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We reviewed your intake and did our homework. Here's what we found — and what AI can do for Venerable Business Law.
From your intake survey
Ranked by you in the intake
In your own words
Reading between the lines of your intake
Jason, you don't have an AI awareness problem — you have a systems integration problem. You're already running on sophisticated tools: HighLevel for CRM, monday.com for project management, Google Workspace for communication, Microsoft 365 for documents, Zapier/Make for automation, and a legal AI tool for drafting. That's a more advanced stack than 90% of law firms your size.
The pain is that none of these systems talk to each other. When a client emails, someone manually reads it, figures out what to do, creates a task in monday.com, maybe logs it in HighLevel, and then separately opens the legal AI tool to draft a document. Every handoff is manual. Every handoff is where things fall through the cracks.
You told us you tried Zapier/Make already — and hit walls. That makes sense. Zapier is great for "if this then that" — simple triggers. But what you need is intelligence in the middle. Something that can read an email, understand what type of matter it is, extract the relevant info, and make the right routing decision. That's the AI layer that Zapier alone can't provide.
Tool sprawl without connective tissue
What you need: An AI intelligence layer that sits on top of all of this and makes it work as one system.
What 20 hours/week of manual work really costs
*Based on blended rate of team time spent on manual triage, data entry, and routing tasks
These aren't mockups. Click any card to launch a working AI application built for your firm.
Paste any client email. Watch AI classify it, extract key details, create a monday.com task, draft a response, and update your CRM — in seconds.
Enter client details. AI generates a first-draft engagement letter, operating agreement, or contractor agreement — ready for attorney review, not creation.
Visual dashboard showing how HighLevel, monday.com, Gmail, Google Chat, and your legal AI work as one connected system. Run real scenarios.
AI-powered intake form that pre-qualifies leads, generates case briefs, and prepares consultation agendas — before Jason sees them.
Your existing tools already support these integrations
A working prototype of what this could look like on venerable.law
A phased approach within your budget and timeline
Total Initial Investment
$11,000 – $15,500
Within your stated $5K–$15K range • ROI visible in weeks, not months
Let's turn your 6 disconnected tools into one intelligent system. Your team gets hours back every week. You get to focus on scaling.
Book the Next Step ☕