Professional services
Foreman answers the inquiry, asks the intake questions you wrote, books the consultation from your calendar and follows up on the engagement letter that is sitting unsigned.
Alder & Finch Law, example
5 conversations Foreman handles for a firm like yours, in your voice, written into the system you run. Pick one.
I was rear-ended on Tuesday and the other driver's insurance keeps calling. Do I need a lawyer?
Sorry to hear that. A free 20-minute consult with an attorney will answer that. Were you seen by a doctor or urgent care after the crash?
Yes, urgent care the same day. Neck and back.
Thank you. Attorney Finch has Thursday 10:00 AM or Friday 3:30 PM, by phone or in the office. Which works?
Friday 3:30, phone is fine.
Booked: Friday 10/10 at 3:30 PM, phone consult with attorney Finch. Until then, do not give a recorded statement to the other insurer. Have the police report number handy if you have it.
Sent as iMessage. Blue bubbles from a real number, text message for Android.
I need a lawyer for a contract dispute with a former business partner.
We can help with that. 3 quick questions so the attorney is prepared: the other party's name, roughly the amount in dispute, and whether anything has been filed in court yet.
Daniel Meyer, about $140,000, nothing filed.
Thank you. No conflict on our side. A 30-minute consultation with Ms. Finch is $250, credited to your retainer if you engage us. Tuesday 10/13 at 10:00 AM or Wednesday 10/14 at 3:00 PM?
Tuesday 10.
Booked: Tuesday 10/13, 10:00 AM with Ms. Finch, in person or by video, your choice. Please bring the partnership agreement and any written demands.
Hi Karen, Alder & Finch. The engagement letter from Thursday is still unsigned. Any questions about the scope or the retainer before you sign?
Just need to confirm the retainer is refundable if unused.
It is, per section 4. Unused funds are returned at the close of the matter. The signing link is in the next text.
Signed.
Received at 9:40 AM. Ms. Finch will reach out today with next steps.
Do you take new clients for taxes? S corp plus personal.
Yes. S corp plus personal starts at $1,800. Onboarding calls are 30 minutes: Thursday 10/15 at 2:00 PM or Friday 10/16 at 11:00 AM.
Friday 11.
Booked: Friday 10/16, 11:00 AM with Dana. The document checklist is in the next text.
Any news on the demand letter? It has been 2 weeks.
The letter went out 10/1 and the other side has until 10/15 to respond. Ms. Finch will call you the day a response arrives, or on 10/16 if none does.
Ok thank you.
Where firms lose money, and what Foreman does
The numbers are worked examples to show the shape of the leak, not results. Your own numbers come from your calendar and your phone log on the setup call.
Consultations during consultations
Example: A 3-attorney firm that misses 4 inquiries a day, where 1 would have engaged at a $3,000 retainer, is looking at about $3,000 a day that went to the firm that answered.
Foreman: Foreman answers in under a minute, runs the intake questions you wrote, screens for conflicts against your client list, and books the consultation from your calendar.
Unsigned engagement letters
Example: Half of engagement letters that are not followed up within a week are never signed.
Foreman: Foreman follows up on day 2 and day 5, answers scope and payment questions you allow, and tells you the moment it is signed.
Status calls
Example: Status questions take an hour of a paralegal's day and produce nothing billable.
Foreman: Foreman answers from the matter status you keep, within the limits you set, and routes anything substantive to the attorney.
Referrals and reviews
Example: Professional firms live on referrals and rarely ask for them.
Foreman: Foreman asks at the close of the matter, in your voice, and sends the review link to the people who say yes.
Works with what you run
Clio Live
MyCase Live
PracticePanther Live
Lawmatics Live
Smokeball Live
CosmoLex Live
Calendly Live
Microsoft Bookings Live
Microsoft 365 Mail Live
Gmail Live
QuickBooks Live
Avvo On request
Google Local Services Ads Live
Google Business Live
HubSpot LiveLive: we connect during setup. On request: calendar sync, email parsing or a shared inbox, and we tell you what that covers. Logos belong to their owners and indicate integrations, not endorsement.
The Monday text
Every Monday at 7:00 AM, one text with the numbers a firm owner actually checks. The dashboard has the rest if you want it. You never have to log in.
Monday 7:00 AM, Alder & Finch Law, example
Questions firm owners ask
No. It asks the intake questions you wrote, states your fees and process, and books the consultation. Anything substantive goes to you, and the text says so.
It checks the names the prospect gives against the client and adverse party list you keep in Clio, MyCase, PracticePanther or a sheet, and flags matches for you. The final call is always yours.
Texts are stored in your account, encrypted, and visible only to the roles you allow. We tell prospects not to send confidential details by text until they are a client.
Yes, through your own payment processor. The link goes out with the booking, and the slot is held until it is paid, if that is your policy.
Yes. The same intake, booking and follow-up, with your questions and your fee schedule.
Yes. Existing clients get status answers and scheduling. Prospects get intake. Each has its own rules and tone.
Pricing
A 20 minute call. We connect your calendar and phone line, you watch it answer a test lead.