Intake-heavy and desk-based. The Blue Heron AI Accelerator puts an AI front desk on your line by Week 2, follow-up by Week 4, and your industry's workflow agents by Week 6, each one approved by your team before it acts on its own.
Answers in legal terms, drafts the industry playbook, and hands the hard questions to Thomas Bedell or the industry ambassador. Ask Victoria
| Week | Focus | What goes live |
|---|---|---|
| 0 | Baseline | Industry Assessment; calls, missed calls, average ticket and close rate recorded |
| 1 | Business Record | CRM in the industry template; customers imported; services, hours, area, pricing policy and voice written down |
| 2 | Front desk live | Receptionist on forward-when-no-answer; website receptionist; handoff alerts |
| 3 | Booking and text-back | Transcripts, recordings, texting and booking rules; escalation paths |
| 4 | Follow-up and consent | Outbox follow-ups for unbooked callers and open quotes; consent rules; one reactivation campaign |
| 5 | Workflow agent 1 | The highest-value workflow from the assessment, in suggest mode |
| 6 | Tools and agent 2 | QuickBooks, Gmail or other tools connected; a second agent for Pro and VIP |
| 7 | Autonomy and rules | Off, suggest, draft or autonomous set per task; approvals queue; team AI rules |
| 8 | Command center | Dashboards, daily agent reports, results against Week 0, a 90-day plan |
The full Accelerator page: seats, pricing and the guarantee →
Intake-heavy and desk-based. Revenue arrives by phone, the AgentWorks catalog lists workflow agents for legal, and someone is at a desk during business hours, so the front desk pays off in Week 2 and the agents have a playbook to follow.
Victoria is the AI advisor for legal: an agent that answers in the industry's terms, drafts the industry pages and assessments, and hands hard questions to a person. Victoria is AI and is always labeled as AI.
Week 1, the business record in the legal template of the free CRM. Week 2, the AI front desk answering forwarded calls. Week 4, follow-up for unbooked callers and open quotes. Weeks 5 and 6, the highest-value legal workflow agents from the assessment, in suggest mode first.