▶ Thu 5:20 pm · criminal matter · referred elsewhere, as instructed
Engagement letters followed up Front Desk + Revenue
After a consultation, every unsigned engagement letter gets a reminder until the person decides.
Person
Matter
Fee
Status
A. Desai
Home purchase
$1,650
Signed after 1st reminder
S. Leclerc
Wills and powers of attorney
$1,200
Reminder 1 sent Fri
B. Osei
Commercial lease review
$900
Wants a call Monday
Two partners
Shareholder agreement
$3,500
Chose another firm
Unsigned letters: $2,100 · Signed this month: $1,650
Reviews and reminders Front Desk + Revenue
A review request when a file closes, and a reminder when documents should be revisited.
When the file closes
Thank you for trusting us with your purchase. A quick review helps others find us: review.example/go (sample)
This quarter: 26 requests sent · 8 reviews received · average 4.8 stars
Review your will
Hi Marie, it has been five years since your will was signed. A short review is a good idea: book.example/visit (sample)
Clients due for a review: 64 · already booked: 9
Intake and conflict checks Full Office
New matters checked for conflicts and routed to the right lawyer. Added after go-live, one step at a time.
Lawyer
This week
New matters
Waiting
Real estate
Purchases, sales, refinances
8
0
Wills and estates
Wills, estates
5
1 conflict check
Business
Leases, incorporations
3
1 conflict check
Time, billing and trust Full Office
Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.
Time recorded this week
Lawyer 1
31.5 h billable
Lawyer 2
27.0 h billable
Clerk
34.0 h
Billing
Accounts sent this week
14 · $21,300
Paid
9 · $13,750
Reminded at 30 days
3 · $4,100
From consultation to client
Real estate
78% retained
Wills and estates
64% retained
Business
41% retained
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Every post is approved by a lawyer before it goes out: Law Society marketing rules apply. No case results, no client stories. Replies and messages come back to your queue.
Day
Where
Draft post
Status
Mon
LinkedIn
Buying your first home: the three dates that matter between the offer and the closing.
Waiting for approval
Wed
Google Business Profile
Consultations by phone or in person, in English and French.
Approved, scheduled
Fri
LinkedIn
Incorporating in Ontario: what to decide before you file.
Draft
Networks set up for this trade: Google Business Profile, LinkedIn, Facebook. You choose them, the rhythm and the subjects on your settings page.
A call, word for word Front Desk
A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.
Thank you for calling Harbourview Law, this is Sam. In general terms, what is it about? Please do not share confidential details on this call.
We are buying our first house and need a lawyer for the closing.
Congratulations. That is something the firm handles. When is the closing date?
In about six weeks, in Oakville.
Thank you. Your name, a phone number and an email? And the name of the seller if you have it, for our conflict check.
Anita Desai, 905-555-0127, anita@example.com. I do not have the seller's name yet.
No problem. I can offer a consultation Wednesday at 2 pm or Friday at 3 pm, by phone or in person.
Wednesday, by phone.
Noted: Anita Desai, home purchase, consultation Wednesday at 2 pm by phone. It is confirmed once the conflict check is done, and you will receive an intake form.
Try it yourself: go back to the site and press the round button.
Your settings page
Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.
1. Your site
Company
Harbourview Law
Cities you serve Please check
Oakville, Burlington, Mississauga, Milton
Opening hours Please check
Monday to Friday, 9 am to 5 pm
Services
Buying or selling a home
Wills and powers of attorney
Estates
Incorporation
Contracts and leases
Shareholder agreements
2. Your tools
☑ Google Calendar Connected
☑ Outlook / Microsoft 365 calendar Requested
☑ Your phone carrier (call forwarding) Requested
☐ Google Business Profile
☐ Clio
☐ PCLaw
☐ CosmoLex
3. Social presence
☑ Google Business Profile On
☑ LinkedIn On
☐ Facebook
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.
Day-30 review Front Desk
After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.
In 30 days
Before
With the assistant
Calls answered outside office hours
0
88
Calls that reached voicemail
88
0
Consultations booked from those calls
a few call-backs
36
Time your office spent calling people back
about 6 h a week
about 1 h a week
Urgent calls handled within 15 minutes
not measured
all
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue
Plans, options and free trial
Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.
Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
Calls answered in your name, English and French
Bookings and urgent calls
A site that books
A price list the assistant may quote
Daily queue, weekly report and three calls to listen to
250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
Everything in Front Desk
Quotes followed up
Reviews and reminders
Social presence
Plans renewed automatically
Which channel brings your work
Deposit or payment at booking
Ask your numbers in plain words
Your job or practice software connected
500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
Everything above
Scheduling of your team
Hours and invoices prepared
Accounting connected, step by step
1,000 call minutes
Options
Guided setup and reviews by video call: $199
Social presence on Front Desk: $149
Job or practice software connection on Front Desk: $99
Extra 250 call minutes: $99
Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.
Only what is written here is ever quoted on a call. Everything else is quoted by your team.
Service
What the assistant says
First consultation, 30 minutes
$150, credited if you retain us
Home purchase
fixed fee, from $1,650
Will and powers of attorney, couple
from $1,200
Other matters
explained by the lawyer
Retainers and reviews Front Desk + Revenue
Recurring plans renewed automatically, with a reminder before each renewal.
Plan
What it includes
Price
Members
Small business retainer
Contract review and calls, up to 3 hours a month
$600 a month
9 clients
Will review
Review every 5 years
$250
64 clients due
Reviews due this quarter: 64 · booked: 9
Where your work comes from Front Desk + Revenue
One tracking number per channel. The report shows which one brings calls, and which one brings booked work.
Channel
Calls
Booked
Result
Google Business Profile
13
7
7 consultations
Realtor referrals
9
7
7 consultations
LinkedIn
6
2
2 consultations
Website form
5
2
2 consultations
Directory listing
3
0
0
Deposit or payment at booking Front Desk + Revenue
A payment link goes out with the confirmation. Fewer no-shows.
Sample text
Consultation fee paid by link when booking. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent
31
Paid
27
No-shows
1, against 6 before
Ask your numbers in plain words Front Desk + Revenue
Write a question by email or message. The answer comes from your own calls, bookings and quotes.
How many consultations became clients this month?
11 of 18.
Which engagement letters are unsigned?
Two, worth $2,100.
Where do real estate clients come from?
Mostly realtor referrals: 7 of 14 this month.
Everything connected
Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.
BookingsGoogle Calendar
EngagementsClio
ReviewsGoogle Business Profile
PaymentsStripe
InvoicesQuickBooks Online
Social postsLinkedIn
TextsYour phone line
ReportsEmail or Teams
In the middleYour assistant
Function
Connected to
What moves
Bookings
Google Calendar
A booked visit lands in your calendar
Engagements
Clio
Open items are read and followed up
Reviews
Google Business Profile
Review requests go out, replies come back
Payments
Stripe
A payment link goes out with the confirmation
Invoices
QuickBooks Online
Prepared invoices and hours are sent for approval
Social posts
LinkedIn
Approved posts are published
Texts
Your phone line
Confirmations and reminders in your name
Reports
Email or Teams
Weekly report and urgent alerts
Sample. A connection is live only once you have authorised it and we have tested it with you.
Your tools, connected
After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.
Answering and booking Front Desk
Google Calendar
Outlook / Microsoft 365 calendar
Your phone carrier (call forwarding)
Google Business Profile
Jobs, customers and follow-up Front Desk + Revenue
Clio
PCLaw
CosmoLex
LEAP
Microsoft 365
DocuSign
Money and hours Full Office
QuickBooks Online
Xero
Sage
Stripe
Square
Payroll (ADP, Wagepoint, Payworks)
Trust accounting in your practice software
Sample screen. A connection is live only once you have authorised it and we have tested it with you.
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Every post is approved by a lawyer before it goes out: Law Society marketing rules apply. No case results, no client stories. Replies and messages come back to your queue.
Networks set up for this trade: Google Business Profile, LinkedIn, Facebook. You choose them, the rhythm and the subjects on your settings page.