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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.

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. When your 14-day trial ends, your one-time setup fee and your first month are charged together. 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 and no setup fee.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.

FREE audit, $0 today, no contract, cancel anytime · See plans
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Viper Consulting™ for Law Firms

Respond first and sign more clients

Viper Consulting™ builds and runs the intake system that replies to every inquiry in seconds, sets up your conflict check, cuts consultation no-shows and follows up until the engagement letter is signed, with confidentiality built in.

FREE audit, $0 today, no contract, cancel anytime

What we set up for your firm

Built for personal injury, family, estate planning, immigration, criminal defense and business law firms. Done for you, so there's no new software to learn.

Instant intake response

Every new inquiry gets an instant text and email with your intake form link, without giving legal advice.

Conflict check before booking

Intake staff get a conflict-check task, and the booking link goes out only after the conflict is cleared.

Consultation reminders and no-show recovery

Confirmations with your address or video link and documents to bring, reminders, and a reschedule message after a no-show.

Engagement letter follow-up

A thank-you with next steps, an engagement-letter reminder and a call task for the attorney.

Nurture for people not ready yet

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

Client onboarding and reviews

A welcome message when a client is retained, and a feedback and review request when the matter closes.

Your automated workflows

Here is exactly what runs in the background for your firm, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers 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. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more clients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

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, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

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.

How does it reduce consultation no-shows?

Clients get a confirmation with your office address or video link and the documents to bring, plus reminders before the meeting. If someone misses, they get a friendly text to reschedule and an email the next day.

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.

What about people who aren't ready to hire a lawyer yet?

They get a short, plain-English educational email each month about your practice areas, with a link to book when they're ready.

Can it ask clients for reviews when a matter closes?

Yes. When a matter closes, the client gets a thank-you and, a few days later, an invitation to leave feedback or a review. You decide which matters get one.

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.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

What happens when the FREE trial ends?

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Ready to see it for your firm?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit