⚠️All providers are vetted as qualifying providers under Florida Bar Rule 4-7.22. Unauthorized lead generators are flagged and excluded.
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Directory Listings
Manage your profiles on Martindale-Hubbell, Avvo, FindLaw, Justia, and Google Business. Sync bio, practice areas, and client reviews across all platforms.
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AI Case Matching
SmartMatch™ AI analyzes your practice areas, availability, and case history to connect you with pre-screened prospective clients that are the best fit.
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Digital Marketing & SEO
Connect with certified legal marketing agencies for Miami, Tampa, Orlando, and Tallahassee markets. Bar-compliant Google Ads and local SEO.
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Analytics & ROI
Track which directories and referral sources generate your highest-value cases. Cost per acquisition, lifetime client value, and conversion rates.
AI Case Matching
SmartMatch™ · Pre-screened clients · Based on your practice areas and availability
🤖AI matches are updated daily based on your practice areas (Family Law, Personal Injury, Business), your location (Miami-Dade), and your current caseload.
👨👩👧
Family Law Match
93% Match
Parent seeking custody modification in Miami-Dade. Opposing party has attorney. Estimated 15–20 hours. Clean conflict check.
LLC dissolution dispute, $85k at stake. Both parties in Miami-Dade. Complex operating agreement. Possible conflict — review needed.
Directory Listings
Manage your presence across all major legal directories · Rule 4-7 compliant
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Martindale-Hubbell
AV Preeminent Rating · Profile last updated Mar 1
ACTIVE
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Avvo — Rating 9.2
47 client reviews · Rule 4-7.22 qualified
ACTIVE
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FindLaw
Profile incomplete — missing practice areas
INCOMPLETE
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Google Business Profile
4.8 stars · 31 reviews · Verified
ACTIVE
AI Legal Assistant
Powered by Claude · Florida Bar Rules · Research · Strategy · Compliance
🤖Responses are for attorney review only. Encrypted and privileged. Not advice to clients. Cites Florida Bar rules and Florida statutes.
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CounselPro AI — Powered by Claude
Ethics · Research · Strategy · Compliance
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Hello, Counselor. I'm your AI assistant, trained on Florida Bar rules and Florida law. Ask me about ethics, legal research, compliance, or case strategy. How can I help you today?
Now
📚 Saved Conversations
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Ethics: AI in Brief Writing
Rule 4-8.4 · Disclosure obligations…
Mar 25
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Research: Malpractice SOL in Florida
FL §95.11(4)(a) · 2 year SOL…
Mar 22
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Strategy: Rivera v. Harbor Pre-Trial
Expert witness · Daubert standard…
Mar 18
🔬 What AI Can Help With
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Ethics Guidance
Rules 4-1 through 4-8 · ACAP opinions · Advertising
🤖AI scores case strength (0–100), flags conflicts, assesses statute of limitations, and recommends next steps.
🎯 AI Analysis
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Complete the form to run AI analysis
Ethics Guidance AI
Florida Bar rules · ACAP opinions · Advertising compliance · Rule 4-1 through 4-8
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Ethics Advisor — Florida Bar Rules
Rules 4-1 through 4-8 · ACAP opinions
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I'm your Florida Bar ethics advisor. Ask me about the Rules of Professional Conduct, advertising requirements, fee arrangements, conflicts of interest, trust accounting ethics, or any Bar compliance question.
The 80/20 rule — outsource everything non-billable · Vetted service providers
💡Based on your 142 billable hours this month, you're spending approximately 38 hours on non-billable admin. Outsourcing could free up $14,440 in potential billable time.
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Trust Account Reconciliation
Monthly IOLTA reconciliation, three-way reconciliation reports, and automated Florida Bar compliance alerts by certified legal accountants.
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Bookkeeping & Invoicing
Automated invoicing, time tracking, and bookkeeping integrated with Clio Manage and QuickBooks. Florida Bar chart of accounts compliant.
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1099 & Tax Filing
Outsource 1099 preparation, contractor filings, and quarterly tax estimates to a certified legal accountant familiar with attorney trust rules.
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Virtual Paralegal
On-demand paralegal support for document prep, research, filings, and client communication. Supervised by your firm, billed by the hour.
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Virtual Receptionist
Live call answering, appointment scheduling, and client intake by trained legal receptionists. Never miss a new client call again.
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Legal Engineering & AI
Connect with legal engineers to integrate AI document drafting, smart workflows, contract analysis, and automation into your practice.
Digital Marketing & SEO
Florida Bar Rule 4-7 compliant · Certified legal marketing agencies · Miami · Tampa · Orlando · Tallahassee
📊 Your Online Presence Score
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Score
Google Ranking—
Profile Completeness—
Review Count (All Platforms)0 reviews
💡AI Insight: Adding 5 more client reviews and completing your FindLaw profile could move you to top 5 in Miami searches.
📣 Marketing Services
Legal Engineering & AI
Integrate AI and smart technology into your legal processes · Legal tech specialists
🔬Legal engineering is a growing niche where attorneys connect with tech experts to integrate AI, automation, and smart workflows into their practice — reducing cost, increasing speed, and improving client outcomes.
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AI Document Automation
Automate the creation of standard legal documents using AI. Intake → custom engagement letter in seconds. Saves 2–4 hours per new client.
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Smart Client Intake
AI-powered intake forms that pre-screen clients, score cases, and automatically check for conflicts before your first consultation.
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Contract Analysis AI
Upload any contract and AI flags risks, unusual clauses, and missing provisions. Supports review of vendor contracts, leases, and agreements.
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Workflow Automation
Connect with a legal engineer to automate your most repetitive processes — from client onboarding to billing cycles and compliance reminders.
Co-Counsel & Litigation Support
Verified Florida Bar members · Medical malpractice · Business disputes · Complex trials
All AreasMedical MalpracticeBusiness DisputesPersonal InjuryCriminalReal Estate
👥 Peer Attorney Network
⚕️
Daniel R. Whitmore, Esq. — Medical Malpractice
Board Certified · 18 yrs · Miami, FL · Available
AVAILABLE
💼
Patricia L. Nguyen, Esq. — Business Litigation
12 yrs · Fort Lauderdale, FL · Available
AVAILABLE
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Michael O. Torres, Esq. — Real Estate
Construction & Real Estate · 9 yrs · Tampa, FL · Busy
BUSY
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Isabelle K. Moreau, Esq. — International Business
15 yrs · Miami · Bilingual FR/EN · Available
AVAILABLE
Ethics & ACAP
Attorney/Consumer Assistance Program · Florida Bar Ethics Hotline · Rules Regulating The Florida Bar
ℹ️Cases are sourced from Florida Pro Bono Matters and matched to your practice areas. Add your practice areas in your profile to see matched cases.
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No cases matched yet
Once you set your practice areas in your profile, matched pro bono cases from Florida Pro Bono Matters will appear here.
Simple Will & Healthcare Surrogate — Disabled Veteran
Veteran, age 68, needs will, POA, and healthcare surrogate designation. Estate planning. ~4 hrs.
📍 Broward County⏱ ~4 hrs🏛 Estate PlanningVETERAN
Disaster Legal Services
Young Lawyers Division · FEMA Hotlines · Hurricane & Flood Recovery · Wildfire Aid
✅You are registered for the YLD Hurricane Recovery Hotline. Next shift: April 10, 9 AM–1 PM.
⚠️Florida Bar Rule 4-5.4 strictly governs fee splitting. All agreements generated here are templated to comply with Florida's requirements: client consent in writing, total fee reasonable, and proportional to services.
📝 Generate Fee Agreement
Rule 4-5.4 Checklist:
✅ Client must consent in writing
✅ Total fee must be reasonable
✅ Split must be proportional to services or joint responsibility assumed
✅ Both attorneys must be disclosed to client
📄 Generated Agreement
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Fill in the form and click Generate
RULE 4-5.4 COMPLIANT TEMPLATE
ROI & Time Savings
What CounselPro saves you every month · AI insights · Billable hour recovery
🤖These figures are calculated based on your actual usage data — time entries, AI tools used, documents generated, and tasks automated this month.
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0h
Admin Hours Saved
Use AI tools to start saving
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$0
Recovered Billable Value
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0
AI Documents Generated
Try AI Drafting
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0
Compliance Alerts Caught
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📊 Time Savings Breakdown
AI Document Drafting5.25 hrs saved
Automated Invoicing2.5 hrs saved
AI Client Intake3.0 hrs saved
Compliance Reminders1.5 hrs saved
Secure Messaging (vs email)1.9 hrs saved
💰 Annual Projection
PROJECTED ANNUAL VALUE
$64,752
Based on 14.2 hrs/month × 12 × $380/hr
Platform Cost (Annual)−$1,788
Net Annual Benefit$62,964
📈CounselPro delivers a 35x ROI on your subscription cost. Every dollar invested returns $35 in recovered billable value.
🤖 AI Usage Summary
AI Tool
Uses This Month
Avg Time Saved
Total Value
Top Use Case
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No AI usage yet
Start using AI features and your usage stats will appear here
Firm Dashboard
Managing partner view · Firm-wide compliance · Team performance · All attorneys in one view
ℹ️Firm Dashboard is available on the Small Firm and Enterprise plans. Upgrade to give your managing partner full visibility across all attorney accounts.