For Aaron Wilde
Most of a personal injury practice comes down to two things: catching every call that turns into a case, and keeping clients in the loop while the case runs. Both of those tend to land on the founder. The point of automating them is so they don't have to.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
A car accident at 9 p.m. is a real lead, and it can't wait until tomorrow. An AI receptionist can answer, qualify the caller, and either schedule a callback or hand off to an on-call attorney, so the firm captures cases the office is closed for.
PI cases run for months. Most client frustration (and bad reviews) comes from radio silence between milestones. Status touchpoints can be tied to your case-management software so updates go out the moment something changes.
Demand letters, retainers, and HIPAA forms follow templates. Pulling matter data into them automatically lets a paralegal review and send instead of starting from scratch every time.
168 five-star reviews is a great base. A trigger on case-close that asks happy clients for a Google review, with a one-click link, can multiply that without anyone having to remember to ask.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
