Solo Practice
Running your practice alone?
We become the employee
you can’t afford.
You answer your own phone. You schedule your own appointments. You send your own invoices. You do your own billing. And the follow-up, the newsletter, the referral thank-yous — those just don’t happen, because there’s nobody to do them.
That’s not a character flaw. It’s a structural problem. And it has a structural solution.
You didn’t go to law school to be your own IT department, marketing team, and billing clerk.
What Should Be Automatic
What you’re doing yourself
that should just happen.
These tasks aren’t getting done because you’re neglecting your practice. They’re not getting done because you’re doing every other part of your practice yourself, and there are only so many hours.
Answering your own phone
Online booking means clients self-schedule 24/7. Consultations book while you're in a meeting — or asleep.
Managing your own calendar
Appointment confirmations, reminders, and reschedule options are automated. No-shows drop from 25% to under 5%.
Sending intake forms manually
Intake forms go out automatically when a consultation is booked. Responses flow directly into your contact record.
Creating and chasing invoices
Flat-fee invoices generate automatically when a matter is confirmed. Three-tier payment reminders run without you.
Staying in touch with past clients
Follow-up sequences go out automatically after every matter closes — thank-you email, satisfaction survey, and re-engagement campaigns. You stay top-of-mind without touching it.
Asking for Google reviews
Post-matter satisfaction surveys run automatically. Clients who rate 9-10 are prompted to leave a Google review. Others aren't.
Tracking where referrals come from
Every contact is tagged with their referral source. At year-end: a report showing which CPA sent you the most business.
Knowing how your practice is doing
A dashboard with your active matters, pipeline, outstanding invoices, and referral sources — without building a spreadsheet.
What Changes
A practice that runs
when you’re in a meeting.
A potential client finds your website at 10pm. They book a consultation. They receive a confirmation, a reminder the day before, and an intake form to fill out in advance. You arrive at the appointment with their information already in your system.
The engagement letter goes out for e-signature. They sign. The invoice generates. The matter opens. Three months later, the work is done, the thank-you email goes out, and a review request follows seven days after that.
After the matter closes, the follow-up sequence runs on its own — thank-you email, satisfaction survey, Google review invitation, and a re-engagement touch on the schedule you set. You stay connected without lifting a finger.
You didn’t think about any of that. The system did.
Intake-to-signed in one workflow
Form → contact → engagement letter → e-signature → matter opened → invoice generated.
Client follow-up on autopilot
Post-matter thank-yous, satisfaction surveys, and Google review invitations go out automatically. Past clients stay connected to your firm.
Referral sources tracked automatically
Every contact tagged with where they came from. Year-end: a report showing which CPA sent you the most business.
Invoices that chase themselves
Three-tier automated reminders: friendly, firmer, final. You get paid. You don't follow up.
Google reviews without asking
Satisfaction survey fires after every matter closes. Happy clients get a review link. Unhappy ones get your direct attention.
A professional website that validates your referrals
Your CPA sends a client who Googles you. What they see should match who you are.
Pricing
$399/month.
That’s less than hiring
a part-time assistant
for one day.
One price. Everything included. Website, booking, intake forms, CRM, invoicing, email marketing, client portal, and every automation described on this page.
No contracts. You own everything. If you leave, your data exports cleanly and you keep it.