01
A prospect inquires — we capture and book them
Someone fills out your intake form or opens the chat on your site. We capture their details, reply instantly, and send a link to book a consultation — even after hours.
even at 9 PMBook more clients
and stop chasing paperwork.
We turn website visitors into booked consultations, then collect every client document automatically — so you're never the one sending reminders.
20-minute call · no pitch, no pressure · we reply within 24 hours
What it handles for you
- Every inquiry, captured
- Consultations, booked
- Documents, collected
- Follow-up, year-round
How it works
Set it up once. It runs in the background.
Three steps, in the order a client actually moves through your firm — from first hello to a review after the engagement.
02
We collect their documents for you
New and returning clients get a tailored checklist — engagement letters, intake forms, records — and automatic reminders that chase only the items still missing, until the file is complete.
day 3 · 7 · 1203
We keep clients close all year
After an engagement wraps we ask for a review, and year-round deadline reminders — quarterly check-ins, renewals — keep you top of mind and surface more work.
all yearBuild your plan
Pick only what you need
Three tiers, built around the way a client actually moves through your firm. Most firms start with Paperless Season.
01
Client Intake Starter
Capture, qualify, and book every website visitor — automatically, day or night.
setup $1,000monthly $500/mo
See what's included
- Website chatbot & client intake — 250 conversations/mo included
- Online booking synced to your calendar
- Automatic Google review requests after each engagement
- Email support
Extra chatbot conversations beyond 250/mo: $70 per 100 ($0.70 each).
02RECOMMENDED START
Paperless Season
Never chase a client for paperwork again — the whole checklist runs itself.
setup $2,000monthly $750/mo
See what's included
- Everything in Client Intake Starter
- Tailored per-client document checklist & secure request
- Automated day 3 / 7 / 12 chase of missing items
- Engagement-letter e-signing (~$2–4/doc, billed at provider cost)
- Quarterly & renewal deadline reminders
- Website care & updates
- Priority email support
We never receive or store client documents — clients upload to your own secure portal.
03FLAGSHIP
Automated Practice
Your whole practice on autopilot — custom automations, client SMS, and a standing automation engineer.
setup $4,000monthly $1,000/mo
See what's included
- Everything in Paperless Season
- 2 simple-to-medium automations built per quarter
- SMS updates & reminders for your clients — 300 messages/mo included
- Monthly automation review call
- Priority support
Additional SMS beyond 300/mo billed at provider cost (~$0.01–$0.02/message, via Twilio). Larger automations quoted separately.
04
Website Build
A modern, credible website built to win trust and rank locally.
setup $2,500monthly $75/mo
See what's included
- Custom mobile-first design
- Up to 5 pages + local SEO basics
- $75/mo Website Care — waived if bundled with Paperless Season or Automated Practice
05
Custom Automations & Integrations
Anything beyond the quarterly allowance — scoped and quoted on your call.
setup Custommonthly Custom
See what's included
- QuickBooks, Square & more
- Custom workflows for your firm
- Priority support
Website Build and Custom Automations & Integrations are add-ons. Pair either with any tier.
Not sure what you need?
Book a free 20-minute call and we'll map it out with you.
Book a 20-minute call →Get started
Ready to book more clients?
Tell us about your firm and what you'd like to automate. We'll reply within 24 hours with a clear next step — no pitch, no pressure.
Prefer to talk it through first?
Book a 20-minute call →
Request a consultation
A few details and we'll take it from there.
You're all set.
We received your request and will be in touch within 24 hours. Questions? Email info@momentoautomation.com.
Live tool
The intake that books your calls and collects every document
A prospect fills out a quick form and instantly gets a confirmation plus a link to book. Once they're a client, they receive a tailored document checklist, and the system follows up on day 3, day 7, and day 12 — chasing only what's still missing. Every email carries one-click unsubscribe, so the moment someone opts out, the follow-ups stop.
Fully managed for you — no technical setup required from your firm.
See it in action
Opens the intake form we'd build for your firm — try it. Submissions aren't sent.
Questions, answered
What firm owners ask us first
What does Momento do for my firm?
We capture every inquiry, book consultations onto your calendar, and collect each client's documents with automatic reminders — so new clients get a fast, professional experience and you stop doing the chasing by hand.
Do you store my clients' documents?
No. We send the checklist and the reminders for missing items only. Clients upload their documents to your own secure portal, so confidential files never pass through us.
I don't have a website yet. Can you still help?
Yes. Website Build designs and launches a clean, credible firm website for a one-time setup fee plus a small monthly Website Care fee. That Website Care fee is waived automatically when bundled with Paperless Season or Automated Practice, since those tiers already include ongoing website hosting, security, and small edits.
What does the monthly fee cover?
It covers the automation platform, ongoing tuning, and — on Paperless Season and Automated Practice — website hosting and care. There are no separate software bills to manage.
I'm not sure what I need. Where do I start?
Book a free 20-minute call. We'll look at how your firm runs today and map out exactly what to automate first — no pitch, no pressure.