Altifluence
Intake Systems
The Time Saver Package
For Immigration Firms Ready to Handle 20–40% More Cases This Quarter
Start Recovering Time This Week — Before You Automate Intake.
The Time Saver is a done-for-you AI system deployed in 5–7 days. Your existing team can handle 20–40% more client matters — with faster documentation, automatic CRM logging, and zero manual note-taking.
§ What's Included
Four tools. Live in your firm. This week.
Deliverable 01
AI Call Transcription
Every client call, consultation, and internal meeting automatically transcribed and organised. No manual note-taking. Nothing lost between the call and the file.
Live within 48 hours of kickoff
Deliverable 02
AI Meeting Notes — auto-logged to your CRM
Structured summaries generated after every call — action items, key decisions, follow-ups — written directly into your matter records in Clio, MyCase, or Lawmatics. Your team documents more without touching a keyboard.
Syncs with whichever CRM your firm uses
Deliverable 03
AI Email Drafting — trained on your firm
Routine correspondence drafted in your firm's voice, not a generic AI voice. Informed by your case types, fee structures, and standard language. Reviewed and sent by your team in seconds, not minutes.
Built from your existing documents at kickoff
Deliverable 04
CRM Integration via Zapier / Make
Every AI output — transcripts, notes, drafted emails — flows automatically into your existing CRM. No manual entry. New contact fields pre-populated from intake calls. Matter notes created without anyone touching a keyboard.
Compatible with Clio, MyCase, and Lawmatics
One-time investment
$4,997
Deployed in 5–7 business days. Includes firm-specific knowledge base, CRM integration, and Revenue Leak Audit at close-out.
Stat · 01
5–7
Business days from signed scope to live system.
Altifluence delivery
Stat · 02
20–40%
More client matters handled per fee earner after deployment.
Capacity estimate
Stat · 03
$0
Manual CRM entries required. Every output logs itself automatically.
By design
Stat · 04
30 Days
Time Saver clients typically upgrade to full intake within 30 days of deployment.
Altifluence pipeline data
§ The Process
From signed scope to live system in five to seven days.
Day 01
Kickoff call
We align on your firm's CRM, case types, standard language, and existing documents. You share your fee agreements, intake questionnaires, and email templates — we use these to train the knowledge base. 60 minutes. No IT required on your end.
Days 02–05
Configuration & deployment
We build your firm-specific knowledge base, configure transcription and drafting tools, and connect everything to your CRM via Zapier or Make. You receive credentials, a live walkthrough, and confirmation that outputs are flowing into your matter records before Day 7.
Day 07
Revenue Leak Audit delivered
At close-out, we hand you a firm-specific report showing exactly how much revenue your intake workflow is currently leaving on the table.
Included at no extra cost
§ Compliance & Safety
Is this safe for my firm?
We guarantee data security across all systems we build, ensuring compliance with ABA, DPA and other regulations.
Compliance Architecture
Scoped to intake, never to counsel. Designed around the rules you already answer to.
UPL containmentRule 5.5
Information capture only. No case assessment, no legal interpretation. Scripted, recorded disclaimer on every call — no attorney-client relationship formed at intake.
Confidentiality architectureRule 1.6
Firm-isolated environment. No shared consumer AI infrastructure. No model training on client data. TLS 1.2+ in transit, AES-256 at rest.
Data residency & processor chainState bar
US-based infrastructure throughout. Signed DPAs with all third-party processors. Full processor chain disclosed on request.
Consent & recording complianceECPA / state
Automated system disclosure on call initiation. Recording notices configurable for all-party consent jurisdictions. ECPA-aligned by default.
Network isolationRule 1.1
No access to your PMS without explicit integration sign-off. RBAC throughout. Security overview provided for IT or outside counsel review pre-deployment.
Supervisory control retainedRule 5.3
All captured data routes to your supervising attorney before action. No autonomous matter decisions. Full audit log maintained per interaction.
AES-256 encrypted
US data residency
DPA on file
RBAC access controls
UPL-scoped by design
— Daniel Talero · Founder, Altifluence
§ The Operator
"The Time Saver gives you immediate ROI on AI — and an entryway to compounding benefits across your firm."
01
Former KPMG & WSP senior consultant
02
Wharton certified · Forbes contributor
03
DOJ federal immigration court contractor
04
Fluent Spanish · 100K+ user systems shipped
§ Ready When You Are
Ready to do more with the team you have? Your first tool goes live in five days.
$4,997
One-time. Includes knowledge base build, CRM integration, and Revenue Leak Audit. No recurring fees. Cancel before kickoff for a full refund.
25%
You're Here
50%
Kickoff Call Booked
75%
Tools Live in Your Firm
100%
Revenue Leak Audit Delivered