SMB Team®

Showing 25 of 46 from the live probe.

• Intake Qualifier

  Scores and prioritizes an inbound prospect for a small business law firm. Returns a qualification tier (A/B/C), ICP fit score (1–10), recommended services, and a ready-to-use intake call script. Integrates with Clio, Clio Grow, HubSpot, and MyCase via webhook or API. Pass show_guide=true for full setup instructions.

• Lead Follow Up

  Generates a personalized multi-touch follow-up sequence for a prospect who hasn't yet signed an engagement letter. Returns email drafts and phone call talking points for each touch, plus objection handlers. Integrates with HubSpot Sequences, Clio, MyCase, Gmail, and Outlook. Pass show_guide=true for setup instructions.

• Billing Narrator

  Converts raw attorney notes, task descriptions, or meeting summaries into professional, client-defensible billing narratives. Returns formatted time entries with suggested UTBMS codes, ready to paste into Clio, MyCase, QuickBooks Time, or any billing system. Pass show_guide=true for the full daily workflow and API integration guide.

• Content Creator

  Generates three coordinated thought leadership assets from a single brief: a LinkedIn post, an email newsletter snippet, and a blog post outline — all written for a small business owner audience, not other lawyers. Integrates with LinkedIn, Mailchimp, Klaviyo, WordPress, Webflow, and HubSpot Blog. Pass show_guide=true for the full content calendar and integration guide.

• Client Retention Check

  Evaluates an existing client's relationship health and churn risk. Returns a health score (1–10), risk classification (green/yellow/red), specific risk flags, a personalized re-engagement email ready to send, and a phone call script. Integrates with Clio, MyCase, and HubSpot for automated monthly retention reviews. Pass show_guide=true for the full setup and automation guide.

• Review Request Engine

  Earns more and better online reviews by detecting review-ready signals after a matter closes or a milestone is reached, generating personalized platform-matched review requests (email + SMS), and drafting measured owner responses to existing positive or negative reviews. Triggers: "ask for a review", "review request", "respond to this review", "Google reviews", "reputation". Uses HubSpot (matter status, sentiment, contact), Gmail (draft), and BrightLocal (listing data). Pass show_guide=true for

• Referral Nurture Engine

  Systematically thanks and stays top-of-mind with referral sources — past clients, other attorneys, and centers of influence — by ranking them by volume, recency, and reciprocity and generating a ready-to-send thank-you plus a light quarterly nurture cadence. Triggers: "thank a referral", "referral source", "stay in touch", "nurture my network". Uses HubSpot (referral-source tagging, last-touch dates, referral counts), Gmail (draft), and Google Calendar (reminders). Pass show_guide=true for the f

• Gbp Post Generator

  Generates a batch of geo-optimized Google Business Profile posts — update, offer, event, and Q&A types — with local keywords, CTAs, and image prompts to boost local SEO and map-pack visibility. Triggers: "Google Business post", "GBP", "local SEO post", "weekly map post". Uses HubSpot/Google Drive (recent activity), BrightLocal (local-rank context), and web_search (local hooks). Pass show_guide=true for the full setup and integration guide.

• Newsletter Builder

  Assembles a recurring client/prospect newsletter from firm activity and a plain-language news roundup, producing subject-line A/B options, HTML and plain-text versions, and section-by-section copy. Triggers: "build my newsletter", "monthly email", "client update email". Uses HubSpot (segments, send), Google Drive/blog (recent content), web_search (relevant news), and Gmail/HubSpot (draft). Pass show_guide=true for the full setup and integration guide.

• Website Copy Auditor

  Audits and rewrites practice-area or landing pages for clarity, trust, conversion, and advertising-rule compliance. Scores the page on an 8-dimension rubric, identifies the top 5 conversion leaks, produces a rewritten version and a ranked punch-list of fixes. Triggers: "audit my website", "rewrite this page", "improve my landing page", "conversion". Uses web_fetch (live page fetch) and produces a dated audit docx via the docx skill. Pass show_guide=true for the full setup and integration guide.

• Case Study Builder

  Turns a closed matter into a compelling, compliant, anonymized success story with a mandatory consent workflow — producing the consent-request first, and the public narrative only after consent is confirmed. Triggers: "case study", "success story", "client win", "testimonial story". Uses HubSpot (matter facts), Gmail (consent request draft), and the docx skill (final document). Pass show_guide=true for the full setup and integration guide.

• Seminar Webinar Kit

  Builds a complete promotional kit for a CLE, community talk, or client webinar: landing-page copy, registration confirmation, a 3–4 touch invite sequence, reminder sequence, social posts, and a post-event follow-up with recording link. Triggers: "promote my seminar", "webinar kit", "event emails", "workshop promo". Uses HubSpot (invite list, sends), Google Calendar (event and reminders), and Gmail. Pass show_guide=true for the full setup and integration guide.

• Podcast Speaking Pitch

  Finds and pitches the attorney for podcasts, panels, and speaking slots by identifying 10–15 fit targets with rationale, drafting a tailored pitch per target tier, and building a speaker one-sheet as a formatted docx. Triggers: "pitch me for podcasts", "speaking opportunities", "guest pitch", "speaker one-sheet". Uses web_search (relevant shows and events), Gmail (pitch drafts), and the docx skill (one-sheet). Pass show_guide=true for the full setup and integration guide.

• Consultation Scheduler Prep

  Preps both sides when a consult books: an attorney brief (who, source, matter type, key facts, qualifier score, discovery questions, red flags) and a client prep email (what to bring, what to expect, Zoom/parking logistics, intake form link). Triggers: "prep for my consult", "consultation brief", "who am I meeting", "prep email". Integrates with Google Calendar, HubSpot, and Gmail. Pass show_guide=true for the full setup and integration guide.

• No Show Recovery

  Recovers missed consultations with a respectful 3-touch re-engagement sequence: a same-day reschedule offer, a day-3 follow-up, and a day-7 close-loop email, then updates HubSpot deal stage. Triggers: "no-show", "missed consult", "they didn't show", "reschedule sequence". Integrates with Google Calendar, HubSpot, and Gmail. Pass show_guide=true for the full setup and integration guide.

• Conflict Check Organizer

  Organizes all parties and entities from an intake into a structured conflict-check worksheet and surfaces possible prior matches FOR ATTORNEY REVIEW ONLY — this skill never concludes whether a conflict exists. Triggers: "conflict check", "run a conflict check", "any conflicts", "check the parties". Integrates with HubSpot, Google Drive, and outputs an xlsx/docx worksheet. Pass show_guide=true for the full setup and integration guide.

• Intake Form To Crm

  Turns a completed intake form or inquiry email into a clean, deduped HubSpot CRM record: parses into structured fields, deduplicates against existing contacts, creates or updates the contact and deal at the correct pipeline stage, tags practice area and source, and optionally triggers intake_qualifier. Triggers: "log this intake", "add to CRM", "process this form", "new inquiry". Integrates with HubSpot and Google Drive/Jotform. Pass show_guide=true for the full setup and integration guide.

• Matter Status Updater

  Generates proactive, plain-language client status updates so clients stop calling asking 'where's my case?' Triggers: 'status update', 'update my client', 'where are we on', 'send a check-in'. Detects matters overdue for contact, drafts per-matter updates, and batch-generates for all active matters due for a check-in. Integrates with HubSpot, Google Drive, Gmail, and Google Calendar. Pass show_guide=true for the full setup and integration guide.

• Client Onboarding Packet

  Assembles a polished welcome packet that sets client expectations the moment they sign. Triggers: 'onboard this client', 'welcome packet', 'new client setup', 'what to expect doc'. Generates a branded docx welcome packet (welcome letter, communication norms, billing basics, key contacts, process roadmap, FAQ) plus a Gmail intro email draft. Integrates with HubSpot, Google Drive, Gmail, and docx file-authoring. Pass show_guide=true for the full setup and integration guide.

• Bad News Drafter

  Helps attorneys deliver delays, cost overruns, or setbacks with empathy and clarity. Triggers: 'deliver bad news', 'tell the client', 'explain the delay', 'difficult message'. Structures messages using acknowledge-explain-own-next-step, offers 2–3 tone variants, and pre-answers likely follow-up reactions. Integrates with HubSpot for relationship context and Gmail for draft creation. Pass show_guide=true for the full setup and integration guide.

• Plain Language Rewriter

  Rewrites jargon-heavy legal text into clear, client-friendly language at a target reading level. Triggers: 'make this plain', 'simplify this', 'client-friendly version', 'reading level'. Preserves exact legal meaning, reports reading level before and after, and flags sentences where simplification risks altering substance — deferring those to the attorney. No external connectors required. Pass show_guide=true for the full setup and integration guide.

• Client Offboarding Closer

  Produces a clean, gracious matter-close package that protects the client relationship and seeds future work. Triggers: 'close this matter', 'offboard', 'closing letter', 'wrap up the case'. Drafts a closing/thank-you letter plus file-handling note (docx), triggers the nps_survey_engine, routes positive sentiment to review_request_engine, and updates HubSpot to closed/alumni. Integrates with HubSpot, Gmail, Google Drive, and docx file-authoring. Pass show_guide=true for the full setup and integra

• Appointment Reminder Prep

  Generates a reminder sequence and tailored logistics prep per appointment type. Triggers: 'remind my client', 'appointment prep', 'what to bring', 'signing instructions'. Maps appointment type to a prep template (documents, ID, timing, location/Zoom, who attends) and builds T-2 day and T-2 hour reminder drafts. Integrates with Google Calendar, HubSpot, and Gmail/SMS draft creation. Pass show_guide=true for the full setup and integration guide.

• Nps Survey Engine

  Designs, sends, and analyzes client-satisfaction surveys and routes results to retention or review workflows. Triggers: 'client survey', 'NPS', 'satisfaction survey', 'how happy are my clients'. Generates a short NPS + 2-question survey, scores and segments responses, routes detractors to client_retention_check and promoters to review_request_engine, and produces a trend dashboard (xlsx). Integrates with HubSpot, Jotform, Google Drive, and xlsx file-authoring. Pass show_guide=true for the full s

• Multilingual Comms

  Produces client communications in the client's preferred language with a back-translation check so the attorney can verify meaning. Triggers: 'translate for my client', 'in Spanish', 'client's language', 'bilingual message'. Translates naturally (not literally), flags idioms and legal terms that may not map cleanly, and recommends certified translation for anything filed or sworn. Integrates with HubSpot for preferred language and Gmail for draft creation. Pass show_guide=true for the full setup