DIGI5Y for Consultants & Professionals

Turn first-time enquiries into long-term retainer clients. DIGI5Y gives you 24/7 AI Voice & Chat intake agents, dedicated remote CRM specialists, multi-office management, automated Google 5-star reviews, SMS follow-up campaigns, no-show prevention, seminar promo funnels, and retainer tracking — zero extra admin effort.

Missed Calls During Consultations = Lost Retainers

Every call that goes to voicemail during a client meeting or court appearance is a new case lost to the firm down the street. Professional clients book with whoever responds first — not whoever has the fanciest office.

No-Shows & Late Cancellations Drain Your Billable Hours

Empty consultation slots cost $200–$800 per appointment. Without automated SMS reminders and deposit policies, no-shows quietly drain 15–25% of your monthly billable revenue with nobody noticing until the trust account reconciles.

Clients Drift Away Without Follow-Up Triggers

A client completes an engagement and is never contacted for their annual review, tax filing reminder, or retainer renewal. Without automated follow-up sequences, repeat business slips and your most profitable clients quietly migrate to a competitor who stays in touch.

Own Your Client Database & Automate Every Touchpoint

Stop relying on phone tag, manual follow-up calls, and paper intake forms. DIGI5Y gives you a proprietary client management asset that generates consultations on demand — from first enquiry to 5-star review to retainer renewal, all in one system.

Dedicated Remote CRM Specialist

A dedicated remote specialist manages your CRM full-time — updating client records, tagging contacts by practice area, cleaning duplicates, and ensuring every lead, consultation, and engagement is tracked and followed up on time.

Virtual Practice Coordinator

Your remote assistant coordinates consultations, sends intake forms, chases missing documents, confirms appointments, and handles all the back-and-forth scheduling — so your partners and associates focus only on billable client work.

Pipeline & Retainer Tracking

Your remote specialist monitors your sales pipeline, tracks retainer utilisation, flags stale deals, sends follow-up sequences, and produces weekly performance reports — keeping your practice revenue visible and growing.

Compliance & Conflict Management

Your dedicated remote assistant runs conflict checks, maintains engagement letter templates, tracks filing deadlines, and ensures every new client is onboarded with the right compliance documentation — fully auditable.

Unified Multi-Office Dashboard

View revenue, billable hours, partner performance, and client data across every office in one screen. Compare branches, identify top performers, and spot underperforming locations instantly — no more juggling separate spreadsheets per office.

Cross-Office Consultation Booking

Clients book the nearest available office or their preferred partner across all branches. If their usual partner is fully booked at one location, the system suggests the next available slot at a nearby office — keeping the client in your firm.

Per-Office Partners & Practice Areas

Customize services, pricing, and partners per branch. Offer different practice menus, different retainer tiers, or different specialist rosters at each office — all managed from one central system without duplicate logins.

Office Revenue & Billable Analytics

Real-time revenue, consultation volume, average retainer size, and no-show rates per branch. Identify which offices are thriving, which need attention, and which seminars are working — all tied to your GrowthScore dashboard.

Unified Review Dashboard

All your Google, Facebook, Avvo, and Lawyers.com reviews in one live dashboard. Filter by rating, respond in one click, and track your average star trend month over month — across every office.

AI Review Auto-Responses

AI auto-drafts on-brand, professional replies to positive reviews within minutes. Negative reviews (1–3 stars) route privately to managing partners for service recovery before they escalate — protecting your firm's reputation proactively.

Smart Review Request Triggers

Fire a review request 30 minutes after a successful consultation, after a case closure, or after a 5-star in-app feedback submission — only when the client is most likely to leave a glowing review.

Reputation Analytics & Sentiment

Track review volume, star-rating drift, and service sentiment per partner and per office. Know instantly if a practice area or location is dragging your rating down — before it hurts your search ranking.

Practice & Client Journey Audit

We analyze your consultation flow, service menu, partner roster, review volume, and client touchpoints to craft your custom Consultants & Professionals Snapshot.

Client Database & Multi-Office Setup

Import existing client lists, configure multi-location settings, connect Google Business Profile for each office, and integrate your consultation calendar and practice areas.

AI Agents & Remote Specialist Activation

Launch your 24/7 AI Voice Intake Agent, SMS follow-up sequences, digital intake forms, post-consultation review requests, and onboard your dedicated remote CRM specialist.

Staff Training & Campaign Launch

Full walkthrough for partners and support staff, marketing calendar rollout for seminar and webinar promotions, and ongoing optimization to maximize client retention and referrals.