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Onboarding Roadmap: From Signup to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

You get access to your CRM at go-live, once onboarding is complete and everything has been tested.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. There is NO sign-up fee. Your first month is charged on day 15, after your 14-day trial ends. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.
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LIVE DEMO by Viper Consulting™ · Clearwater Legal Group is a fictional business
Clearwater Legal Group · demo

See how a law firm responds first and signs more clients

This is a live demo of the Viper Consulting™ Law Firm Build, shown for a fictional firm, Clearwater Legal Group. Send an inquiry below and watch the intake system reply, set up the conflict check and follow up, without ever giving legal advice.

FREE audit, $0 today, NO sign-up fee, no contract, cancel anytime

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Try it: Request a consultation

This form is a simulation for the demo. Nothing you type is sent or saved, so any name works.

What happens next, automatically

  1. Instant intake responseThe person gets a text and email within seconds confirming receipt, with your intake form link. Never legal advice.
  2. Conflict check firstIntake staff get a conflict-check task, and the booking link goes out only after the conflict is cleared.
  3. Intake pipelineA card appears in the pipeline: New Inquiry, Conflict Check, Consult Booked, Engagement Sent, Retained.
  4. Consultation remindersConfirmations with your address or video link and the documents to bring, plus reminders and a reschedule text after a no-show.
  5. Engagement letter follow-upAfter the consult, a thank-you with next steps and a reminder about the engagement letter, plus a call task for the attorney.
  6. Client feedbackWhen a matter closes, every client gets the same thank-you and invitation to leave feedback or a review.

Missed-call text back

☎ Missed call
Hi, this is Clearwater Legal Group. Sorry we missed your call! To get started, please complete our intake form: clearwaterlegal.example/intake Reply STOP to opt out.
I was in a car accident last week and need to talk to someone.
We're sorry to hear that. Once your intake form is in, our team will call you today to set up a consultation. Reply STOP to opt out.

Your pipeline, updated on its own

Every new lead lands on the board and moves forward as the system replies, books and follows up. Try the form above and watch the new card move.

New Inquiry

Marcus T.Web form, just now

Conflict Check

Elena R.Conflict check pending

Consult Booked

Tom B.Wed 11:00 AM

Engagement Sent

Aisha K.Letter sent Monday

Retained

Greg S.Retained Oct 10

Every conversation, handled automatically

Tap a message type to see exactly what your clients receive. Every message is sent for you, on time, and stops as soon as they reply or book.

Sent when: The conflict check is cleared

Clearwater Legal Group

Hi Elena, thanks for your patience. Clearwater Legal Group is ready to meet with you. Choose a consultation time here: clearwaterlegal.example/book Reply STOP to opt out.
Booked for Wednesday at 11.
Thank you, Elena. Your confirmation and what to bring are in your email. Reply STOP to opt out.

24/7 AI chat and Voice AI Tier 3+

On Tier 3 and up, AI agents trained on your business answer questions and book appointments day and night, by web chat, text and phone. Try the chat, then play a sample call.

AI web chat

Hi! I'm the Clearwater Legal Group intake assistant. I can't give legal advice, but I can get your consultation started.

Voice AI answers the phone

A caller reaches Clearwater Legal Group after hours. The AI agent answers, books the visit and texts a confirmation. Your team sees the full call summary in the CRM.

  1. AI agent: Thank you for calling Clearwater Legal Group, this is the virtual intake assistant. How can I help?
  2. Caller: I need help with an estate plan for my parents.
  3. AI agent: I can help you get started. I'll text you our intake form now. Our team runs a quick conflict check, then sends you a link to book a consultation.
  4. Caller: Great, thank you.
  5. AI agent: You're welcome. You'll get the text in a moment. I can't give legal advice, but an attorney will be glad to meet with you.

The workflows behind this demo

Here is everything that runs in the background for a firm. Our team builds, tests and launches every workflow for you, then tailors it to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds so they don't call the next firm.

  2. 2

    Instant Intake Response & Conflict Check Tier 2+

    Starts when: A new inquiry comes in by form, call or chat

    Confirms by text and email that your firm received it and sends your intake form link (never legal advice), creates a conflict-check task for intake staff, then sends the consultation booking link once the conflict is cleared.

  3. 3

    Consultation Confirmation & No-Show Recovery Every plan

    Starts when: A consultation is booked, missed or canceled

    Confirms with your address or video link and the documents to bring, sends reminders, and after a no-show sends a reschedule text and email.

  4. 4

    Post-Consultation Follow-Up Tier 2+

    Starts when: A consultation is completed

    Sends a thank-you with next steps, an engagement-letter reminder, and gives the attorney a task to call if it's still unsigned.

  5. 5

    New Client Welcome & Onboarding Tier 2+

    Starts when: A client is retained

    Sends a welcome email with your document checklist, how to reach the firm and what happens next, plus a 2-week check-in.

  6. 6

    Not-Ready Lead Nurture Tier 2+

    Starts when: Someone isn't ready to hire yet

    Sends a short, plain-English educational email each month about your practice areas, with a link to book.

  7. 7

    Matter Closed: Feedback & Review Request Tier 2+

    Starts when: A matter closes

    Sends a thank-you, then an invitation to leave feedback or a review, and a check-in a year later.

  8. 8

    Referral Partner Thank-You Tier 2+

    Starts when: A referral partner sends a client

    Emails a thank-you to the referring attorney or professional and gives the attorney a task to send a personal note.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Workflows marked “Tier 3+” are part of our Rewards, Promotions & Membership Programs, included from Tier 3 (Scale & AI Enterprise) and up, or on Tier 2 with the Rewards Lite add-on. Texting starts once the phone carriers approve your business texting registration.

The plan we recommend

Tier 2: Growth & Automation · $597/month

Tier 2 adds the intake engine: instant replies with your intake form, conflict-check tasks, consultation reminders, engagement-letter follow-up and monthly nurture for people who aren't ready yet. Choose Tier 3 for 24/7 AI intake and Voice AI, several attorneys, or reports that show which marketing produces retained clients.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, with NO sign-up fee.

See Tier 2 and start FREE Compare plans

Frequently asked questions

What happens after I sign up? (listen)

Our Onboarding Roadmap, from signup to go-live:

What is this demo?

A working example of the Viper Consulting™ Law Firms Build for a fictional law firm. Every text, reminder, pipeline card and AI answer on this page shows what you and your clients would see. Our team tailors the wording, timing and offers to your business.

Is Clearwater Legal Group a real business?

No. Clearwater Legal Group is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

People call several firms at once. Can we respond first?

Yes. Every new inquiry gets an instant text and email confirming that your firm received it, with your intake form link. The message never gives legal advice; it simply tells the person what happens next.

Can it handle our conflict check before we book a consultation?

Yes. Your intake staff get a task to run the conflict check, and the consultation booking link goes out only after the conflict is cleared.

Can it follow up on engagement letters?

Yes. After the consultation, the client gets a thank-you with next steps and a reminder about the engagement letter, and the attorney gets a task to call if it's still unsigned.

Do you offer referral rewards?

No. Attorney ethics rules generally don't allow giving anything of value for a recommendation, so our law firm build thanks referral partners with a personal note instead.

How do you keep client information confidential?

Our team keeps matter details out of routine texts and emails: messages only confirm receipt, appointments and next steps. Every user signs in with two-factor login, your case files stay in your practice-management system, and your attorney advertising disclaimer can be added to every message.

Which plan do most law firms choose?

Tier 2 (Growth & Automation) for intake, consultation follow-up and nurture. Choose Tier 3 for 24/7 AI intake and Voice AI, several attorneys, or more than one office.

What happens to missed calls?

Every missed call gets an automatic text back within seconds on every plan, so the customer keeps talking to you instead of calling the next business.

When can we start texting customers?

Texting starts as soon as the phone carriers approve your business texting registration, usually within 1 to 3 weeks. Calls, email, booking and everything else work from day one.

How long does setup take?

From sign-up to go-live, onboarding takes 2 days on Tiers 1 and 2 and 3 days on Tiers 3 and 4. You get access to your CRM at go-live.

What does it cost?

Tier 1 is $297, Tier 2 is $597, Tier 3 is $997 and Tier 4 is $1,597 a month. Every plan starts with a 14-day FREE trial and NO sign-up fee: $0 today, and your first month is charged on day 15. No contract, cancel anytime. Our plans are for US businesses.

See plans and start FREE   See every live demo   Questions? Call 1-800-455-5691.

Want this running for your firm?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, NO sign-up fee, no contract, cancel anytime.

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© 2026 Viper Consulting™ (Epstein Investment Group LLC). This demo, including its design, workflows, text, audio, images and FAQs, is the property of Viper Consulting™. Please don't copy or reuse it without our written permission. See our Terms of Service.