Elevate your practice.
Automate the intake.
For elite Law Firms and Wellness Practices, the client experience begins long before the first consultation. SitePilot is a Unified Operating System that handles high-stakes intake, scheduling, and billing with the precision of a senior partner.
ABA-Compliant Workflows
Intake Efficiency
Weekly Billable Gain
Client Retention
Case/File Sync
The “Administrative Tax” is costing you your best work.
Top-tier professionals shouldn’t be chasing e-signatures or manually rescheduling appointments. When your systems are fragmented, your focus is divided. SitePilot eliminates the friction of practice management, allowing you to operate at your highest level of competency.
Poor intake flow leads to “ghosted” consultations and lost retainers.
Manual billing cycles create cash flow gaps and awkward client conversations.
Architected for Authority.
We replace “busy work” with intelligent systems that serve your clients as well as you do.
White-Glove Intake
Dynamic, conditional forms that capture vital case data or patient history. Auto-vet leads before they ever reach your calendar.
Concierge Scheduling
Intelligent availability mapping. SitePilot handles multi-office locations and different session types with automated reminders to reduce no-shows by 40%.
Automated Retainers
Integrated e-signatures and payment gateways. Send a proposal and get the deposit paid in the same session. Secure, encrypted, and seamless.
From Inquiry to Resolution.
SitePilot doesn’t just manage data; it manages the relationship. Whether it’s a personal injury case or a wellness plan, we automate the touchpoints that build trust.
Automated Discovery
AI-driven SMS triage determines the urgency of a client’s request and routes them to the correct documentation instantly.
Secure Document Vault
HIPAA-compliant file uploads. Clients can securely send medical records or legal evidence directly from their mobile device.
Automated Follow-Up
Post-consultation nurture sequences that keep your firm top-of-mind and increase referral rates by 30%.
Executive Dashboard
Q1 Performance View
New Intakes
24 this week
+12% vs LW
Revenue Pipeline
Target: $250k
$187k Current
Pending Client Actions
8 clients awaiting e-signature on retainers
Scale with elegance.
Don’t let software constraints dictate your growth. We build the SitePilot architecture to match your unique professional workflow.
Professional Concierge
Available for integration
support 24/7/365.
