Professional Services

EPIC Attorney Snapshot

A comprehensive solution for attorneys and law firms, offering automated client acquisition, case management workflows, and retention systems.

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What's included

01 / Included

Marketing Materials

Email marketing sequences for lead nurturing
Social media content calendar for 12 months
Ad templates optimized for legal keywords
Webinar and seminar promotion frameworks
Client education guides and resources

Operational Systems

Client relationship management (CRM) setup
Scheduling and appointment management tools
Case documentation and note-taking templates
Financial tracking and invoicing systems
Analytics dashboard for business metrics

Automations

Lead capture and follow-up sequences
Consultation reminder and follow-up emails
Client milestone recognition workflows
Re-engagement campaigns for inactive clients
Referral program automation

Sample workflows

02 / Workflows

Client Acquisition & Onboarding

Lead capture and qualification
Automated consultation scheduling
Client intake forms and assessments
Welcome email sequences
Engagement letter and agreement workflows

Case Management

Integrated calendar and deadline tracking
Document automation and storage
Task assignment and progress tracking
Billing and invoicing systems
Client communication logs

Client Engagement & Retention

Automated check-ins and updates
Personalized content delivery
Anniversary and milestone recognition
Referral program management
Re-engagement campaigns for inactive clients

Business Operations & Growth

Revenue tracking and financial reporting
Marketing campaign automation
Social media content scheduling
Client testimonial and case study collection
Scalability planning and team collaboration tools

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3997 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3997 + $147/month

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“

This system transformed our law firm from reactive to proactive. Automating our intake process and client communications has dramatically improved both efficiency and client satisfaction.

Rachel Kim

Kim & Associates · Chicago, IL

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