$299/mo + $1,500 hire
Hire Sandy
First contact for every new lead. Sandy greets inbound inquiries in your firm's voice, qualifies them, sends the right intake form for the right matter, books discovery calls when calendars line up, and never lets a lead sit overnight.
Sandy owns the moment between a stranger filling out your contact form and that stranger becoming a qualified lead in your CRM. She is awake at 3am when an inquiry arrives. She knows the difference between a tire-kicker and a real prospect. She uses your firm's voice, not hers.
The work she takes off your team is the work that should never have been on a partner's desk in the first place: typing the same response to twenty different versions of the same question, deciding which intake form to send, hunting for an open slot on the calendar, sending the calendar invite, sending the prep materials, sending the reminder, and chasing the no-show. Sandy does all of it before your senior people open their laptop.
She flags edge cases for human judgment. Urgent matters. Conflicts of interest. Inquiries that smell off. The point is not to replace your judgment. The point is to make sure your judgment only gets called when it is actually needed.
Three real examples of work product from Sandy. The voice is calibrated to your firm during onboarding. The structure stays consistent.
Hi Marcus,
Thanks for reaching out about the lease review on your North Loop property. Daniel asked me to follow up directly and get the right materials in front of you before your call.
To make sure we walk into the call with everything we need, would you mind filling out the short intake form linked below? It takes about three minutes and covers the lease term, the parties, the use clauses, and the timeline pressure you mentioned.
Once we have it, I will send three calendar slots that work for Daniel this week.
→ hartwellreed.com/intake/cre-lease
Sandy plugs into the tools you have. No replacement, no migration. We connect everything during the 14-day onboarding.
Hiring an agent is closer to onboarding a senior assistant than installing software. Here is what the first two weeks actually look like.
You upload sample emails, your tone guide, and the inquiries Sandy will be replying to. We wire her into your inbox, calendar, and CRM. She trains on your voice.
Sandy drafts every reply for the partner's approval before it goes out. You correct her tone, her qualification logic, and her routing decisions. She learns your firm.
Sandy sends replies directly. The partner reviews each one within a few hours of dispatch. Edge cases still flag for review. Patterns lock in.
Sandy works on her own. Quality sampling continues forever. The 30-day check-in is on the calendar. The first agent in the firm is officially staffed.
Yes. During onboarding, you tell us how your inquiries get routed today. Sandy learns the same logic. A boutique law firm with three practice areas (commercial real estate, employment, business formation) will see Sandy send three different intake forms based on the language of the inquiry, with three different prep materials and three different routing rules.
For the first 30 days, every reply is reviewed by a partner before it goes out, so misqualification gets caught immediately. After that, Sandy's qualification logic is at >95% partner-approval before she goes unsupervised. If she misqualifies a lead in production, the weekly summary surfaces it, you correct her routing, and the pattern locks in. The performance guarantee covers her first 90 days. If she does not meet standard, we replace her or refund.
Yes. The shadow-mode setting can stay on indefinitely if you prefer. Most firms turn it off around day 14 because the friction outweighs the catch rate. A handful keep it on for inquiries above a complexity threshold (matters over a certain dollar size, certain practice areas). Sandy supports both modes.
Yes. Sandy responds 24/7 by default. If you would rather she only reply during business hours (9 to 6 local), the alternative is a configured auto-acknowledgement at intake with a real reply at 9am the next business day. Most firms run her 24/7 because the lead-response data shows that the first 15 minutes after an inquiry are the highest-conversion window.
If your CRM has an API, Sandy connects to it. If your CRM is a shared spreadsheet, Sandy works with that too. The 14-day onboarding includes a custom integration day for non-standard tools. We have not yet hit a customer system Sandy could not work with.
Two weeks of guided setup. Unsupervised work by day 14. Performance guaranteed for the first 90 days. If she does not meet standard, we replace her or refund the hiring fee.