Assessment to action
Owners see what their team can adopt and what FirmRelay should build.
AdaptLab finds readiness. FirmRelay turns the best opportunities into workflow wins.
AI Operations Upgrade for Professional Firms
Reclaim time, improve client flow, and scale with practical AI systems.
A premium 6-week implementation program for small law offices, CPA firms, consultants, and other high-trust service businesses that need operational leverage without a giant CRM migration.
- 5-15 hrs
- weekly time reclaimed target
- 6 weeks
- first transformation window
- $7.5k-$15k
- founding package range
Managed operations
AI assistance lives inside the interface, not in a separate training binder.
Clients can ask questions, get navigation help, and understand what changed.
Human review
Every automation has ownership, approval, and a clear recovery path.
Advanced enough to matter, simple enough for a busy firm to trust.
The Offer
Six weeks from scattered operations to a visible client-flow system.
AI Ops Audit
Map lead sources, client stages, repeated tasks, bottlenecks, and missed follow-ups.
Website & Intake
Upgrade the front door with sharper messaging, lead capture, booking, and routing.
Meeting Intelligence
Turn conversations into summaries, decisions, action items, and follow-up drafts.
Inbox & Follow-Up
Create lead response templates, reminders, waiting-on-client nudges, and task alerts.
SOP Builder
Convert repeated work into checklists, training docs, knowledge base entries, and prompts.
Owner Brief
Deliver a weekly operating brief with bottlenecks, priorities, and recommended actions.
V1 Modules
Small-business practical, professional-service safe.
Implementation Path
Create visible operational wins in six weeks.
Where we start
We begin with the places work slows down: intake, follow-up, meeting notes, repeated admin tasks, handoffs, and weekly owner visibility.
What improves
A white-glove client-flow upgrade that captures leads, reduces missed follow-up, summarizes meetings, documents repeat work, and creates a weekly owner brief.
How to measure
Time saved, response speed, untouched lead count, owner clarity, staff adoption, and a plain-English before/after testimonial.
Sample Firm Demo
Harbor & Reed shows the workflow story.
Harbor & Reed Advisory
8-person professional service firm
A referral-driven advisory firm with a good reputation, a quiet website, scattered consult notes, and too many follow-ups living in inbox memory.
12
open leads
5
stale follow-ups
7.5h
week 4 time reclaimed
What A Consultant Sees
A product story with visible before-and-after proof.
New Inquiry
Referral from Morgan Ellis
Needs advisory support within 30 days. Asked about onboarding timeline and pricing range.
High fit
Owner review
Consult ready
Form
Summary
Owner alert
Consult Summary
Generated for human review
- Client wants a cleaner quarterly planning rhythm.
- Decision maker is ready if onboarding can start before June.
- Send proposal, onboarding checklist, and two references.
OwnerApprove proposal draft
StaffSend prep checklist
76
readiness
Owner sees stuck work, priorities, and recommended actions in under 10 minutes.
Ready for a practical workflow review
The demo shows how intake, meeting intelligence, follow-up, and owner visibility can become a clear AI-supported operating rhythm.
Open Readiness AssessmentPrototype Portal