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Business setup · Professional services

Law firm

Paid consultations in the calendar, matter intake with a conflict check, client documents by link, billable hours and fee agreements in instalments.

Use in EraAll templates
modules
9
agents
3
workflows
2
sample services
4
site pages
4

What Era prepares for this business

For a law office handling employment, family, commercial and property matters for individuals and companies: an enquiry is a lead that goes through a conflict check and a paid first consultation, a retained matter gets a fee agreement paid in instalments, clients upload their power of attorney and evidence from one link, lawyers log hours against each client, and a Monday task lists the week’s hearings so no deadline is missed.

Modules9

  • Sales
  • Appointments
  • Team
  • Invoices
  • Document requests
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Intake assistant

    Records a new enquiry, asks for the opposing party and books a paid consultation after the conflict check.

  • Document intake

    When a client uploads a document, tells the lawyer and lists what is still missing.

  • Time capture

    After every consultation or client meeting, reminds the lawyer to log the time.

Sample services and prices4

Comes with the setup; swap in your own prices.

First legal consultation — 60 min60 min₺5,000
Contract review meeting — 90 min90 min₺7,500
Online consultation — 45 min45 min₺4,000
Client file meeting60 min₺0

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Law firmAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Appointments
    • Team
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Intake assistantReady
    • Document intakeReady
    • Time captureReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Law firm

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era