Solution • For Professional Services
Support your client work with clearer systems behind the scenes.
GenM Online helps professional service firms organize reviews, client communication, and light-touch marketing in one AI-supported platform. You lead with expertise; GenM helps keep the structure steady.
Professional realities
Client work is complex. Your communication systems don’t have to be.
Professional service firms handle sensitive matters, layered approvals, and time-sensitive questions. Many rely on email, ad-hoc spreadsheets, and scattered notes to keep track of inquiries, reviews, and client updates.
Common friction points
- • Inquiries and referrals logged inconsistently across inboxes.
- • Reviews and testimonials not captured or organized for reuse.
- • No shared system to see recent client touchpoints at a glance.
- • Partners and staff juggling updates without a single source of truth.
What GenM helps clarify
- • Centralizing core client communication in one workspace.
- • Supporting a structured approach to reviews and reputation.
- • Providing a simple view of pipelines and open conversations.
- • Reducing reliance on memory and informal tracking systems.
Solution overview
One platform to support client experience and firm visibility.
GenM is designed to sit behind your client-facing work, not in front of it. It provides structure for communication, reputation, and light marketing so your team can focus on analysis, strategy, and service.
Reputation & testimonials
Encourage and organize reviews in a professional way that respects your firm’s standards. Tag testimonials by practice area or service line so they’re easy to reference and maintain.
- • Review requests aligned with your internal guidelines.
- • Central dashboard for feedback and public profiles.
- • Structured tagging for testimonials by practice area.
Client communication and follow-up
Keep key communications and follow-up steps organized. Use pipelines to track inquiries, consultations, active work, and check-ins — while still using your core email and document systems.
- • Contact records showing recent interactions and notes.
- • Pipelines for inquiries, consultations, and ongoing matters.
- • Reminders for deadlines, renewals, and periodic reviews.
Light-touch marketing rhythm
Use the planner for a steady cadence of educational content, firm updates, or thought leadership — without asking partners to become full-time marketers.
- • Calendar view for key platforms and email touchpoints.
- • AI-assisted prompts that align with your tone.
- • Scheduling to maintain presence between major announcements.
Built to respect professional standards
GenM is flexible enough to work within your firm’s compliance, confidentiality, and brand guidelines. You stay in control of what’s sent, where, and how it’s phrased.
- • Approval layers you can build into your workflows.
- • AI suggestions that can be edited or declined.
- • Clear separation between internal notes and public content.
Where to start
AI Legacy is a focused entry point for professional firms.
AI Legacy brings GenM’s core capabilities into one workspace: reviews, client activity, and a basic communication rhythm. It’s for practices that want more structure and visibility without turning into a marketing agency.
AI Legacy (Founders): begin with a $1 trial. Keep it for $99/month as one of the first 100 subscribers. Use it to support reputation, client communication, and light marketing in a measured way.
As your practice grows or diversifies, you can layer additional GenM engines for more advanced workflows, while staying on the same platform.
Professional services that see value
- • Law firms and legal practices.
- • Accounting, tax, and financial advisory firms.
- • Management and marketing consultants.
- • Specialist advisory, fractional leadership, and boutique firms.
Launch
Introduce GenM without disrupting your existing systems.
You don’t have to rebuild your practice to use GenM. You can phase it in alongside email, document management, and practice tools you already trust.
01. Start your AI Legacy trial
Begin with a $1 trial and a focused onboarding survey about your practice areas, team structure, and existing tools. This shapes how GenM is configured for your firm.
02. Connect core profiles and channels
Link your Google Business Profile (if in use) and primary communication channels. This lets GenM support reputation and client communication without replacing secure document systems.
03. Define simple workflows
Set up basic workflows for inquiries, consultations, and follow-ups. You can incorporate approval points and internal handoffs as needed.
04. Review activity and refine
Use dashboards and activity views to see how communication and reputation efforts are progressing. Adjust cadence and workflows over time instead of rebuilding from scratch.
FAQ
Questions from professional service teams.
These are common questions from firms exploring how GenM can support their client communication and reputation work.
Will GenM replace our practice management or DMS?
No. GenM is not a replacement for practice management or document management systems. It sits alongside them, focused on communication, reputation, and light marketing workflows.
How does GenM handle sensitive or confidential matters?
You remain in control of what is tracked in GenM and what stays in your internal systems. Workflows can be designed to respect confidentiality, approvals, and internal policies.
Can we control AI-generated content?
Yes. AI in GenM offers suggestions, not automatic publishing. Your team can review, edit, or decline any AI-assisted drafts before they are used.
Is GenM suitable for multi-office or distributed teams?
Yes. GenM can support teams working across locations, time zones, or hybrid setups, providing a single platform for core communication and reputation workflows.
How much time will our team need to manage this?
Most firms start with a light footprint — one internal owner or a small operations/marketing function — then expand usage if it proves valuable.
What kind of results should we expect?
Early results typically show up as clearer visibility into communication, more consistent reviews, and fewer missed follow-ups. Over time, firms build a stronger, more intentional presence around their expertise.