SHAI for Attorneys

Intake decides the case load, and intake is a phone nobody answers at 7pm.

How this business runs

Intake decides the case load, and intake is a phone nobody answers at 7pm. The consultation that was booked and never confirmed is the second biggest leak, and both are process problems rather than marketing problems.

The recommended team

8 agents from the roster, in the order this trade needs them.

/ghl-pipeline /ghl-calendar /ghl-forms /seo /aeo /ads-metrics /ads-optimize /legal-counsel

The tasks that will run

Chase the intakes that stalled

every weekday at 7am

Intake decides the case load, and intake is a phone nobody answers at 7pm.

/ghl-pipeline · runs the agent · delivered to dashboard

Respond to a new intake fast

every two hours between 8am and 7pm

The first firm to call back signs a disproportionate share of cases.

/ghl-pipeline · checks a condition first and only starts a run if it trips · delivered to dashboard

Keep the practice-area pages ranking

on the 1st of each month at 9am

Practice-area search is where a case starts.

/seo · runs the agent · delivered to dashboard

Report cost per signed matter

every Monday at 8am

Cost per click is not cost per case.

/ads-metrics · runs the agent · delivered to dashboard

Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.

The tools to connect

Go High Level (GHL)

GoHighLevel is where the leads, the pipeline, the calendar and the conversations live. Almost every task below reads or writes it.

Google Ads API (paid ads)

Google Ads is where demand that is already searching gets bought.

Google Calendar

Google Calendar is what SHAI writes to when the booking does not live in the CRM.

Each one is your own account, connected once. Every tool carries its price and the exact steps.

The first week

Connect the CRM and let SHAI list every intake from the last 30 days that stalled.
Turn on the intake-response check for business hours and read everything it drafts.
Ask for cost per signed matter by practice area - it usually changes the budget.

What to read on a Monday

Intake response time — The first firm to call back signs a disproportionate share of cases.
Consultation-to-signed-matter rate — Where the intake process either works or does not.
Cost per signed matter by practice area — Cost per click is not cost per case, and the gap is enormous.
Referral share — The most profitable source and the one that lapses without contact.

What SHAI will not do in this trade

Nothing SHAI writes is legal advice. Every draft is a draft: a licensed attorney reviews and signs it before it reaches a client, and the skill's own disclaimer stays on it.
State bar advertising rules govern everything: no claim of specialisation without certification, no guarantee or prediction of outcome, required disclaimers, and in some states advertising filing and record-keeping. A licensed attorney reviews every draft before it runs.
Nothing SHAI writes creates an attorney-client relationship, and no intake message asks for or stores privileged case facts - name, contact, matter type and availability only.
Anything that texts or calls a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer message before it exists.
TCPA: no call or text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.

Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-15.

A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.

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