OBA
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Lawyers

The consult, the retainer, and the documents in one pipeline.

Starter system: Consults, retainers, and documents

What the first month looks like.

  1. Day 1

    Complimentary onboarding

    We set the domain, email, and the account bits you need, so you’re not staring at a blank screen all week.

  2. Days 2–5

    Your first workflow

    Booking and the follow-up get connected. A tutorial sits next to you if you’d rather click it yourself.

  3. Week 2

    First system live

    A live session. One real system, running in your account. You’re in the seat.

  4. Weeks 3–4

    Move what you still need

    Contacts, courses, community. Bring them over before you cancel the old tools. The guides are included.

  5. Every week

    Build the next thing

    Office hours, the community, the next template. We stay. You keep the login.