Stop losing track of missing evidence: build an AI-worker team around your intake checklist

Your intake packet arrives incomplete, the checklist item nobody can confirm, and a client waiting on a document request that has to be precise. For immigration-law boutiques, that gap between approved intake material and the missing-evidence brief is the work most likely to stall a matter. A hands-on Zati workshop gives you workers that carry that responsibility — built with you, run by you, and stopped at the point where your attorney decides.

Your free 30-minute discovery call: book with David. You receive a free audit of your website's SEO, AEO and GEO, a preview of how a redesign could look, and a demo of what we could build for your practice. You keep the audit report and redesign preview whether or not you book a workshop — no purchase obligation, no strings.

What we build with you

A website clients and answer engines can find

Bring your current site and the pages that explain your services. We use the audit to work through technical SEO, service and practice-area pages, mobile layout and the contact path a prospective client takes to reach a real person. AEO and GEO work makes your business information clearer and easier for AI answer engines to access and interpret. We redesign the agreed pages with you and show you how to update them, so the next improvement does not have to become another development project.

An xAI voice agent for your first calls

Many boutique practices still lose inquiries after hours or during intake. We set up an xAI voice agent around your practice information, the questions you are commonly asked, and the details you need from a caller. You work through the call flow and test what happens when the agent needs a person. Any booking, quotation, transfer or connected-tool action is agreed with you before it is enabled — your practice decides what runs automatically and what waits for confirmation.

An AI-worker organization with clear responsibilities

We start with the smallest team that makes one responsibility clear: turning an approved intake export and an attorney-approved checklist into a brief that states what is missing, where each item came from, and who acts next. Two or three typical roles:

Intake research worker — compares the approved checklist against supplied material and returns each item with its source, status and any conflicting information.
Document-request drafter — turns confirmed gaps into a document-request message using your approved language, and lists the questions the client still has to answer.
Review worker — checks the draft against your brief, flags any claim that cannot be traced to the reviewed material, and marks what needs attorney confirmation.

We also create SEO, AEO and GEO maintenance workers: review pages, identify gaps, suggest updates and prepare changes for your review. Roles, instructions, context and handoffs are designed using Zati, Muse or GrokBot where the selected platform suits your work — they are alternative tool choices, not automatically interoperable.

The skills to keep it working

You do the work alongside David. Practice changing information, reviewing a worker's output, spotting a mistake and making the next improvement yourself. You finish operating the agreed setup and explaining how to maintain it, and you keep your accounts, operating guidance and a practical routine for checking the work.

A prospective first workflow

Picture one matter: an approved intake export, your attorney-approved checklist, and the correspondence staff already collected. The worker drafts the missing-evidence brief, the designated reviewer checks it, and the attorney decides what is legally sufficient, what must be requested, and what goes to the client. A document request is drafted and approved by a person before anything is sent. Sensitive records stay in your case-management and document systems; begin with approved supplied material, since connected access depends on supported capabilities and permission.

Choose the workshop depth that fits

Practice asking workers for tasks, reviewing their work and improving instructions through conversation.

Scope is agreed on the call, and each package has a written scope and quote.

2 hours — one agreed improvement or one worker, with hands-on practice and clear next steps.
4 hours — one focused workflow and its maintenance routine, with time to test and repeat changes yourself.
8 hours — a broader setup across the agreed website, voice or worker tasks, with more practice on how the pieces fit.
16 hours — connect several agreed parts of the practice and build confidence operating and improving the setup.
32 hours — a deeper, multi-workflow programme with implementation, repeated practice and a more extensive operating playbook.

Hosting is optional. If you want free website hosting, we help set it up and show you how to manage it; you can also keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate costs, identified before the workshop.

Questions before you begin

Does this replace our attorney review? No. No AI makes legal, medical, tax or professional decisions for your practice. Workers prepare and flag; your attorney or designated reviewer authorizes.

Will it connect to our case-management system? Bring your current tools to the call. We assess the connections, access and outputs your setup would need.

Can you guarantee rankings or AI citations? No. We improve the agreed pages and build a maintenance process; search and answer engines determine their own results.

See what we could build for your practice

Book your free 30-minute call. Bring your website and one recurring responsibility — a checklist workflow, an example of its inputs, and the result you want to see. No client records are needed for that first conversation. Keep your audit report, redesign preview and a clearer idea of the next step, whether or not you choose a workshop.

Questions before booking: david@sire.run