Flying Leap Studio
← Back to Overview
You're on the calendar for November

You're in! Here’s what happens next.

Check your inbox for your calendar invitation and Zoom link. We're looking forward to digging into your firm’s intake process and finding where the money is currently leaking.

1

Show up on Zoom

Plan for 30 minutes on a computer with good internet. Bring an honest look at how prospects currently find you and book with you.

2

No slick sales pitch

We ask a lot of direct questions about your intake pipeline. If GrowthOS isn’t a fit, we’ll say so plainly and point you in the right direction.

3

Leave with a clear estimate

You’ll leave with an exact estimate of what your custom 4-6 week buildout will cost and what software subscriptions we can cut.

Your First Homework Assignment

Your first homework assignment is a fun one.

Usually, when we onboard a client, an unexpected benefit is that we save them a ton of money on their software subscriptions. Most law firms end up paying 7 to 10 different companies for tools that don't even talk to each other — CRM, Calendly, DocuSign, Zoom, Loom, Asana, Mailchimp, Typeform, and text messaging apps.

With Leadli (our white-label platform included with GrowthOS), almost all of those subscriptions can be replaced for just $199/month.

First Homework Assignment • Software Audit

Drop Your Tech Stack & Save Calculator

Check off every tool your firm pays for each month — your CRM, your Loom account, your Asana subscription. We'll show you exactly what you can drop and replace with Leadli for just $199/month.

3 users

Adjusts per-user tools like CRM, Zoom & Asana.

Make it as accurate as you can. Open your statements, count your seats, and add anything we missed. The more honest this is, the better your estimate on the call. When you're done, hit Save My Tech Stack and we'll keep it tied to your booking.We'll save this alongside your booking details.
What are you dropping? (11 selected)
|
Drop your CRM subscription
$165/mo
$55/user × 3
e.g. HubSpot, Pipedrive, Lawmatics, Clio Grow
Replaced by Leadli: Complete unlimited estate planning pipeline, contact history, smart tags & notes
Drop your Calendly / scheduling tool
$48/mo
$16/user × 3
e.g. Calendly, Acuity, Chili Piper
Replaced by Leadli: Unlimited service calendars with automatic round-robin, intake forms & SMS confirmation
Drop your Mailchimp / email tool
$65/mo
flat rate
e.g. Mailchimp, ActiveCampaign, Constant Contact
Replaced by Leadli: Visual drag-and-drop email builder, automated nurture sequences & broadcast campaigns
Drop your separate texting app
$45/mo
flat rate
e.g. SimpleTexting, EZTexting, Podium
Replaced by Leadli: Direct 2-way SMS conversations, automated appointment reminders & text snippets
Drop your DocuSign plan
$105/mo
$35/user × 3
e.g. DocuSign, PandaDoc, Adobe Sign
Replaced by Leadli: Built-in legally binding e-Sign for engagement letters, fee agreements & disclosures
Drop your Typeform subscription
$39/mo
flat rate
e.g. Typeform, JotForm, Wufoo
Replaced by Leadli: Custom multi-step estate planning intake forms that map directly into your CRM fields
Drop your funnel builder
$99/mo
flat rate
e.g. ClickFunnels, Leadpages, Unbounce
Replaced by Leadli: Fast-loading video education funnels, workshop registration pages & custom subdomains
Drop your Zoom account
$48/mo
$16/user × 3
e.g. Zoom Pro, Google Meet Business
Replaced by Leadli: Native Leadli Video Rooms embedded right inside consult links — no separate Zoom licenses required
Drop your Loom account
$45/mo
$15/user × 3
e.g. Loom Business, Vidyard
Replaced by Leadli: Record custom walkthroughs of drafts or quick client messages directly from your unified inbox
Drop your Asana subscription
$42/mo
$14/user × 3
e.g. Asana, Monday.com, ClickUp, Trello
Replaced by Leadli: Firm task boards, automated onboarding checklists, milestone triggers & staff assignment
Drop your live chat tool
$79/mo
flat rate
e.g. Intercom, Drift, Tidio
Replaced by Leadli: On-site lead capture widget that routes incoming inquiries straight into SMS & CRM pipelines
Drop your review software
$249/mo
flat rate
e.g. Birdeye, Podium, Broadly
Replaced by Leadli: Automated Google Review requests triggered the moment a client signs their final estate plan
Drop your separate phone system
$85/mo
flat rate
e.g. RingCentral, CallRail, Grasshopper
Replaced by Leadli: Recorded intake lines, call whisper, automated missed-call text back & local firm numbers
Drop your social scheduler
$25/mo
flat rate
e.g. Buffer, Hootsuite, Later
Replaced by Leadli: Schedule educational posts across LinkedIn, Facebook & Google Business in one view
Drop your course platform
$149/mo
flat rate
e.g. Kajabi, Teachable, Skool
Replaced by Leadli: Gated estate planning resource library & on-demand video modules for client families
Drop your separate AI subscriptions
$60/mo
$20/user × 3
e.g. ChatGPT Plus, Claude Pro, Jasper
Replaced by Leadli: Built-in Leadli AI conversation engine, smart response drafting & voice transcription
Paying for something else?
$
Live savings summary
Your estimated annual software savings
$6,504/year

You could save $542/month while upgrading to a single, unified intake machine.

Current monthly spend (11 tools):$741/mo
Current annual spend:$8,892/yr
Leadli (GrowthOS Core):$199/mo
Net in-pocket savings:+$542/mo

Software savings alone frequently cover the entire $199/month software cost of your GrowthOS engagement.

Official Confido Legal PartnerTrust / IOLTA Ready

Operating & Trust account payment routing

Unlike standard payment tools, we can route retainers straight to your IOLTA Trust Account and earned fees into your Operating Account — 100% compliant.

ZoomIncluded
LoomIncluded
Asana/TasksIncluded
Heads up: we didn't catch your booking details on this visit, so we can't tie this audit to your account yet. Book your discovery call from the home page and your tech stack will save automatically.

We'll review this together on your discovery call and build your estimate from here.

Official Confido Legal Partner

Compliant Trust & Operating Payment Routing

Most general marketing platforms can’t touch legal payments because they violate state bar trust accounting rules. Because Flying Leap Studio is an official partner with Confido Legal, our intake systems can route payments appropriately:

  • Retainers & Unearned Fees: Directed straight into your IOLTA Trust Account.
  • Flat-Fee Plans & Consult Fees: Deposited directly into your Operating Account.
  • Zero Commingling: Processing fees are never deducted from trust accounts.
More Than Just a CRM

A Few Things You Might Not Expect Included:

Native Video Rooms (Zoom Replacement):Host intake consults directly inside your custom branded domain without paying for extra Zoom seats.
Video Screen Walkthroughs (Loom Replacement):Record personalized explanations of drafts and email them directly to clients from your intake dashboard.
Project & Task Management (Asana Replacement):Automate team checklists so drafting attorneys and paralegals know the second a check clears.
Want to see the entire feature suite?Explore Leadli Features