


Lead to Retainer, Live. Practical AI Workshop for Law Firms.
Lead to Retainer, Live: Practical AI Workshop for Law Firms
See a brand-new lead move to a signed retainer inside Legal Funnel CRM in real time.
One seamless flow.
Real work.
Zero fluff.
What You’ll See (Live):
AI employees working as a team: Answering → Triage → Scheduler → Docs → Retainer
One CRM pipeline updating stage by stage, start to finish
Two live test leads from different channels, answered instantly
On-screen metrics: time-to-first-response, triage completion, booking rate, docs completion, retainer speed
Why Attend:
Plug intake leaks that cost firms 6–7 figures a year
Respond faster and raise show rates without extra staff
Shorten your retainer cycle and baseline a repeatable system
How We’ll Do It:
Blueprint mapped in Miro
Live walkthrough in Legal Funnel
Two-channel live test, checklists, and case studies at the end
Exclusive Live Bonus
All live attendees will receive the Practical AI Blueprint — the exact 30-day checklist we use to install AI employees inside law firms.
This blueprint maps every step of the end-to-end intake system (Answering → Triage → Scheduler → Docs → Retainer), so your team can baseline, pilot, and scale it after the session.
Available only to live attendees — not shared in the replay.
