nBrain

Custom Legal Technology Platform

Integrated Client Portal & Intelligent Practice Management System

Created For:
Matt Meuli & Owen Hathaway
Wyoming Asset Protection Trust
Phase 1: Foundation Platform API Integration Document Management Phase 2: AI Automation

Proposal Contents

Executive Summary

A Phased Platform to Scale Your Legal Practice

Wyoming Asset Protection Trust needs a custom legal technology platform that integrates with WyomingLLCAttorney.com data while providing complete control over the client experience. This proposal outlines a two-phase approach: Phase 1 delivers the core platform foundation with client portal, CRM, document automation, and content marketing. Phase 2 adds advanced AI automation for intelligent intake, proactive monitoring, and communication workflows.

100%
Branded Platform
2
Development Phases
API
Data Synchronization
24/7
Client Access

Current Situation & Challenges

Understanding Your Practice's Technology Needs

Business Relationship

  • → Partnership with CompanySage (Andrew Pierce) for registered agent services
  • → Lead generation through WyomingLLCAttorney.com (4-12 clients/month)
  • → Mark Pierce provides Wyoming physical presence (land, addresses, phone)
  • → Currently rely on CompanySage portal interface for entity management

Technology Pain Points

  • ✗ No custom client portal (clients see CompanySage branding)
  • ✗ Manual entity expiration monitoring (LLCs expire without notification)
  • ✗ Complex questionnaires require 30-minute discovery calls for each client
  • ✗ No centralized document assembly or template automation
  • ✗ No proactive client communication or renewal management

Strategic Opportunity

By building a custom platform that syncs with CompanySage data while maintaining complete control over the client experience, WAPA can maintain the beneficial partnership relationship while building a sellable business asset. The platform will position you to eventually become your own registered agent when strategically appropriate, while currently focusing on delivering premium custom service that CompanySage cannot provide.

Phased Development Approach

Strategic Implementation for Immediate Value & Future Growth

PHASE 1: FOUNDATION PLATFORM

Current Scope - $15,000

Delivers the core platform infrastructure needed to control your client experience, automate document generation, and establish your online presence.

  • ✓ Client Portal & Dashboard
  • ✓ Legal Operations Center (Compliance Dashboard)
  • ✓ Matter Management CRM
  • ✓ Document Assembly & Templates
  • ✓ Content Management System (Strapi)
  • ✓ API Integration Layer (CompanySage, LawPay, Twilio)
  • ✓ Infrastructure & Security (Hosting, Database, GitHub)
  • ✓ Content Creation (50,000 words SEO-optimized)

Timeline: 8 weeks from contract signing

PHASE 2: AI AUTOMATION

Future Expansion - TBD

Advanced AI-powered features for intelligent client interactions, proactive monitoring, and automated workflows. Scoped and priced separately.

  • ○ Intelligent Client Intake System
  • ○ Email & Communication Automation
  • ○ AI Oracle Agent (Proactive Intelligence)
  • ○ Automated Corporate Minutes Generator
  • ○ SMS & Voice Integration (Twilio Advanced)
  • ○ Advanced Analytics & Reporting

Note: Phase 2 will be scoped and priced once Phase 1 is live and stable

Why This Phased Approach?

Phase 1 establishes the foundation: You immediately gain control of your client experience, automate document workflows, sync with CompanySage data, and establish strong online presence through SEO content. This delivers tangible value and ROI quickly.

Phase 2 adds intelligence: Once the platform is stable and you're comfortable with the core workflows, we layer on AI automation for client intake, proactive monitoring, and sophisticated communication sequences. This keeps the initial scope focused and manageable.

PHASE 1: FOUNDATION PLATFORM

Phase 1 Platform Modules

Core Infrastructure & Client Experience (Included in $15,000)

1

Client Portal & Dashboard

Custom-branded interface that syncs with CompanySage API while presenting a unified WAPA experience.

  • Entity status viewing (real-time sync)
  • Document vault for all legal documents
  • Billing transparency and payment history
  • Service add-ons (new LLC, bank setup)
  • Appointment scheduling integration
  • Secure client messaging
2

Legal Operations Center (LOC)

NOC-style compliance dashboard for monitoring all client entities and deadlines.

  • Red/Yellow/Green status indicators
  • Waterfall feed of items needing attention
  • Expiration tracking (entities, RA, leases, phone)
  • Daily SOS database monitoring
  • Proactive alert system (60/30/7 days)
  • Multi-entity view without individual access
3

Matter Management CRM

Legal practice-specific CRM with matter-based organization and workflow automation.

  • Client lifecycle stages (Lead → Active → Maintenance)
  • Matter tracking (each trust/entity as trackable matter)
  • Automated workflow checklists by matter type
  • Task assignments and deadline tracking
  • LawPay billing integration
  • Revenue and matter status reporting
4

Document Assembly & Templates

Automated document generation with Handlebars templates and intelligent variable mapping.

  • Handlebars template system for all documents
  • Multi-document generation (Trust + LLCs in one flow)
  • Consistent naming across all documents
  • Validation and error checking
  • Version control for template updates
  • PDF generation with e-signature workflow
5

Content Management System

Strapi headless CMS for website, landing pages, and content marketing.

  • Landing page builder with templates
  • Blog/article publishing system
  • Service page management
  • Lead capture forms → CRM integration
  • Mobile-responsive design
  • Vue.js component library integration
6

API Integration Layer

Seamless synchronization with CompanySage, LawPay, and communication platforms.

  • CompanySage API (entity data, RA status)
  • Wyoming LLC Attorney API (lead tracking)
  • LawPay payment processing
  • Twilio SMS for basic notifications
  • Calendly scheduling integration
  • Webhook listeners for real-time updates
7

Infrastructure & Security

Production-grade hosting, database, version control, and security implementation.

  • Render or NuxtHub hosting (staging + production)
  • PostgreSQL, Cloudflare D1, or client's preferred cloud database with daily backups
  • GitHub organization and repositories
  • SSL/TLS encryption (end-to-end)
  • Google Identity Platform for OAuth2 authentication
  • Role-based access control (RBAC)
  • Activity logging and audit trails
8

Content Creation (NEW)

50,000 words of SEO-optimized, human-written content to seed your platform and dominate search.

  • 30-40 comprehensive articles on asset protection topics
  • SEO keyword research and optimization
  • Human-written (not AI-generated content)
  • Wyoming-specific legal guidance
  • LLC formation and trust structure education
  • Published directly to Strapi CMS
PHASE 2: AI AUTOMATION (FUTURE)

Phase 2 Advanced Modules

AI-Powered Intelligence & Automation (Scoped & Priced Separately)

1

Intelligent Client Intake

AI-guided questionnaire system that reduces or eliminates 30-minute discovery calls.

  • Conversational interface with context-aware help
  • Plain-English explanations of legal terminology
  • Progressive questioning based on responses
  • Automatic document pre-population
  • Attorney review queue for unclear items
  • Discovery call preparation summaries
2

Email & Communication Automation

Behavioral email sequences with interest-based content matching and lifecycle messaging.

  • Automated welcome and nurture sequences
  • Behavioral triggers based on client actions
  • Interest graph modeling for relevant content
  • Lifecycle messaging (prospects vs. maintenance)
  • A/B testing and optimization
  • Inactive client re-engagement (6+ months)
3

AI Oracle Agent

Proactive intelligence system that monitors communications and identifies opportunities.

  • Email thread analysis for life events and needs
  • Client behavior tracking (logins, documents, payments)
  • Opportunity scoring for upsells
  • At-risk client detection (frustration signals)
  • Personalized outreach recommendations
  • Compliance deadline predictions
4

Automated Corporate Minutes

Monthly/quarterly client check-ins that auto-generate compliant corporate minutes.

  • Scheduled email/SMS questionnaires
  • Natural language processing of responses
  • LLM-powered minute generation
  • Trust contribution affidavit guidance
  • Historical audit trail
  • Attorney approval workflow
5

Advanced SMS & Voice

Two-way SMS conversations, voicemail drops, and future voice AI integration.

  • Two-way SMS messaging with clients
  • Automated SMS campaigns and reminders
  • Message templates and personalization
  • Response tracking and analytics
  • Future: 11 Labs voice AI assistant
  • Future: Phone-based client service
6

Advanced Analytics & Reporting

Business intelligence dashboards with predictive analytics and forecasting.

  • Client lifetime value calculations
  • Revenue forecasting and trends
  • Client churn prediction modeling
  • Staff productivity analysis
  • Email engagement and conversion metrics
  • Custom reporting dashboards

Phase 2 Pricing & Timeline

Phase 2 will be scoped and priced once Phase 1 is deployed and you've had 30-60 days to use the platform. This allows us to refine the AI features based on real usage patterns and prioritize the automation that delivers the most value to your specific practice.

Estimated Investment: $8,000-$15,000 depending on selected modules
Estimated Timeline: 4-6 weeks from Phase 2 contract signing

Technology Stack

Modern, Open-Source, Self-Hostable Architecture

Frontend Framework

Vue.js with Nuxt Hub
Owen's existing Vue.js component library. Nuxt Hub provides SSR, routing, and SEO optimization. 100% open-source.

Content Management

Strapi (Headless CMS)
Pure open-source CMS with JSON delivery. Complete presentation flexibility. Self-hostable with no vendor lock-in.

Backend & API

Node.js with Express
RESTful API for business logic, integrations, and data sync. Scalable with excellent ecosystem.

Database

PostgreSQL or Cloudflare D1
Enterprise-grade relational database options. PostgreSQL for traditional hosting, or Cloudflare D1 for serverless edge deployment. Client may choose any cloud database of their preference. All options provide ACID compliance for legal practice requirements.

Hosting & Infrastructure

Render or NuxtHub
Modern cloud hosting options. Render provides traditional cloud with auto-scaling and automated deployments. NuxtHub offers serverless edge deployment with global CDN and integrated services. Both include built-in SSL and streamlined management.

Document Templates

Handlebars.js
Industry-standard template engine. AI-readable variable format for reliable automated population.

Communications

Twilio
Enterprise platform for SMS and future voice. Programmable messaging with delivery tracking.

Payment Processing

LawPay
Legal industry-specific processor with trust account compliance. Already in use, easy integration.

Phase 1 Investment & Timeline

Foundation Platform Development

Phase 1: One-Time Platform Development
$15,000

Complete Foundation Platform Built & Deployed

  • Custom Vue.js frontend with branded client portal
  • Strapi headless CMS for website and content
  • Matter management CRM with workflow automation
  • Document assembly engine with Handlebars templates
  • Legal Operations Center compliance dashboard
  • CompanySage & Wyoming LLC Attorney API integration
  • LawPay payment processing & Twilio SMS setup
  • Database setup (PostgreSQL, Cloudflare D1, or preferred option) with automated backups
  • Hosting environment (Render or NuxtHub) with staging + production
  • Google Identity Platform OAuth2 authentication & security
  • GitHub organization and repository setup
  • 50,000 words SEO-optimized content creation
  • Complete documentation and training materials
  • Staff training sessions
  • 30 days post-launch support

Phase 1 Timeline

Weeks 1-2: Foundation
Database design, API architecture, GitHub setup, Strapi configuration, hosting environment

Weeks 3-4: Core Platform
Client portal UI, matter CRM, document templates, CompanySage integration

Weeks 5-6: Integration & Content
LawPay, Calendly, Legal Operations Center, content creation begins

Week 7: Testing & Refinement
End-to-end testing, bug fixes, performance optimization

Week 8: Launch & Training
Production deployment, staff training, documentation handoff

What's Not Included

Ongoing Hosting & Services: Cloud hosting (~$50-100/month for Render or NuxtHub), email service (~$20-50/month), domain/SSL if needed

Usage-Based Costs: Twilio SMS (~$0.01/message, pay-as-you-go), LawPay transaction fees (percentage of payments)

Third-Party Accounts: Client creates accounts with LawPay, Twilio, Calendly, Google Cloud (for Identity Platform). nBrain assists with all configuration.

Ready to Build Your Platform?

Let's schedule a kickoff call to finalize requirements, review Owen's existing Vue.js components, and plan the CompanySage API integration strategy.

Contact nBrain View Agreement

Questions? Email danny@nbrain.io or call for immediate assistance.