Portner & Shure · DRAFT
Portner & Shure · DRAFT
30+ locations · 5 states · $500M+ recovered · 7 languages.
You’ve assembled a best-in-class stack. The gap isn’t the tools. It’s that they don’t talk to each other, and someone has to babysit every handoff.
Brittle Zapier glue and manual seams hold it together, and across 30 locations, the seams multiply.
Inferred, confirmed on discovery call
Here’s the part most miss: our AI can rebuild any piece of this stack, or all of it, from the ground up. We just don’t have to. Your tools already work, so we make them sing.
Default path: Neos stays your system of record, Evenup kept & amplified, and we conduct everything around them, across all 30 locations. But nothing is locked in: the day you want to replace a piece, the same AI team builds the replacement.
Every lead, Intaker, Simple Talk, RingCentral, ads, captured, deduped, and follow-up triggered instantly, then synced into Neos through Assembly's official integration. Replaces brittle Zapier glue with a managed layer.
Every lead captured, deduped, instant follow-up, synced into Neos.
Drafted client updates, status letters, deadline/SOL surfacing, coordinated around Neos, alongside Evenup (which keeps owning medical records & demands).
Updates, status letters, SOL surfacing, alongside Evenup.
Review requests + response drafting across 30 Google profiles. Governed, opt-in, outcome-neutral, attorney-approved templates, not blasted.
Governed review requests across 30 Google profiles.
Meta + Google Ads spend → lead source → signed case in Neos. Cost-per-signed-case visibility by location.
Ad spend → signed case: cost-per-case by location.
UPL: AI drafts, attorneys decide, no legal advice or autonomous client guidance. Confidentiality & privilege with access controls; no training on client data. TCPA / consent & call-recording disclosure on automated texts/calls. Attorney advertising rules on all review-solicitation & marketing copy. Conflicts checks surfaced, never bypassed. All client-facing comms attorney-reviewed before send.
Ethics built in: UPL · confidentiality & privilege · TCPA/consent · attorney advertising · conflicts · all client comms attorney-reviewed.
These are Portner & Shure’s own public figures, the scale our AI team is built to orchestrate across, consistently, in every location.
Past results do not guarantee future outcomes.
Indicative, final pricing confirmed after discovery. Plus itemized, no-markup pass-through (Claude, ChatGPT/Codex, an on-site Mac host, marketing-creative tooling). You see exactly what we charge and exactly what you’d pay third parties directly, at list price.