Thank you for requesting a free marketing audit! (high spenders, more tech)


Are you spending too much on overlapping services and ready to modernize your firm’s technology? Let’s chat!

I hope to have the opportunity to speak with you. If so, we will briefly review your pain points and what technology and systems you are using. I will then give you an overview of opportunities you are missing to modernize and automate your technology and eliminate overlapping services, all while trimming your current spending. These will be proven techniques we have already implemented and that are now working at law firms like yours.

Through our comprehensive cost-saving and efficiency audit, we recently uncovered more than $14,000 per month in fruitless tech and systems spending by Orange County probate attorney Phil Lemmons. After implementing our tools and processes, his firm is running like a well-oiled machine and he’s saving thousands of dollars every month.

— Travis Hise, President

Contact me on my cell phone: (714) 369-7356 or

With automation, we can help you handle more business without adding staff or reducing service 8 ways:
1. Modernize technology and reduce overlapping services: 

  • Migrate to cloud. Dump antiquated servers
  • Trim unneeded tech spending
  • Automate aspects of standard communication and business functions
  • Evaluate and refine all technology and automation

Automation2. Improve firm’s internal collaboration and integration

  • Migrate to Google Suite
  • Train firm in use

3. Automate administrative tasks:

  • Implement James’ Legal CRM
  • Train and support firm’s staff on use

4. Streamline document assembly:

  • Set up merge fields on selected forms
  • Draft email templates

5. Reduce manual handling of information requests from clients:

  • Set up automated help desk and ticketing system
  • Draft FAQs, articles, notes, and important information
  • Draft canned responses for inquiries with specific keywords
  • Train and support firm’s staff on use

6. Continuously streamline and improve these critical business factors:

  • Lead flow
  • Prospect conversion
  • Document assembly
  • Client communication
  • Firm’s use of best business practices

7. Nurture unconverted leads:

  • Produce and brand 100-page book
  • Create shock-and-awe package (postal mailing costs extra)
  • Provide and automate drip series with beefy FAQs and educational pieces

8. Increase referrals with online reviews:

  • Automate the solicitation and pre-screening of reviews with proprietary software

If you’re ready to modernize your technology and reduce overlapping services, I would love to chat.

Contact me on my cell phone: (714) 369-7356 or