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AI setup for law firms

Intake calls, scheduling and unpaid invoices take hours that nobody bills.

In a small firm, the people who answer the phone are often the people doing the legal work. A possible client calls in the middle of a draft, a consult takes three emails to schedule, and invoices sit unpaid because nobody has the time to chase them. These setups handle the first response, the scheduling and the reminders, and leave the judgment to the lawyers.

Starts at
$750 to set up, then $149 a month.
Terms
Month to month. Cancel with 30 days' notice and keep everything that was built.
Before you pay
You see one setup working on a real example from your business.
What gets set up

Six setups for the work around the legal work.

  1. 01

    Missed-call text-back

    Comes in Starter and up

    A possible client who reaches voicemail gets a text right away with a link to the intake form or the consult calendar, and a line saying the firm will call back. The text gives no legal advice.

  2. 02

    New matter intake, routed with a summary

    Comes in Front Desk and up

    A form asks the basics: who they are, what kind of matter, who else is involved and how soon. The right attorney or paralegal gets a short summary, so the firm can check for conflicts and start the first call with the facts in hand.

  3. 03

    Consult booking and reminders

    Comes in Starter and up

    The person picks a consult time from the open slots on the attorney's calendar and gets a reminder before it. No back and forth by email to find a time.

  4. 04

    Invoice chasing

    Comes in Front Desk + Ops

    Overdue invoices get a polite reminder on a schedule you set, in wording you approved. Like every setup, it has an off switch you control.

  5. 05

    Document handling

    Comes in Front Desk + Ops

    Signed engagement letters, intake forms and scanned mail are filed to the right matter folder and labelled, with the key fields pulled out: names, dates and amounts. A person checks those fields before anyone relies on them.

  6. 06

    Microsoft 365 Copilot rollout and training

    Comes in Front Desk + Ops

    Copilot runs inside the firm's own Microsoft 365 account, on the firm's own documents and email. Training covers what it is good for, such as first drafts of routine letters and summaries of long email threads. A lawyer reviews every draft before it leaves the firm.

The three packages

  • Starter 2 setups
    $750setup
    plus $149 a month
  • Front Desk Up to 5 setups
    $1,750setup
    plus $349 a month
  • Front Desk + Ops Up to 9 setups
    $3,500setup
    plus $749 a month

Each package includes everything in the one before it. Software licenses are billed by the vendor at their price, with no markup.

See what each package includes

The IT underneath

A firm's email carries its documents, its instructions and its payment details.

That makes the email and the sign-ins the first things to put in order. Each piece below has a flat price.

  • Email Lockdown

    $450per domain

    Stops other people sending email that looks like it came from your firm. Without it, a client can get payment instructions in your name that you never sent.

    See what Email Lockdown covers

  • Microsoft 365 Security Tune-Up

    $950up to 15 people

    Above 15 people, add $25 a person.

    Two-step sign-in on every mailbox, separate admin accounts, and automatic forwarding to outside addresses blocked, so a stolen password cannot be used to send a copy of the firm's mail somewhere else.

    See what the Tune-Up covers

  • New Laptop Day

    $1,500once

    Includes the first 3 laptops. Then $95 per laptop.

    A new associate or paralegal gets a laptop that sets itself up at sign-in, with the disk encrypted and documents backed up to OneDrive.

    See what New Laptop Day covers

  • BlueFort Care

    $125per person per month

    Minimum $625 a month, which covers up to 5 people.

    Everyday support answered the same business day, Microsoft 365 administration and backup, and account checks when someone leaves the firm.

    See what BlueFort Care includes

BlueFort Care runs month to month with 30 days' notice. The other three are one-time jobs, with the price agreed in writing before work starts.

Client files

Client files stay in the firm's own accounts.

Every setup is built in the firm's own accounts, so client files stay where they already live. Anything sensitive, such as a letter to a client or a reply to a possible client, is a draft a person at the firm approves before it goes anywhere.

If some files cannot leave the building at all, AI models can run on hardware inside your own network instead.

Questions owners ask
Does the AI give legal advice to people who contact the firm?

No. The automatic messages are limited to what you approve up front: a missed-call text, a booking link, a reminder. Anything with substance is a draft a person at the firm approves. Every automation has an off switch you control.

Which package covers invoice chasing and document handling?

Front Desk + Ops: $3,500 to set up and $749 a month, for up to 9 setups. If you only want the phone and the consult calendar handled, Starter is $750 to set up and $149 a month for 2 setups. Both run month to month with 30 days' notice, and you keep everything that was built.

Will this replace our receptionist or paralegal?

That is not the goal. The point is to take the repetitive work off your people so they can do the parts that need a person. If the honest business case for something is cutting a job, I will tell you plainly rather than dress it up.

Thirty minutes on where the firm's unbilled hours go.

The AI Opportunity Check is a free video call. I name the two or three setups worth doing, and before you pay anything I show you one of them working on a real example from your firm. You leave with the short list even if you never hire me.

The scan checks your email and website security in under a minute. Neither one commits you to anything.

Tell us what you need

Tell us a bit about you. We'll be in touch within one business day. No commitment, no sales pitch.

We respect your privacy. We'll never share your info.