Bilingual intake for South Florida law firms  ·  Coral Gables · Brickell · Pinecrest  ·  Se habla español

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Group • Standard, Routing, and Sources

What the Group Plan Adds

By Brandon Aday, M.B.A. • Duration: 15 min • Type: reading

What Group adds, and what this course teaches you to run: unlimited users, 8 practice packs, 11,000 texts and 400 AI voice minutes a month, routing and reporting by office and by attorney, call tracking numbers by marketing source, the case management hand-off (Clio, MyCase, Filevine, others, scoped per system), directory listings kept current across search and maps, a dedicated account manager, a monthly 45-minute review, in-person support in Miami-Dade by appointment, and an AI coach loaded with your firm's own procedures.