Trailhead · Off-Map
The complete go-to-market system for law firms that offer flat-fee legal services.
Trailhead packages the offer, runs the intake, flags complexity, and delivers a clean attorney handoff. Automatically, for every prospect. Off-Map operates it for your firm. Cedar & Vale Estate Law is a fictional firm built to demo the full system.
Want this for your firm?
Book a Trailhead walkthrough — 30 minutes, no pitch deck.
5-minute walkthrough
Watch how the full system works.
See all three scenarios: standard fit, possible fit with complexity flags, and outside scope. Watch the attorney handoff summary build in real time.
What is in the system
Two layers. One system.
Set by your firm, built and run by Off-Map
Package and Pricing
Define the service name, flat fee, what is included, and the timeline.
Eligibility Rules
Set the criteria that qualify a prospect or trigger a complexity flag.
Approved Language
Firm-approved disclaimers, disclosures, and intake copy.
Handoff Format
Configure what fields appear in the attorney summary.
Follow-up Sequences
Automated next steps, emails, and calendar routing after intake.
runs automatically for every prospect
Runs on every intake
Offer Landing Page
Firm-branded page that presents the service to prospects in plain English.
Guided Intake
Structured conversation that collects and qualifies the prospect.
Complexity Flagging
Automatic detection of factors that affect flat-fee eligibility.
Attorney Handoff
Clean qualification summary delivered to the attorney for review.
Lead Capture
Every prospect logged with full qualification data and intake answers.
Demo firm · sample package
Estate Plan Package
Everything your family needs. Nothing you don’t.
- Last Will and Testament
- Durable Power of Attorney
- Medical Power of Attorney and HIPAA Release
- Directive to Physicians (Living Will)
- Transfer-on-Death Deed for Primary Residence
- 60-Minute Attorney Consultation
- Two Rounds of Revisions within 90 Days
Timeline: Documents ready within 10 business days.
How it works
01
Guided intake
Answer a few questions about your family and assets. Takes about 5 minutes.
02
Attorney review
A licensed attorney reviews your situation and prepares your documents.
03
Sign and done
Review, sign, and you're covered. Documents in hand within 10 business days.
How it is designed
Attorney-controlled from first click to final engagement.
Trailhead is built for law firms that want to offer flat-fee legal services without losing control of scope, ethics, or client experience. The system guides prospective clients through structured intake, explains the service in plain English, identifies possible complexity flags, and prepares a clean summary for attorney review.
It does not provide legal advice, create an attorney-client relationship, or make final legal recommendations. Off-Map builds to your firm's rules: the package and fee structure, eligibility criteria, escalation triggers, approved language, and handoff process. The attorney remains responsible for confirming scope, giving legal advice, preparing documents, and accepting representation.
Off-Map builds Trailhead to your firm's rules and runs it for you. You set the legal parameters and make every legal decision. We operate the system so it works in the background while you practice law.
Designed safeguards include:
- ✓Intake-first workflow, not advice-first workflow
- ✓Attorney review before scope confirmation
- ✓Complexity flags for non-standard situations
- ✓Clear client disclosures
- ✓Configurable firm-approved language
- ✓Audit trail of intake answers and handoff notes
- ✓Human review for all legal recommendations
AI collects, organizes, flags, and routes. Attorneys decide, advise, approve, and represent.
Component preview
Guided intake and attorney handoff in action.
Three scenarios showing standard fit, possible fit with complexity flags, and a case outside flat-fee scope. Watch how the handoff summary builds as the intake progresses.
A married couple. Two adult children, single home, no business interests. Clean intake, no flags.
Cedar & Vale Estate Law
Estate Planning
Attorney Handoff
Intake in progress...
Ready to try it yourself?
Run the same guided intake with your own situation.
Business case
Why firms use Trailhead.
Sell repeatable services more clearly
Reduce low-quality intake calls
Improve conversion on flat-fee offers
Standardize intake quality
Give attorneys better pre-consult summaries
Launch productized legal offers faster
Get started
Want this for your firm?
Book a 30-minute Trailhead walkthrough. We will show you the full system, discuss your practice area and offer structure, and scope what a deployment would look like for your firm.
Book a Trailhead walkthroughCedar & Vale Estate Law is a fictional firm created for demonstration purposes by Off-Map. This is a working demo of Trailhead, an AI-powered intake and client acquisition system for law firms offering flat-fee legal services.