LegalConsult AI

A ready-to-run B2B SaaS business that turns law firm inquiries into booked consultations.

You acquire the complete playbook, sales materials, and working demo app to sell automated legal intake and consultation booking to estate planning, family law, immigration, personal injury, bankruptcy, and small business law firms at $750–$2,000/month per client.

What This Business Does

LegalConsult AI replaces the paralegal front-office at small-to-mid-size law firms. When a potential client submits an inquiry on a firm's website, the system:

Collects their information through a structured intake form (name, contact, legal category, urgency, location, preferred time)
Presents the firm with a clean lead summary card for attorney review
Invites the prospect to book a consultation via email or SMS
Follows up automatically if the prospect doesn't book
Routes referrals politely if the case doesn't match the firm's practice areas
Everything stays strictly within ethical boundaries — no legal advice is ever provided, no attorney-client relationship is formed by using the platform.

What You Get

Six fully-built modules — every deliverable is written, reviewed, and ready to use:

Intake Agent — A 6-section intake questionnaire with all field labels, options, and ethical warning banners. Collects name, phone, email, legal category (6 verticals), description, urgency level, deadline, location, and consultation preferences. Ends with an electronic acknowledgment that no attorney-client relationship is formed.
Booking Agent — Email and SMS scripts for the full booking lifecycle: initial invitation, booking confirmation, 24-hour and 1-hour reminders, and recovery nudges for prospects who abandon mid-intake.
Lead Summary Agent — Two internal formats for the law firm: a full Lead Summary Card with table-structured fields and urgency triage legend, and a one-page At-a-Glance Card with color-coded sections for morning intake review.
Follow-Up Agent — A 5-touch sequence spanning 14 days: Day 1 gentle reminder, Day 3 value-add (consultation expectations), Day 5 SMS nudge, Day 8 final invitation, Day 14 archival close. Includes stop conditions for bookings, opt-outs, and manual intervention. Referral Agent — 11 ABA-compliant scenario templates for cases the firm doesn't handle. Covers practice area mismatches, geographic mismatches, conflicts of interest, urgent matters, and unclear legal issues. No specific lawyer recommendations ever. Sales & Business Model — Sales page copy targeting law firm partners, a 7-section firm onboarding questionnaire, a 3-tier pricing guide ($750/$1,250/$2,000 per month) with a mapped $100K ARR path, and 5 versions of the ethical disclaimer for different touchpoints. Plus a working demo app — A Vite + React web application with a landing page, 5-step animated intake form, booking confirmation page, and lead dashboard. Ready to deploy and show to potential clients.

Value Proposition

LegalConsult AI is a B2B SaaS platform that law firms use to automate inquiry triage, intake data collection, consultation booking, and lead follow-up. It handles the entire front-office workflow for firms practicing estate planning, family law, immigration, personal injury, bankruptcy, and small business law — turning inbound leads into booked consultations without paralegal overhead, while maintaining strict ethical boundaries (no legal advice).

Target Customer

Small-to-mid-size law firms (2–25 attorneys) in the US that bill premium hourly rates but have inconsistent lead-response processes. Primary verticals: estate planning, family law, immigration, personal injury, bankruptcy, and small business law.

Revenue Model

SaaS subscription: $750–$2,000/month per firm, billed monthly or annually.
$100K/year threshold: 12 firms at ~$700/month = $100,800/year.

KPIs

MRR — monthly recurring revenue
Active firms — number of paying law firm clients
Consultation booking rate — % of inquiries that result in a booked consultation
Lead response time — average hours from inquiry to first contact
Churn rate — monthly cancellations

Core Modules

Legal Inquiry Intake Agent — collects name, contact info, legal category, timeline, location, urgency, preferred consultation time (no legal advice)
Consultation Booking Agent — generates email/SMS scripts to invite prospects to schedule
Lead Summary Agent — produces clean internal intake notes for the firm
No-Response Follow-Up Agent — polite, scheduled follow-ups for leads who didn't book
Referral Route Agent — referral-style language for cases the firm doesn't handle (no legal recommendations)
Business Model Agent — operator-facing pricing guidance and sales collateral

Deliverables

Law firm onboarding questionnaire
Consultation booking scripts
Intake summary format
Sales page copy
Follow-up sequences
Ethical disclaimer (not legal advice)

lead

Team Lead

Team management, task planning, delegation, and monitoring

Booking Specialist

Creates professional consultation booking scripts (email and SMS) for law firms. Designs invitation sequences that convert prospects into scheduled consultations.

Follow-Up Specialist

Creates polite, scheduled no-response follow-up sequences for legal service leads. Designs nurture cadences that maintain professionalism without being pushy.

Intake Specialist

Designs legal inquiry intake questionnaires and ethical disclaimers for law firm SaaS. Specializes in professional, cautious language that collects case details without giving legal advice.

Lead Summary Specialist

Designs clean, professional internal lead summary formats for law firm use. Structures intake data into actionable attorney-facing notes.

Referral Specialist

Creates referral routing language for law firms. Handles cases the firm doesn't take, with professional referral-style responses that do not constitute legal recommendations.

Sales Specialist

Creates sales page copy, pricing guidance, and onboarding questionnaire for legal SaaS products targeting law firms. Understands B2B SaaS and professional services positioning.

Web Developer

Builds working web application prototypes using Vite/React. Creates professional frontend UIs with forms, dashboards, and multi-step flows. Understands responsive design and modern web development.

How to Set Up and Run This Business at Time of Purchase

What you need before starting

A laptop with Node.js 18+ installed
A browser
Step 1 — Review your assets

All business files are in /home/team/shared/. Start with these three to understand what you're selling:

cat /home/team/shared/sales_page_copy.md
cat /home/team/shared/intake_questionnaire.md
cat /home/team/shared/pricing_guide.md
Then review the rest in any order — they're reference materials you'll customize per client.

Step 2 — Launch the demo app

cd /home/team/shared/legalconsult-demo
npm install
npm run dev
Open http://localhost:5173. Walk through the full experience to understand what your clients will see:

Landing page with sales copy
5-step intake form (notice the ethical disclaimer on every step)
Booking confirmation page
Lead dashboard (click "Firm Portal" in the nav)
Step 3 — Deploy the demo to a live URL

Clients won't meet you in person — send them a link.

Vercel (fastest):

npm install -g vercel
cd /home/team/shared/legalconsult-demo
vercel
Alternative: Netlify

cd /home/team/shared/legalconsult-demo
npm run build

Drag dist/ folder into netlify.com

You'll get a URL like legalconsult-demo.vercel.app. This is your demo link.

Step 4 — Find and pitch your first client

Pick a vertical. Estate planning is the easiest first sale.
Search Google for "estate planning attorney [your city]" — make a list of 20 firms with 2–15 attorneys.
Email or LinkedIn message:
"I help law firms respond to inbound leads in under 60 seconds — without adding staff. The system handles intake, booking, and follow-up automatically. Would you be open to a 10-minute demo?"
Show them the deployed demo. Walk through the prospect experience first, then show the lead dashboard.
Close at $750/month. Emphasize: "One consultation booked through the system pays for 3–6 months of the subscription."
Step 5 — Onboard your first client

Send them the firm onboarding questionnaire to collect their firm name, practice areas, office hours, scheduling link, and brand assets.
Customize the booking scripts with their firm name and scheduling link.
Configure referral routing for cases they don't handle.
Set up the ethical disclaimers on their website and communications.
Launch. Total time: 30–60 minutes.
Step 6 — Scale

Period Clients Monthly Revenue Annual Run Rate
Months 1–3 3 $2,250–$3,750 $27K–$45K
Months 4–6 6 $4,500–$7,500 $54K–$90K
Months 7–9 9 $6,750–$11,250 $81K–$135K
Months 10–12 12 $9,000–$15,000 $108K–$180K
Use referrals from early clients to close later ones. An estate planning firm that loves your system will introduce you to three family law and personal injury firms they refer business to.

Files at a Glance

File Purpose
intake_questionnaire.md Full intake form with field labels and options
ethical_disclaimer.md 5 versions of the legal disclaimer
consultation_booking_scripts.md Email/SMS booking workflow
lead_summary_format.md Attorney-facing lead card
lead_summary_at_a_glance.md One-page quick-scan card
follow_up_sequence.md 14-day follow-up sequence
referral-response-language.md 11 referral scenarios
sales_page_copy.md Landing page copy for your website
firm_onboarding_questionnaire.md Form to onboard new firm clients
pricing_guide.md Pricing tiers and ARR strategy
legalconsult-demo/ Full React demo app source code

LegalConsult AI

Overview

Mission