Sandbox Synergy
SANDBOXSYNERGY
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For law & accounting

Custom AI tools for law and accounting firms.

Onboard clients faster, summarize long documents in seconds and give every client a secure place to upload, sign and pay.

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Live branded preview in 60 seconds below · No sales call required

What we fix first

Document overload

A document reader pulls the key terms, dates and numbers from long files in seconds.

Slow client intake

Automatic intake and document requests replace back-and-forth emails.

Chasing payments

A secure client portal for uploads, e-approvals and one-tap payments.

What's included

The tools we'd build for you.

  • 24/7 Chat & Phone Receptionist

    An always-on helper that answers common questions and books appointments day or night.

  • Automatic Text & Email Follow-Up

    Polite follow-ups go out to missed callers, open quotes and unpaid invoices on their own.

  • Online Payments & Customer Login

    A secure page with your logo where customers approve work, upload files and pay invoices in one tap.

  • PDF, Bid & Invoice Reader

    Drop in any long PDF, plan, invoice or contract and get the key numbers and dates in seconds.

  • Staff Roles & Multi-Location

    Owners see everything; each employee or branch only sees their own jobs.

  • Ask-Anything Company Coach

    A private assistant trained on your price sheets, procedures and past jobs. Staff ask a question, get your company's answer.

How it works

  1. 01

    Answer a short survey about your business and what slows you down.

  2. 02

    See your plan, timeline and price — then a private preview within 72 hours.

  3. 03

    Launch in about three weeks. We host, maintain and keep improving it.

System Spec30-Second Quote Intake & 6:00 AM Lead Sources for Law & accounting▼

sampleQuoteFlow · 4-Step Intake

  1. 1. Which law and accounting firms service or package do you need quoted?

    Options: Business entity formation/contract review, active litigation/dispute intake, multi-state tax advisory, or monthly controller retainer

    Logic: Selects the exact service template, crew/specialist duration, and minimum call-out or base fee for law and accounting firms.

  2. 2. What are the job specifications (matter complexity, entity count/structure, and filing jurisdiction)?

    Options: Interactive selector for matter complexity, entity count/structure, and filing jurisdiction plus optional 1-tap smartphone photo or document upload.

    Logic: Applies your flat-fee engagement retainer or tiered complexity band with 1-tap e-sign and trust deposit to calculate an instant, accurate ballpark range in 30 seconds.

  3. 3. What are the site access, location, or compliance conditions?

    Options: Counterparty or IRS/court notice deadline, number of operating entities/states, and prior-year revenue volume

    Logic: Automatically factors in travel radius, equipment access, or code compliance requirements so margins stay protected.

  4. 4. How soon do you need this scheduled and how would you like to lock in your slot?

    Options: Statutory 72-hour emergency filing deadline, 14-day standard engagement onboarding, or quarterly tax planning

    Logic: Matches live calendar availability, collects a 1-tap booking deposit, and dispatches confirmation via SMS.

dailyLeadSources · 6:00 AM Engine

01. Secretary of State New LLC, Corporation & Foreign Qualification Filings
Signal: Newly formed operating companies, multi-member LLCs, and out-of-state entities registering in your state
Fields: Registered agent, managing member/officer names, principal office address, and incorporation date
02. County Civil Court Docket, Probate & Commercial Lien Filings
Signal: Newly docketed commercial contract disputes, probate estate openings, and tax lien recordings
Fields: Case number, filing party, unrepresented respondent address, and statutory response deadline
03. Municipal Commercial Property Transfer & Business License Registry
Signal: Operating businesses changing ownership, acquiring commercial real estate, or applying for specialty licenses
Fields: Buyer/seller entity names, transaction valuation, business address, and principal contact details

Live System Portal

Tell us about your business.

Front Facing Website

Agency: $18,500 + $1,200/mo

$797 + $197/mo

You save $17,703

Build My Website Preview →

Front Facing Website + Back End Portal

Most chosen

Agency: $45,000 + $2,500/mo

$1,497 + $397/mo

You save $43,503

Build My Complete AI System →

Questions, answered.

Is client data secure?

Yes. Your tools run privately for your firm, and access is controlled per person — partners, staff and clients each see only what they should.

See exactly what we'd build.

One question at a time. Your tools, timeline and price at the end.

Build My Custom AI System →

Related: Custom lead generation · AI receptionist · Instant quote calculator