New Client Onboarding

Let's build something
worth being known for.

Two tracks, one conversation. This intake covers your personal brand and your AI product vision. Be candid — it directly shapes the quality of everything we build.

Personal Brand AI Product Tech Law Confidential
Track A Personal Brand Who you are, how you think, and how the world should know you.
01 / 08
You as a Lawyer

Before we talk positioning, we need to understand your practice — and the instincts that make you good at it.

SaaS contracts, IP licensing, data privacy, startup advisory, AI regulation, M&A, employment in tech, cross-border transactions — which of these are actually your bread and butter?
Firm history, pivotal matters, transitions, the moment your specialisation clicked.
Honest answer. This shapes what we amplify in your brand.
02 / 08
Personality & Working Style

Brand is a reflection of character — not a costume. These questions surface who you naturally are.

The thing they'd say to a colleague before making a referral. The reason they'd vouch for you.
Select all that resonate — most people are a blend.
Interests, obsessions, hobbies, things you read, things you argue about at dinner. This adds texture to a brand.
Select all that apply.
1 = strongly prefer to stay private / 10 = fully ready to be known and opinionated
Prefer privacyLoud & opinionated
03 / 08
Your Legal Philosophy

The most memorable personal brands are built on a genuine point of view — not just expertise.

No filter. This is the rawest version of your point of view. It doesn't have to be fully formed.
Doesn't have to be Australian. Even noting a brand you'd actively avoid helps us define direction.
04 / 08
Goals & Audience

Brand without a business objective is just aesthetics. Let's tie this to outcomes.

Industry, role, company stage, geography, what they're building, what keeps them up at night legally.
Be specific. Inquiries, followers, speaking slots, product signups, revenue — whatever actually matters to you.
e.g. Social media policy, active matters, personal boundaries, bar association rules on advertising.
Track B AI Product Your vision, your users, and how we build it without cutting corners.
05 / 08
The Problem & Vision

We start with the problem and the person — not the technology. What changes for someone when this exists?

Describe it as you would to a smart client who doesn't care about technology.
Name them, describe their day, their frustration, their budget reality.
06 / 08
Regulatory & Ethics Constraints

As a lawyer building for lawyers and clients, the compliance layer isn't optional. We design for it from day one.

This is the foundational product design question. Advice requires a client relationship, information does not — the answer shapes the entire liability architecture.
Legal Information Only
The app informs — it doesn't advise. Clear disclaimers, no client relationship implied.
Legal Advice (supervised)
App output is reviewed or endorsed by a qualified lawyer before it reaches the user.
Internal Use Only
Used by the firm's own lawyers — not client-facing at this stage.
Not decided yet
I need to work through this — it's one of the things I want help with.
07 / 08
Scope, Stage & Business Model

Understanding where this sits commercially shapes every architecture and pricing decision we'll make.

Standalone SaaS Product
I want to build and monetise a product that operates independently of my legal work.
Practice Lead Gen Tool
The app generates qualified leads that convert into legal engagements — it's a front door.
Internal Efficiency Tool
I want to automate and accelerate my own firm's delivery — not sell the tool externally.
Both — Revenue + Practice
It generates revenue AND improves how my firm operates. I want both outcomes.
Conversations, surveys, waitlist signups, competitor research, your own client behaviour — anything counts.
08 / 08
Working Together

The last section. This helps us design a working relationship that actually fits your life — not an idealised version of it.

This helps us pitch, scope, and present work in a way that maps to how you actually evaluate things.
Data-First
I need clear evidence, benchmarks, and ROI projections before I commit to anything.
Instinct + Trust
If I trust the person and the approach feels right, I move quickly. I don't need every detail first.
Proof of Concept
I want to see something working before I fully commit. Small start, then scale.
Research Thoroughly
I compare options, read everything, and take my time. Rushing a decision makes me uncomfortable.
That's everything.

All responses are confidential. We'll come back to you within 2 business days with a recommended scope for both tracks.

We review every intake personally before responding — no automated replies, no generic proposals. You'll hear from us with something genuinely useful.

✓
Intake received.

We'll review your responses and come back within 2 business days — with something genuinely useful, not a template.