Custom Legal Operating System
AI-First. Fully Compliant. Built to Scale.
One unified platform to replace your fragmented tech stack, automate workflows, and elevate the client experience.
Oliver Law OS
One login. One platform. Everything you need.
Overview
Your firm is known for delivering exceptional estate planning and probate services. But your software stack—RingCentral, Calendly, Lawmatics, Clio, Google Suite, and others—is holding you back. It's fragmented, redundant, expensive, and creates unnecessary delays. We're here to change that.
Tucbox Solutions will design and build a unified, AI-enhanced legal operating system tailored specifically for Oliver Law—eliminating tech clutter, automating operations, and elevating the client experience while staying 100% compliant with legal standards, including PII.
The Problem We're Solving
Law firms like Oliver Law rely on a patchwork of tools that don't talk to each other. This results in duplicated effort, inconsistent client experiences, data silos, and elevated tech costs. What should be a smooth client intake-to-close process becomes fragmented, causing inefficiencies and delays that hurt productivity and profit.
| Current Software | Function | Our Solution |
|---|---|---|
| RingCentral | VoIP calling, SMS | ✅ In-app call + SMS via Twilio or SignalWire |
| Calendly | Scheduling | ✅ Custom booking integrated with your portal |
| Google Suite | Email, Calendar | ⚠️ Integrate only — not replace |
| Lawmatics | CRM + intake | ✅ Native CRM, form builder, workflows |
| Clio Manage | Case mgmt. | ✅ Custom dashboard, tasks, timelines |
| Clio Draft/Wealth Counsel | Docs | ✅ Document automation engine |
| Statular | Docs + forms | ✅ Merge into intake + doc automation flow |
| Decision Vault | Data gathering | ✅ Dynamic smart intake forms |
| TrueState | Probate/trust | ✅ Practice-specific workflow builder |
Why This Matters Now
Regulatory pressure is growing
Compliance isn't optional—our system is built with legal-grade security, PII alignment, and audit trails designed specifically for law firms handling sensitive data.
Clients demand more
Branded portals, real-time document access, and streamlined digital communication are now the expectation—not a bonus. Standing out means leading the tech experience, not following.
Your team is overextended
Manual tasks like intake, reminders, and document prep drain time and morale. We'll automate them, increasing productivity without hiring.
You're missing compounding value
Every month on disconnected systems is a month of lost time, data inefficiency, and delayed growth. The longer you wait, the harder it gets to transition. Now is the time to leap ahead.
The Vision: Oliver Law OS
One login. One platform. Everything you need.
VoIP, text, email, and case chat in one place
Smart client intake and automated workflows
Document automation and e-signatures
Case management dashboards and billing
Secure branded client portal
AI assistant tools to boost speed, accuracy, and service
Deliverables
Phase 1: Discovery + Planning (1–2 weeks)
- •Full audit of tech stack and workflows
- •Risk assessment + migration plan
- •Custom platform architecture
Phase 2: Core Platform Build (3–5 months)
- •CRM, intake forms, appointment system
- •Internal communication + portal integration
- •Document automation system (with e-sign)
Phase 3: Data Migration + Automation (1 month)
- •Migrate clients, documents, calendar, and communication
- •Build workflows: onboarding, communication, billing, follow-up
- •Deploy dashboards, review tools, and reporting
Phase 4: Testing, Training + Launch (1 month)
- •Live testing and security validation
- •Staff training, video SOPs, launch support
- •Live testing and security validation
- •Staff training, video SOPs, launch support
Timeline
- 1Start Date: Upon signing and deposit
- 2Phase 1: Discovery + Planning: 1–2 weeks
- 3Phase 2: Core Platform Build: 3–5 months
- 4Phase 3: Data Migration + Automation: 1 month
- 5Phase 4: Testing, Training + Launch: 1 month
Investment
| Phase | Cost |
|---|---|
| Startup Fee (due at signing) | $12,500 |
| Development Phase (Month 1–3) | $10,000/month |
| Post-Launch Support (6 months) | $5,000/month |
| Ongoing Licensing + Support (After post-launch support period) | $1,750–$3,250/month for the first firm, plus $500/month for each additional partner firm. Partner firms can split the total cost proportionally. |
Creative Pricing Options
To meet the needs of your budget while ensuring a high-caliber, custom-built platform, we've designed flexible and transparent pricing options:
Standard Build (Pay-As-We-Go)
- •Startup Fee: $10,000 due at signing
- •$8,500/month development for up to 3 months
- •$4,000/month post-launch support for 6 months
- •Ongoing Licensing: $1,750–$3,250/month licensing for the first firm, plus $500/month for each additional partner firm
Total First Year: $75,000
Flat Project Cap with Incentive
- •Total Project Cost: $75,000 (Guaranteed Cap)
- •$25,000 upfront + 2 monthly payments of $25,000
- •Includes full delivery, post-launch support for 6 months
- •Converts to $1,750–$3,250/month licensing for the first firm, plus $500/month for each additional partner firm firm
Total First Year: $75,000
Guaranteed price cap
12-Month Flex Plan
- •Total Project Cost: $75,000 (Split evenly across one year)
- •$10,000 initial payment due at signing
- •$5,900/month for the following 11 months
- •Includes full delivery, all post-launch support, and training
- •Converts to $1,750–$3,250/month licensing for the first firm, plus $500/month for each additional partner firm
Total First Year: $75,000
Lowest monthly payments
Final Cost Will Be Between $60,000 and Not to Exceed $75,000
All options guarantee full feature delivery, PII-compliant infrastructure, integrations, and ownership rights.
Bring a Partner, Cut Your Cost
Looking to maximize value and share the innovation? We've made it easy for Oliver Law to invite one or more trusted firms to join the project and share the benefits—and the cost.
Why Bring in a Partner?
- 1Reduce your monthly spendwhile keeping full platform access
- 2Each partner gets their own portaland workflow setup
- 3White-label resale costs decreaseextend to all partner firms
- 4Your firm still drives the visionwe build it around your workflows
- 5Transparent partner pricing$500/month per additional firm with costs split proportionally
Partnership Savings Calculator
Calculate Your Savings
See how partnering reduces your investment
Option 2 with 1 Firm
Solo implementation with no cost sharing.
Savings Rate
vs. solo implementation
ROI Boost
faster platform ROI
Pro Tip
We can help create custom partnership proposals and facilitate introductions to compatible firms in your network. Ask us about our partner matching service.
This approach creates win-win scalability while giving Oliver Law the ability to lead—and potentially earn—on future partnerships.
Founding Firm Bonus (Limited Time)
Lock in $5,000 in savings by starting before May 26
Early adopters receive:
- •Complimentary partner invite deck
- •3 bonus AI workflow automations
- •White-glove data migration support
Offer available for the first 4 clients to lock in the savings for each month
What You Risk by Waiting
Compounded inefficiency
Every extra month on disconnected systems = lost time, wasted money, and more future cleanup
Rising development costs
Custom AI + legal tech is only getting more expensive—today's rate locks in your budget
Client expectations are evolving fast
If you don't modernize, someone else will—and your client experience will fall behind
Your competition isn't waiting
The firms that adopt first lead the category. The rest play catch-up
Ownership & Resale Rights
Unlike most legal tech vendors that lock you into their ecosystem, your custom platform comes with full ownership rights. This means you can white-label, resell, or create joint ventures with other firms—turning your technology investment into a potential revenue stream.
Your Platform, Your Asset
- •Complete ownership of all custom code
- •Unlimited usage rights within your organization
- •Freedom to modify and extend the platform
- •No vendor lock-in or restrictive licensing
Rebrand & Resell
- •Rebrand the platform with your firm's identity
- •Resell to other law firms as your own product
- •Create new revenue streams from your investment
- •Optional revenue-sharing model available
Joint Ventures
- •Create joint ventures with complementary firms
- •Establish referral partnerships with revenue sharing
- •Technical support and hosting included
- •Marketing support for partner acquisition
Why Resell Your Platform?
- 1Create new revenue streamsTurn your tech investment into a profit center
- 2Strengthen industry relationshipsBuild strategic partnerships with other firms
- 3Offset your technology costsPotentially recover your entire investment
- 4Position as an industry innovatorEstablish your firm as a legal tech leader
Earning Potential Calculator
Calculate Your Earning Potential
See how your SaaS platform can generate revenue
Included in Professional:
- All Starter features
- Advanced workflows
- Custom branding
- Priority support
Volume Discount
10% discount applied
Client Base
total clients
Platform Value
estimated annual value
Pro Tip
We provide white-label marketing materials, sales support, and technical onboarding assistance to help you successfully launch your SaaS platform to other firms.
Resale Rights Package included with all pricing options
- •White-label branding toolkit
- •Sales and marketing materials
- •Technical onboarding support for new clients
Guaranteed Success Metrics
system uptime
support response time
compliance with legal data protocols
faster client onboarding process
Ready to Begin?
Step-by-Step:
- 1Review & approve below
- 2Sign & submit startup fee
- 3Begin dev + discovery phase within 48 hours