Basic Package Projects

---

OptimoAI Basic Package – $35K

Solo attorneys or firms with 1–3 attorneys who want to automate their top 7 repetitive legal workflows and reclaim 5–6 hours/day.

1 Intake Automation Project: Captures new client info, updates Airtable CRM, notifies attorney.

2 Conflict Checker Project:  Checks new cases against existing client database for conflicts.

3 Missed Call Project:  Automatically sends SMS to missed call leads with Intake form

4 Weekly Case Updates:  Automatically sends weekly case updates.

5 Case closure Flow Auto-generates case closure docs

6 Appointment Reminder Emails/SMS reminders to clients with scheduling options.

7 Client Onboarding Flow Sends onboarding docs, e-sign packets, and welcome emails. 

All flows include integration with:

•  CRM (Clio, Lawmatics, Zoho, etc.)
   
• Google Workspace (Docs, Sheets, Drive)
   
• Email or SMS via Gmail/Twilio/OpenPhone
   

Category        Deliverables 

Google Drive Templates Legal doc templates (Motion, Conflict Memo, Onboarding Packet)

CSV Templates: Structured client & case management tables for CRM

Flow Documentation Flow setup screenshots + step-by-step PDF for each flow

Google Drive Templates Legal doc templates (Motion, Conflict Memo, Onboarding Packet)

Paralegal Training Manual (DOCX): Step-by-step use of the 7 flows + sample cases

Video Walkthroughs:1–2 minute demos for each flow (optional add-on)

Help Desk Guide: How to request flow changes or support

Quick Reference Cards: How to run flows from make.com manually  

• 1 Live Training Session (60–90 mins) for up to 5 staff/paralegals
   
• Covers onboarding flows, case entry, conflict checking, and document review
   
• Includes Q&A and recorded session for later use
   
• Optional 1:1 shadowing add-on ($500/session)
   

ServiceDetails: Retainer (Recommended):$2,500 per month

Support Model: Email + Slack channel (shared or private)

Coverage: Bug fixes,monitoring

Turnaround Time: Critical fixes: <24 hours, Normal: 72 hours

Monthly Check-In: Review performance, propose improvements

Logging Dashboard: Shows automation history, errors, usage metrics  

Phase  Timeframe

Discovery & Setup Week 1

Flow Deployment Week 2

Training & Handover End of Week 2

Support Go-Live Week 3 onward  

• 35+ hours saved per week
   
• Seamlessly automated intake, conflict checks, and Appointment Remainders, Case updates
   
• Consistent, error-free paralegal workflows
   
• No missed deadlines
   
• Peace of mind with built-in logging and support