source is collecting dust
Years of closed files. Estate clients who need trust updates. Tax clients who outgrew their entity structure. Insurance clients approaching X-dates. They would refer you — if they remembered you. But nobody has called in two years.
One system. Start with the fastest money.
PULSE Wake — Client Reactivation
Start here. We work your closed-file database — estate clients due for trust updates, tax clients who outgrew their entity, insurance clients approaching X-dates — with outreach that references their history with your firm. Your highest-value referral source is the clients you already served.
PULSE Flash — Speed-to-Lead
A new inquiry gets a personal response in seconds — even mid-deposition or mid-tax-season — so the PI case or estate plan goes to your firm, not the one that picked up first.
PULSE Voice — 24/7 Intake
AI answers every intake call — after hours, during trial, during the Jan-April surge. Gathers the matter, qualifies the inquiry, and triages to the right professional. No voicemail, no lost clients.
PULSE Relay — Consultation & Engagement Follow-Up
After every consult, Relay follows up on the specific matter — addressing fees, offering payment plans, making the engagement letter effortless to sign. Day 1, 3, 7, 14 — a real conversation, not a generic CRM drip.
PULSE Stars — Reviews & Reputation
Asks every satisfied client for a review at the right moment, catches an unhappy one early so you can make it right before it becomes a public one-star, and replies to every review that posts — so your firm's reputation climbs and the next prospect already trusts you.
PULSE Social — Comments & DMs
Answers the comments and messages on your firm's social, so a prospect in your replies doesn't sit ignored. Full content management available if you want us posting too.
Common questions
Law firms — PI, family, estate, business, criminal, immigration. CPA and accounting firms. Financial advisors. Insurance agencies — P&C, life, health, benefits. If you run on consultations and engagements, we fit.
AI intake gathers information and schedules consultations without providing legal advice. Encryption, access controls, and we work with your compliance team on data handling before going live.
Firms typically see consultation-to-client jump from 30-40% to 55-65%. For 30 consultations a month, that is 6-8 additional signed clients.
Clio, MyCase, Lawmatics for law firms; TaxDome, Karbon for CPAs; Redtail, Wealthbox for advisors; Applied Epic, HawkSoft for insurance. Data flows automatically.
Tax season is when intake matters most and capacity is lowest. AI handles the Jan-April surge — new inquiries, scheduling, unsigned engagement letters. After season, it shifts to advisory outreach and planning consultations.
Let's do the math you've been avoiding.
You already paid $125K–$375K to acquire these leads.
23 closed deals × $5K — you're leaving
on the table — today those leads earn you $0, just sitting there.
30% response · 10% booking · 30% close — conservative numbers from real campaigns.
How many signed clients are sitting in your consultation notes?
Talk to PULSE and hear the AI that works your intake, engagements, and dormant client files.