⚖️  Law Firms

Stop losing clients
to whoever answered first.

You went to law school to practice law. Not to manage intake callbacks, chase unsigned retainers, and explain your hours to clients who called twice and got voicemail both times.

Every missed call is a potential client calling your competitor. Every slow follow-up is a retainer that didn't get signed. These are fixable problems.

Does any of this sound familiar?
Missed calls becoming missed clients
A potential client calls. Gets voicemail. Calls the next firm. Signs with them. You never knew they tried.
An AI that answers in seconds doesn't lose clients to whoever picked up first.
Intake is a manual, billable-hour drain
Staff time spent collecting basic client info, scheduling consultations, and chasing intake forms is time nobody's billing for.
Your paralegal's time is worth more than intake form follow-up.
Business development is an afterthought
Referral sources, corporate prospects, high-value clients — you know who you should be cultivating. Finding time to do it strategically is another story.
RapportRadar builds the brief before the meeting. You walk in already knowing the room.
Follow-up falls through the cracks
A prospect consults, doesn't retain. You mean to follow up. Six months later they retained someone else for a matter you could have handled.
Automated follow-up sequences don't forget. They also don't have three depositions that week.
21 Years Navy Command · Combat Veteran · 24/7 Client Intake · Billable Hour Protection · Real Humans Included

What we fix

The operational gaps that
cost you clients daily.

We treat your firm the way a good attorney treats a case: understand the facts before making any recommendations.

01
Potential clients lost before you meet them
Most people contacting a law firm call two or three. They go with the first one that responds helpfully. If that's not you — because your phone rang at 8pm or your staff was in a meeting — the client is gone.
The Anytime Agent answers every call, qualifies the prospect, and schedules the consult. You meet with people who are already ready to retain.
02
Staff time wasted on pre-billable intake
Collecting client information, verifying conflicts, scheduling consultations, sending intake forms, chasing signatures — all necessary, none of it billable, and all of it eating your team's capacity.
Automated intake handles the collection. Your staff handles the relationship.
03
Business development with no system
You know you should be cultivating referral sources and targeting corporate clients. The strategy is usually "lunch when I can schedule it." RapportRadar turns prospecting into a disciplined process.
Walk into every business development meeting already knowing who's across the table and exactly how to approach them.
04
Post-consultation follow-up is manual
A prospect has a consultation. Doesn't retain immediately. Your follow-up depends on someone remembering to send an email during a week that includes two trials and a closing.
Automated sequences follow up at the right intervals. You get retained when they're ready. Not after they've gone elsewhere.

The SBD Ops Engine — for law firms

Multiple Tools.
One System.

Not off-the-shelf products bolted together. Configured for your firm and wired into each other so everything actually works as a system.

Anytime Agent
24/7 client intake — never lose a prospect to voicemail again

The Anytime Agent answers every call, qualifies every prospect, and books every consultation — automatically. A missed call gets an instant text-back. Your practice is always open, even when you're in court.

  • AI voice agent — inbound calls answered 24/7Natural-sounding, professional intake conversations
  • Missed-call text-back — instant SMS responsePotential client gets a response within seconds, not days
  • Preliminary intake qualificationBasic matter screening before it hits an attorney's calendar
  • Consultation booking — straight to your calendarNo scheduling back-and-forth, no holds, no lost leads
  • CRM included if you need oneUnlimited contacts, pipelines, and user seats
  • Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required

It will not draft your briefs. That is still very much your job. It will make sure the right clients get to you in the first place.

🛠️
SBD Ops Engine
Smart CRM + automations that protect billable hours

Your CRM should work for your firm. The Ops Engine wires AI into your client workflows — scoring prospects, routing matters, automating follow-up sequences, and surfacing the right action at the right moment. No babysitting required.

  • AI-powered prospect scoring & matter routingHigh-value matters surface automatically, routed to the right attorney
  • Automated intake & pipeline managementNew contacts tagged, screened, and moved through intake automatically
  • Post-consultation follow-up sequencesTimed follow-ups that don't depend on anyone remembering to send them
  • CRM included if you need oneUnlimited contacts, pipelines, and user seats

In the Navy, undocumented processes cost lives. In a law firm, they cost retainers. Let's document them.

Part of the SBD Ops Engine

RapportRadar™
Deep Prospect Intelligence

Most research tools tell you what someone did. RapportRadar tells you who they are — five behavioral frameworks plus live data scraping. Then it writes your outreach matched to how that specific person actually responds.

The behavioral profile feeds directly back into the Anytime Agent chatbot — so every subsequent interaction automatically mirrors that person's communication style. The more contacts you profile, the smarter your entire system gets.

DISC Assessment
Dominance, Influence, Steadiness, Conscientiousness — how they communicate and decide
Big Five (OCEAN)
Openness, Conscientiousness, Extraversion, Agreeableness, Neuroticism — from their digital footprint
MBTI
16 personality types revealing how someone processes information and makes decisions
Enneagram
Core motivations, fears, and internal drives that influence buying and giving decisions
SWOT Analysis
Complete strategic overview of the prospect — strengths, weaknesses, opportunities, and threats
The Deep Dossier™ includes
Full behavioral profile across all five frameworks
Pre-written email, call script & text — each matched to their behavioral style
Capacity estimate and background summary
Recommended approach, timing, and ask strategy
Chatbot interaction style auto-adjusts to match their profile on every future touchpoint
The Feedback Loop

Every profile you run makes your Anytime Agent smarter. The communication modifier from each Deep Dossier is pushed back to the voice and chat agent — so when that person calls again, the AI already knows how to talk to them. Your system gets more intelligent with every interaction.

Walk into every important conversation already knowing who's across the table. Your most experienced person, briefed in minutes, not weeks.

SBD AI
Reaction Control
Sequencer
RCS
Included in every plan

Maintain Command with the SBD AI Reaction Control Sequencer (RCS).

Never worry about your AI giving out outdated information. With the RCS, you can instantly update your agent's knowledge base with the click of a button. Running out of today's special? Changing your holiday hours? Type it in, and your AI adapts its conversations in real-time. Total control, zero coding required.

What's included

See exactly what
you're getting.

Feature
AI Launch
$597/mo
AI Growth
$997/mo
AI Command
$2,795/mo
AI Ascent
$4,995+/mo
Setup Fee — Non-Profit / Mission-Driven
$2,795 $1,995
$3,795 $2,995
~$5,995 ~$4,995
Custom
Setup Fee — For-Profit
$2,795
$3,795
~$5,995
Custom
CRM — Unlimited Contacts & Pipelines
Unlimited User Seats
AI Voice Agent — 24/7 Inbound Calls
Missed-Call Text-Back & 2-Way SMS
Website Chat-to-Text Widget
Appointment Booking
Intelligent Intake → CRM + Tags
Unified Inbox
Reaction Control Sequencer (RCS)
AI-Powered Onboarding
Reputation Manager
RapportRadar™ / Deep Dossiers
100/mo
250/mo
500/mo
Monthly Prospect Delivery
50/mo*
150/mo*
Custom*
Omnichannel Outreach Sequences
10/mo
50/mo
100+/mo
Automated Debrief
Lead Reactivation Sequence
Chatbot Behavioral Adaptation
Account Monitor
100/mo
500+/mo RT
Target Acquisition
Newsfeed Signal Monitoring
Real-Time Alerts + Priority Support
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers: For-Profit $3.00 (Launch) or $1.50 (Growth) / Non-profit $1.95 (Launch) or $1.00 (Growth) each. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.

Choose your plan

Straightforward pricing.
No surprises.

All four plans include full configuration, integration, and testing before handoff. The difference is scale — how much intelligence and automation do you want working for you?

Starter
AI Launch
Intelligent automation to start taking things off your plate
$597 / month
One-time setup fee: $2,795
What's included
AI Voice Agent — 24/7 inbound call handling
Missed-call text-back — instant SMS response
2-way SMS / AI chatbot
Website chat-to-text widgetConverts website visitors to SMS conversations
Appointment booking — straight to your calendar
Intelligent intake → CRM with tagsWho called and why, captured automatically
Unified inboxSMS, email, website chat, and social DMs in one place
CRM — unlimited contacts, pipelines & seats
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
AI-powered onboarding
Get Started with AI Launch
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Most Popular
AI Growth
Full-scale automation — let AI take everything it can handle
$997 / month
One-time setup fee: $3,795
Everything in AI Launch:
AI Voice Agent — 24/7 inbound call handling
Missed-call text-back — instant SMS response
2-way SMS / AI chatbot
Website chat-to-text widgetConverts website visitors to SMS conversations
Appointment booking — straight to your calendar
Intelligent intake → CRM with tagsWho called and why, captured automatically
Unified inboxSMS, email, website chat, and social DMs in one place
CRM — unlimited contacts, pipelines & seats
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
AI-powered onboarding
PLUS
AI Growth Adds
Reputation ManagerAutomated review requests + AI response to incoming reviews
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
Get Started with AI Growth
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Command
AI Command
Systematic intelligence and outreach at real scale
$2,795 / month
One-time setup fee: ~$5,995
Everything in AI Growth:
AI Voice Agent — 24/7 inbound call handling
Missed-call text-back — instant SMS response
2-way SMS / AI chatbot
Website chat-to-text widgetConverts website visitors to SMS conversations
Appointment booking — straight to your calendar
Intelligent intake → CRM with tagsWho called and why, captured automatically
Unified inboxSMS, email, website chat, and social DMs in one place
CRM — unlimited contacts, pipelines & seats
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
AI-powered onboarding
Reputation ManagerAutomated review requests + AI response to incoming reviews
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
PLUS
AI Command Adds
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
Get Started with AI Command
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Ascent
AI Ascent
Real-time intelligence. Full-scale activation.
$4,995+ / month
One-time setup fee: Custom — scoped to your needs
Everything in AI Command:
AI Voice Agent — 24/7 inbound call handling
Missed-call text-back — instant SMS response
2-way SMS / AI chatbot
Website chat-to-text widgetConverts website visitors to SMS conversations
Appointment booking — straight to your calendar
Intelligent intake → CRM with tagsWho called and why, captured automatically
Unified inboxSMS, email, website chat, and social DMs in one place
CRM — unlimited contacts, pipelines & seats
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
AI-powered onboarding
Reputation ManagerAutomated review requests + AI response to incoming reviews
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
PLUS
AI Ascent Adds
RapportRadar™ Deep Dossiers — 500/monthOverage: $3.00 each (FP) | $1.95 each (NP)
Monthly Prospect Delivery — custom volumeScoped to your market and target criteria
Omnichannel Outreach — 100+ sequences/month
Real-Time Intelligence
Account Monitor — real-time alerts on 500+ contactsFires same day — job change, funding, wealth signal detected
Newsfeed signal monitoringLinkedIn, news, social — know when your prospect makes the news
White-Glove Service
Priority support + dedicated optimizationDirect line, fastest response, monthly strategy review
Custom workflow builds includedWe build it. You run it.
Get Started with AI Ascent
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Premium Coaching
Limited Availability

Premium Coaching
(with a real-life Human)

When the problems feel bigger than just software fixes.

For leaders who want to not only fix their processes and systems, but who want to show up differently — in their business and in their life.

Premium coaching goes beyond operations. It's high-level accountability, one-on-one coaching, and the kind of honest conversation most consultants won't have with you. This is not for the faint of heart.

This is for the people who are done playing small.

What's included
Commander's Intent — clear goals, clear ownership
Role definition and accountability structure
Strategic growth planning and positioning
Ongoing advisory — not a quick fix nor a one-time PowerPoint and a goodbye

The Navy required a lot of PowerPoint. A lot. AI handles that part now — so we can spend our time on the things that actually move you forward.

Pricing is custom based on scope. Start with a free consultation.
Inquire About Premium Coaching

The process

Four steps.
No surprises.

1
Intel Assessment
We look at what you have, what's broken, what deserves saving, and what should probably just be put out of its misery.
Translation: a real conversation, no sales pitch.
2
Commander's Intent
We define where you want to go and agree on what success looks like for your firm specifically.
Translation: same page before we touch anything.
3
Deploy the Engine
We build, configure, and launch your system. You see results, not deliverables.
Translation: we do the work. You see the difference.
4
Sustainment
Ongoing optimization and a real human to call when something acts weird. We stay involved — that's the point.
Translation: we don't vanish after month one.

Your clients deserve
to actually reach you.

Free consultation. We'll show you exactly what's leaking — and how fast we can fix it.

No commitment. No jargon. No prior authorization required.

Book your intel assessment →