Premium Package Projects

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Ideal for:
Law firms with 10–20 attorneys or growing teams who want to automate repetitive workflows, standardize processes, and reclaim 5–6 hours of billable time per attorney, per day.

#ProjectDescription

1 Intake Automation:  Captures client data, updates CRM, and notifies attorney

2 Conflict Checker: Automatically checks parties against internal DB

3 Missed Call Follow-up: Sends SMS with intake link for missed calls

4 Case Updates: Weekly updates sent to clients with CRM logging

5 Case Closure Flow: Auto-generates closure docs & archives files

6 Appointment Reminders: Sends SMS/Email reminders with scheduling options

7 Client Onboarding Flow: Sends e-sign packets, documents, and welcome email

8 AI Research Topic: Auto-drafts legal memos from prompts

9 AI Transcript Summarizer: Converts transcripts into digestible case texts

10 Referral Flow Tracks and automates internal referrals

11 Post-Consult Follow-Up: Sends notes and triggers intake/next steps

12 Client Portal Setup: Secure portal for case updates & documents

13Lead Nurture Project:  7-day drip sequence to convert new leads

14 DocuSign Project: Auto-generates signature-ready docs

15 Court Filings Workflow: Handles filing deadlines & tasks

16 Discovery Request Flow: Tracks and manages discovery tasks

17 Draft Pleading Generator: Auto-generates tailored pleadings

18 Payment Tracker: Monitors payment statuses and follow-ups

19 Evidence Request Project: Auto-emails clients for missing evidence

20 Unpaid Invoice Follow-up: Emails/texts to clients to settle invoices

21 Monthly Payment Reminders: Recurring reminders for payment plans

22 BD Outreach Project: Tracks leads & outreach for firm growth

23 Drafting & Review :AI Drafts docs and logs version history

24 IT Systems Update Flow: Monthly automation health check-in

25 In-Person Serving FlowTracks service timelines & logs events  

• Airtable or CRM: Clio, Lawmatics, Zoho, etc.
   
• Google Workspace: Docs, Sheets, Drive
   
• Email/SMS: Gmail, Twilio, OpenPhone
   
• DocuSign, Calendly, Make.com, Slack or Microsoft Teams
   

CategoryitemsGoogle Drive TemplatesMotion templates, onboarding packet, conflict memo, etc.Structured CSV TemplatesStandardized case & client table formatsMake.com Flow DocumentationScreenshot guides + step-by-step usageSystem Integration MapsVisual flow context diagrams (optional)  

• Paralegal Training Manual (.docx) – Step-by-step guide per flow
   
• Quick Start Cards – Visual one-pagers to run flows instantly
   
• Recorded Training Session – 60–90 minutes for up to 5 staff
   
• Optional: 1:1 shadowing sessions @ $500 each
   

• 1 Live Training Session (60–90 mins)
   
• Covers Intake, Conflict Check, Appointment Reminders, Client Updates
   
• Personalized Q&A
   
• Training recording and documentation included
   

FeatureDetailsRetainer Plan$10,000/month (after deployment)Support ChannelEmail, Slack (private/shared)CoverageBug fixes, monitoring, enhancementsSLACritical issues resolved within 24 hoursMonthly Check-InUsage review + improvementsLogging DashboardView automation runs, errors, and outcomes  

PhaseDuration

Discovery & Credential Setup Week 1–2

Flow Deployments (4 per month) Week 3–24

Training & Handover Week 24–25

Support Activation Week 26 onward  

• 50+ hours saved per week/ across attorneys and staff
   
• Consistent client experience
   
• Zero missed deadlines
   
• Up to 80% cost reduction in routine workflows
   
• Peace of mind with AI-driven accuracy and compliance
   

Ready to transform your practice?
Schedule a 30-minute demo at sasi@optimoai.io