OptimoAI Basic Package

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

$35,000.00

Included AI Automation Projects (7 Total)

  1. 24*7*365 AI Receptionist that takes Intake of 30+ Law Specialities and Appointment Scheduling (A Lead is never Missed)Intake Automation Project: Captures new client info, updates Airtable CRM, notifies attorney. Outbound Call Agent
  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.

Delivery Timeline

  • Phase Timeframe
  • Discovery & Setup Week 1
  • Flow Deployment Week 2
  • Training & Handover End of Week 2
  • Support Go-Live Week 3 onward

Outcome for Client

  • 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

Basic vs Premium vs VIP Suite Comparison

Feature / Metric Basic Premium VIP Suite
Price Estimate ~$35K ~$125K+ Custom (Enterprise)
Firm Size Ideal Solos / 1–3 attorneys 5–20 attorneys Large teams / multi-practice firms
Included Automations 7 core workflows 25+ advanced workflow projects 50+ specialty automations
Intake + AI Receptionist 24×7 AI intake & scheduling Expanded workflows Full intake & specialty flows
Conflict Checks
Reminders & Follow-ups Advanced
Drafting & Review Support ❌ Included Extensive
Court Filing / Evidence Projects ❌ Multiple Extensive
Specialty-Specific Projects ❌ Some Deep coverage
Delivery Timeline ~2–3 weeks ~4–6 weeks Custom rollout
Hours Saved (Estimate) ~35+ hrs/week (~1,680+ hrs/year) ~50–80 hrs/week (~2,400–3,840+ hrs/year) ~100+ hrs/week (~4,800+ hrs/year)
Estimated ROI ~5–10× annual value ~8–12× annual value 12×+ enterprise-level savings
Primary Benefits Automates core admin tasks Scales workflows across teams Deep automation across specialties
Best For Reducing 5–6 hrs/day admin work Firms needing broader automation Complex multi-practice firms

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