Good morning, Dejon 👋
Your client database is live and ready. Select a workflow below to get started.
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Total Clients
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Active Cases
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In Pipeline
Full team
Recent Activity
Live
| Task | Client | Department | Completed By | Time | Date |
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View Full Activity History
AI Loops
Live
Running
Weekly Medical Bill Pull (ICS)
Scrapes ICS Portal lien totals for all clients every Monday at 6 AM MT and updates the Bill Tracker sheet (column B).
SHEETS
AI-LOOP
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◷ Mondays 6 AM MT
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Running
Case Update Loop
Sends a friendly case update to each client every two weeks, with their personalized journey PDF attached.
EMAIL
AI-LOOP
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◷ Every 2 weeks
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Running
Monday.com → GHL Sync
Pushes Email, Phone, and Address from Monday.com to GHL for every client every Monday and Thursday at 6 AM MT.
GHL
AI-LOOP
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◷ Mon & Thu 6 AM MT
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Running
GHL ↔ Google Sheet Sync
Syncs all GHL contacts to the linked Google Sheet every hour, and pushes edits from the Sheet back to GHL (sheet values win).
GHL
Sheets
AI-LOOP
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◷ Every hour
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Running
Daily Blog Post Creator
Writes 2 fresh Utah PI SEO articles daily via Claude. Live at synergylegalutah.com/blog/. Updated every day.
BLOG
AI-LOOP
NO SFTP
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◷ Daily 8 AM MT
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Running
GoFundMe Lead Scraper
Scrapes GoFundMe daily for Utah car accident campaigns, enriches leads with phone & address via people-search, generates 1 PDF per lead, and emails the batch to the firm.
SCRAPER
AI-LOOP
EMAIL
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leads
leads
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◷ Daily 7 AM MT
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Running
Blog Translate — Spanish
Picks 2 untranslated English posts daily, translates with Claude, and publishes to synergylegalutah.com/blog/es/.
ES
AI-LOOP
NO SFTP
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◷ Daily 10 AM MT
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Running
Blog Translate — Portuguese
Picks 2 untranslated English posts daily, translates with Claude, and publishes to synergylegalutah.com/blog/pt/.
PT
AI-LOOP
NO SFTP
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◷ Daily 12 PM MT
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Running
Social Auto-Poster
Posts a random video from the Drive queue to TikTok, Instagram Reels, and YouTube every 8 hours via Buffer.
TikTok
IG
YT
AI-LOOP
NO BUFFER
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◷ Every 8h (12 AM / 8 AM / 4 PM MT)
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Running
Client Follow-Up Check
Scans every pipeline stage for clients not contacted in 7+ days and emails the team a list. Sends an "all clear" when everyone is current.
CRM
AI-LOOP
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◷ Mon/Wed/Fri 7 AM MT
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Case Manager / Admin
34 tasks
View history →
New Client Intake
Create Drive folders, add to Sheets, and create Monday.com
item in one click
DriveSheetsMonday
Edit Signed HIPAA Forms
Upload a signed HIPAA form, edit it visually, and download the
updated PDF
PDFEditor
Get Empty HIPAA Form Signed
Email the blank HIPAA form to the client for signature, then
send the signed PDF to the case manager
SignatureEmail
Document to PDF
Upload a document and convert it to PDF immediately
DocumentPDF
Letter of Representation
Fill LOR for each insurer, email directly to insurance, and
archive to case manager.
DocumentSignatureEmail
Request Policy Limits
Email insurance to request coverage limits (PD, UIM, UM, BI)
Email
Demand Letter Submission
Ask insurance how to submit the demand letter and supporting
docs
Email
Request PIP Form
Request PIP application form from insurance carrier
Email
Verify PIP Billing
Confirm whether medical providers have billed PIP coverage
Email
Ask Medical Provider To Bill PIP
Ask medical provider to bill PIP — attach PIP form
EmailAttachment
Termination Letter
Get termination letter signed & sent to insurance, providers &
client
DocumentSignatureEmail
Find Medical Provider
AI-powered search for providers — send bulk referral emails
AI-PoweredEmail
Send Welcome Email & Text
Send a welcome email and SMS text message to a new client
EmailSMS
Automated Payment Reminder
Send a one-time QuickBooks payment link via email + SMS
EmailSMS
Bulk Request PIP
Mass-send PIP form requests for all clients in a Monday.com stage
EmailBulk
Request PIP Ledger
Email an insurance carrier asking for the PIP payment ledger
Email
Mass Request PIP Ledger
Send a PIP-ledger request email per client across multiple clients in one batch
EmailBulk
Find Client Date of Loss
Look up a client’s Date of Loss by name — checks GHL first, then Monday.com
GHLMonday
Find Client Date of Representation
Look up a client’s Date of Representation by name — checks GHL first, then Monday.com
GHLMonday
Find At Fault Insurance
Look up a client’s at-fault insurance carrier by name — checks GHL first, then Monday.com
GHLMonday
Find Client Insurance Claim #
Look up a client’s insurance claim number by name — checks GHL first, then Monday.com
GHLMonday
Find Other Driver Claim #
Look up the other driver’s insurance claim number by client name — GHL first, then Monday.com
GHLMonday
Find Adjuster Email & Phone
Look up insurance adjuster contact info by client name — client & at-fault carriers, GHL first then Monday.com
GHLMonday
Medical Provider Directory
Browse our medical provider network — search by name for emails, phones, and addresses
Provider Sheet
Find Medical Bills on Drive
Look up a client’s Medical Bills folder on Google Drive — GHL / Sheets link, then list bill files
GHLDrive
Find Client Crash Story
Look up a client’s crash story narrative — GHL first, then Sheets link or Drive folder
GHLDrive
Find Client PIP Folder
Look up a client’s PIP folder on Google Drive — PIP or Insurance Policies subfolder, then list files
GHLDrive
Find Client CMS Form
Look up a client’s CMS form on Google Drive — Sheets link, HIPAA folder, or CMS files
GHLDrive
Find Client HIPAA Form
Look up a client’s HIPAA form on Google Drive — Sheets link, HIPAA folder, or HIPAA files
GHLDrive
Find Client ID
Look up a client’s ID on Google Drive — All ID’s folder or ID-named files
GHLDrive
Find Police Report or Driver Exchange
Look up a client’s police report or driver exchange — Sheets link, Police Report folder, or matching files
GHLDrive
Find Vehicle Damage Photos
Look up a client’s vehicle damage photos — Property Damage folder or damage image files
GHLDrive
Find Insurance Policy Limits
Look up BI and UM/UIM limits — client insurance and at-fault carrier — GHL, Sheets, or Monday
GHLSheets
Find Other Driver Policy Limits
Look up at-fault carrier BI and UM/UIM limits — GHL, Sheets, or Monday
GHLSheets
Treatment / Appendix
13 tasks
View history →
Request Medical Records
Send records request to provider with HIPAA form attached
EmailAttachment
Follow-Up Records
Follow up on outstanding medical records request
EmailAttachment
Medical Opinion Letter
Request written medical opinion from physician with HIPAA form
EmailAttachment
Balance Verification
Email provider to confirm outstanding balance for a client
Email
Missed Appointment
Send treatment reminder to client who missed an appointment
Email
Create Appendix Base
Compile client data, records & bills into a formatted appendix
PDF
DocumentPDF
Edit Appendix Base
Upload an existing appendix PDF, AI extracts metadata, edit
fields and providers, then regenerate the PDF
DocumentPDF
Edit & Finish Appendix
Click two pages to swap order; remove pages or insert
documents — works smoothly on large PDFs
PDF
Medical Bill Tracker
Opens the tracker spreadsheet. Click Sync to auto-pull bills
from ICS & Filevine.
SpreadsheetAuto-Sync
Sync Provider Breakdown (All)
Pulls per-provider amounts for ALL clients from ICS. Runs in
background (30-60 min). You'll be notified when done.
ICS ScrapeLong-Running
Sync Provider Breakdown (One Client)
Select a client and pull their per-provider bill breakdown
from ICS. Takes about 30 seconds.
ICS ScrapeFast
Schedule Appointment (3-Way Email)
AI drafts a 3-way email to coordinate an appointment between
client and clinic. Edit the draft, then send to both parties.
EmailAI-Drafted
Client Reminder To Attend Treatments
Send a random treatment reminder SMS text to a client
SMS
Demand Letters 10 tasks
View history →
Create Demand Letter
AI-draft a standard demand letter from case data, bills, and
records. Attorney review and signature required before
dispatch.
Document
Signature
AI-Drafted
Draft Crash Story
Turn a police report (typed or handwritten) into a
chronological crash-story narrative .docx — ready to feed
into the demand letter.
Document
AI-Drafted
Crash Story From Audio (English)
Upload an English voice memo of the client telling their
crash story. Whisper transcribes locally, Claude drafts the
narrative, you get the same demand-letter-ready .docx.
Document
AI-Drafted
Crash Story From Audio (Spanish)
Upload a Spanish voice memo. Whisper transcribes and
translates to English, Claude drafts the narrative, output
.docx is in English to feed the demand letter pipeline.
Document
AI-Drafted
Audio to Text Transcript
Plain transcription utility — pick the source language and
the output language, get a clean .docx transcript. Handles
English ↔ Spanish in both directions.
Document
Whisper + Claude
Transcribe Bodycam Footage
Upload a police bodycam MP4 (up to 2 hours). Server runs
Whisper + Claude in the background and produces a Word doc
with timestamped scene summaries and key screenshots.
Document
Async Job
Convert Demand Letter
(UM/UIM/Excess)
Convert a regular demand letter to UM, UIM, or Excess coverage
type by adding the appropriate sections.
Document
AI-Powered
Rename Demand & Appendix
Rename files to standard format with claim number and download
as ZIP
Document
ZIP
Rename BI, CMS, & W9
Rename intake documents to standard format with date and
download as ZIP
DocumentZIP
Medical Bills Renamer
Rename medical bills with client and provider name
DocumentMedical
Custom Document Renamer
Rename any document with client name and custom type (Police
Report, LOR, Lien, etc.)
DocumentFlexible
Marketing 13 tasks
View history →
Instagram Caption Generator
AI-generate 2 engaging Instagram caption variations with
emojis and hashtags (max 750 chars)
AI-Generated2 Variations
SEO Article (3000 Words)
AI-generate a full-length 3000-word SEO article with title,
subheadings, and CTA
AI-GeneratedArticle
SEO Article (1500 Words)
AI-generate a mid-length 1500-word SEO article with title,
subheadings, and CTA
AI-GeneratedArticle
SEO Article (800 Words)
AI-generate a short-form 800-word SEO article with title,
subheadings, and CTA
AI-GeneratedArticle
FB Ads Generator
AI-generate 5 variations of headlines, descriptions, and ad
paragraphs for Facebook
AI-Generated5 Variations
Google Ads Generator
AI-generate 5 variations of headlines, descriptions, and ad
paragraphs for Google (no emojis)
AI-Generated5 Variations
TikTok Ads Generator
AI-generate 5 variations of headlines, descriptions, and ad
paragraphs for TikTok
AI-Generated5 Variations
Marketing Email (125 Words)
AI-generate 5 variations of a 125-word marketing email with
subject lines
AI-Generated5 Variations
Pull Raw Footage
Scrape TikTok & YouTube for clean raw video clips matching
a search term
VideoOCR Filter
LinkedIn Post Generator
AI-generate a professional LinkedIn thought leadership post
(max 1,000 characters)
AI-Generated1,000 Chars
TikTok Script Generator
AI-generate a scene-by-scene TikTok video script with spoken
text and visual directions
AI-GeneratedVideo Script
Generate AI Videos
Pick an avatar, research topics, generate bilingual scripts,
and mass-produce short-form videos with AI b-roll
AI-GeneratedVideo
Create Custom Reel
Upload a main clip + b-roll footage — AI randomly intercuts
b-roll at 3–7s intervals while keeping the main audio uncut.
AI-EditedVideo
Negotiations 2 tasks
View history →
Cadence Emails
Send timed follow-up emails after a demand letter — track days
since DL was sent and pick from cadence templates.
EmailCadence
Merge Authorization + BI Release
Upload PDFs (Check Auth, BI Release, etc.) and merge them with
the English Legal Authorization form — download as one PDF.
PDF MergeAuto-Append
Accounting 8 tasks
View history →
Create Settlement Docs
Duplicate the Settlement Sheet template and Settlement
Agreement into a client's Google Drive folder.
Document
Google Drive
Email Settlement Approval
Send Ramon the client settlement sheets for review and
approval before starting reductions.
Email
Approval
Request W9 From Client
Send W9 DocuSeal requests to one or more clients using the
accounting template.
Email
W9
Reduction Request (5-25%)
Request an initial medical bill reduction of 5-25% from a
provider
Email
Accounting
Reduction Request (25%+)
Request a significant medical bill reduction (25%+) citing
policy limits
Email
Accounting
Further Reduction (Follow-Up)
Follow up on a prior reduction — request additional reduction
from provider
Email
Accounting
Request PIP Ledger
Email an insurance carrier asking for the PIP payment ledger
Email
Mass Request PIP Ledger
Send a PIP-ledger request email per client across multiple clients in one batch
EmailBulk
Contract AI 13 tasks
View history →
NDA Generator
Generate a non-disclosure agreement tailored to the parties
and scope involved.
AI
Document
Freelancer Agreement
Generate a contractor agreement covering scope, pay, IP
ownership, and termination.
AI
Document
Service Agreement
Generate a client-facing service contract with pricing,
deliverables, and terms.
AI
Document
LLC Operating Agreement
Generate a full operating agreement covering members,
ownership, roles, and distributions.
AI
Document
Employment Offer Letter
Generate a professional offer letter with role, compensation,
start date, and benefits.
AI
Document
Non-Compete Agreement
Generate an enforceable non-compete with geography, duration,
and industry scope.
AI
Document
Vendor Agreement
Generate a vendor contract covering deliverables, pricing,
liability, and payment terms.
AI
Document
Business Sale Agreement
Generate a purchase agreement for business assets, inventory,
or full acquisition.
AI
Document
Cease and Desist
Generate a formal C&D letter for IP violations, harassment,
breach, or defamation.
AI
Document
SaaS License Agreement
Generate a software license covering usage rights,
restrictions, support, and liability.
AI
Document
General Contract
Generate a flexible all-purpose contract adaptable to any
agreement type.
AI
Document
Internship Agreement
Generate an internship contract covering duties, compensation,
confidentiality, and duration.
AI
Document
Get Contract Signed
Send a finalized contract for e-signature directly from the
platform via DocuSeal.
Signature
Document
HR-AI 1 task
View history →
Search Resume-AI
Find resumes of high quality people nearby from public
resume/CV documents
AI
Brave Search
PDF Tools
Merge PDF
Combine multiple PDF documents into one single file
iLovePDFMerge
Split PDF
Extract a range of pages from a PDF into a separate file
iLovePDFSplit
Compress PDF
Reduce PDF file size while maintaining quality
iLovePDFCompress
PDF to JPG
Convert each PDF page into a JPG image file
iLovePDFConvert
JPG to PDF
Convert one or more JPG images into a single PDF
iLovePDFConvert
Watermark PDF
Stamp custom text onto every page of a PDF
iLovePDFWatermark
Rotate PDF
Rotate all pages of a PDF by 90°, 180°, or 270°
iLovePDFRotate
Edit PDF
Add text, images, shapes and annotations using the full iLovePDF editor
iLovePDFOpens in new tab