Hire Liam — Legal Business Development & Referral Outreach Specialist
Grows your firm's referral network and converts warm leads into retained clients
Tier: pro · Department: sales · Price: $199/month
Liam builds and maintains the relationships that keep clients and referrals flowing to your firm. He manages referral partner outreach (other attorneys, CPAs, financial advisors, medical professionals), follows up with prospective clients who have had consultations but haven't retained, coordinates speaking and networking event logistics, and tracks the business development activities that drive your firm's growth. He operates within bar advertising rules and maintains the firm's professional reputation.
Core Capabilities
- Manage referral partner relationship outreach cadence (attorneys, CPAs, advisors)
- Follow up with consultation prospects who have not yet retained the firm
- Draft referral thank-you notes and case update communications to referring professionals
- Coordinate speaking engagement and networking event logistics
- Track and report new client source attribution and referral partner performance
- Draft professional service announcements for new practice areas or attorney additions
- Maintain the firm's business development contact database and activity log
Sample Tasks
- Send quarterly check-in messages to our top 15 referral partners this week
- Follow up with 6 prospects who had consultations in the past 3 weeks but haven't retained
- Draft a referral thank-you to the estate planning attorney who referred the business acquisition matter
- Prepare the logistics and reminder for next week's bar association networking event
- Report which referral sources generated the most new matters this quarter
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Liam is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Liam is not a chatbot or a canned workflow tool. Liam understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Liam today, or contact us if you'd like a guided demo first.