AI Intake Audit

SalesBridge for law firms, built around your intake

SalesBridge is a platform, not an intake process. The work is deciding who answers first, how a form gets routed, when a follow-up fires, and who owns a lead that goes quiet.

See the $2,500 auditOr read what it covers
4.7 on GoogleSince 2021more than 17 years inside a Washington law firm
Chris Kaneshiro, founder of Brand75, at home.
AI Intake Audit
$2,500Fixed scope, no hourly billing.
more than
17 yearsinside a Washington law firm
Since
2021Brand75

AI Intake Audit

What gets decided before anything is built

Brand75 builds those decisions into the account. Law firm work starts with a $2,500 flat intake audit, then builds what the audit calls for.

SalesBridge holds the contacts, the pipelines, the calendar and the automations. None of that tells you how your firm should answer a new lead. These are the decisions the audit settles first.

SalesBridge runs on GoHighLevel.

  1. Who answers first, and who is the backup when that person is in court.

  2. Which form fields a caller must give before the conversation moves on.

  3. How long a lead waits before a follow-up goes out, and what that follow-up says.

  4. When a consultation gets booked, and who confirms it.

  5. What counts as a dead lead, and who decides that.

AI Intake Audit

What we build in the account

  1. Intake forms

    Intake forms and pipeline stages built for legal work.

  2. Missed call text back

    Missed call text back, with the message written for a law firm.

  3. Appointment reminders

    Appointment reminders before a consultation.

  4. Review requests

    Review requests after a matter closes.

  5. Follow-up for leads

    Follow-up for leads that do not answer.

  6. Marketing source

    Marketing source kept on the record, so a consultation can be traced back to the page that produced it.

Brand75 / Configuration blueprint
Agree on the process.
Then build the account.
DECISION TO MAKEWHERE IT IS CARRIED
Who answers first?
Intake ownership & backup*
What do we need to know?
Intake forms
When do we follow up?
Follow-up automations
Who confirms the consultation?
Calendar & reminders
When is a lead closed?
Pipeline stages
*OWNERSHIP IS A PROCESS DECISION, NOT A CLAIM ABOUT A SPECIFIC PLATFORM SETTING.ILLUSTRATIVE MAPPING
Each line connects a firm decision with the part of the process or account that carries it.

Figure 1. Five intake decisions and the account settings

Chris Kaneshiro, founder of Brand75, at home.

Brand75

Who builds it

Chris Kaneshiro has spent more than 17 years inside a Washington State law firm and still works there as Director of Sales Operations while running Brand75, which he founded in 2021. He rebuilt that firm's intake, CRM, digital marketing and day-to-day operations. Brand75 builds intake and CRM automation in SalesBridge, HubSpot and Clio-compatible tools.

More about Chris covers the years before Brand75.

Washington State law firm
more than 17 years
Brand75
founded in 2021

AI Intake Audit

What it costs

$2,500

The AI Intake Audit is $2,500 flat. Fixed scope, no hourly billing. Prices are for new engagements.

Start with the audit

See what an audit costs before you book.

What this page does not claim

  • That SalesBridge by itself brings in more clients. The account does what it is configured to do.
  • That Brand75 is an official SalesBridge partner or certified expert. This page makes no such claim.
  • That another agency's build is worse. This page describes one way to do the work.
  • That this page gets your firm recommended by an AI assistant. Nothing here is a visibility claim.

Common questions

Is SalesBridge a good fit for a law firm?

It is a fit when a firm needs one place for leads, follow-up, booking and reminders, and has someone who will decide how each of those works. It is a poor fit when nobody owns intake and the software is expected to invent the process.

Can you work in our existing SalesBridge account?

Yes. The audit describes the chain you actually have, so nothing is changed or rebuilt before the map is finished.

Do we have to use SalesBridge?

No. The audit is platform independent. Brand75 also builds in HubSpot and Clio-compatible tools.

Book a free call.

Bring the account if you already have one.

Book the intake audit
4.7 on GoogleSince 2021more than 17 years inside a Washington law firm