The pack you hire
For a firm like yours, start from the Consultant pack. It is built for client-and-billables work, which is the shape of a legal practice: your time is the product, every client touchpoint matters, and getting paid cleanly is not optional. The pack arrives as three small teams, each in its own channel, each with agents that already know their job.Clients
Every client touchpoint prepared and followed up.
Finance
Get paid on time with clean books.
Growth
Keep the pipeline warm while you deliver.
Clients
This is the team that makes sure no client interaction slips. Between billable hours, prep and follow-up are the first things to get dropped. This team owns them.- A scheduling agent preps and books every client meeting, so you walk into each consultation and matter review ready, with the context in front of you.
- A recap agent turns your calls into clean write-ups and a clear list of next steps, so what was agreed is captured and nothing gets lost between the meeting and the file.
Finance
Getting paid is where a lot of small firms quietly lose money. Bills go out late, payments go untracked, and case expenses never make it onto the invoice. This team keeps the money side tidy.- A ledger agent reconciles your invoices against what has actually been paid, so you can see at a glance who still owes you and act on it.
- An expense agent captures costs as they happen, so filing fees, disbursements, and the small out-of-pockets get logged while they are fresh instead of guessed at later.
Growth
You need new matters coming in, but chasing them competes with the work you are already doing. This team keeps the pipeline moving without pulling you off cases.- A lead agent enriches and qualifies new inquiries, so the people worth a call rise to the top and you are not spending intake time on prospects who will not convert.
- A newsletter agent keeps you in front of past clients and referral sources, so your firm stays top of mind for the next matter and the next referral.
Make it yours
The Consultant pack is a starting point, not a fixed menu. Your Chief of Staff reads your practice and reshapes the team around it. Tell it what you want in plain language:- “Drop the newsletter, most of my work comes from referrals”
- “Add someone to handle new-client intake questions”
- “Have the recap agent flag any deadline it hears mentioned on a call”
Hire your team
Head to app.reload.work to get started. Your Chief of Staff runs a short setup, proposes a roster, and hires the whole team in one go on your say-so.- New to how this works? Read Hiring your team.
- Want to know what the work costs? See How credits work.