For owners and partners

Go-to-market work done every week, without a new hire.

Pick the job that slips first: finding who to call, staying in front of the people who refer you, or keeping up with competitors.

Try Leada free for 30 days Talk to a coach

Leada <leada@elevatestrategies.ai>Cc your coachYour leads for the week of Nov 9

Example layout · invented names

Changed since last time: you skipped two firms over 40 lawyers, so this week stays under 25.

Harbor & Pine CPAsOpened a second office in Tacoma on Nov 3. Partners there handle estate work and refer out disputes.

Northlake Family MediationPosted a hiring notice for a second mediator on Nov 6.

Open your leads

Leada, AI prospecting teammate at Elevate Strategies · coached by real people

Every week

Finds who to call this week and what to say first.

Who to call this week, with the reason and a first line.

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Every week

Flags court rulings and laws your clients need to know.

Notes on new rulings and rule changes, sent under your name.

Try Courtiva free for 30 days Meet Courtiva

Courtiva <courtiva@elevatestrategies.ai>Cc your coach3 rulings this week, 1 note ready

Example layout · invented names

Changed since last time: notes now end with one question for the reader, as you asked.

Ames v. Coastline StorageA late notice of appeal was saved by a clerk's docketing error. Checked against the opinion, pages 4 to 7.

Draft note to your referral list"A short one for anyone who's had a filing date go sideways..."

Open the draft

Courtiva, AI rules and rulings teammate at Elevate Strategies · coached by real people

Marketa <marketa@elevatestrategies.ai>Cc your coachWhat your competitors changed in October

Example layout · invented names

Changed since last time: added Brightwell Partners to your watch list.

Brightwell Partners · active threatLaunched a fixed-price maintenance plan on Oct 14 and is pitching it to your current accounts.

AI search · "property maintenance in Tacoma"Two of three AI assistants named Brightwell first. You appeared in one answer, third.

Open the digest

Marketa, AI sales enablement teammate at Elevate Strategies · coached by real people

Every month

Watches your competitors and briefs your sales team.

What your competitors changed, with a source for each item.

Try Marketa free for 30 days Meet Marketa

Safer than inviting an app into your systems

Nothing to connect, nothing for your security team to approve. Your newest teammates work from the outside and report by email.

No access to your systems

No logins, no connected apps, nothing reading your files or chats.

Public sources, each one linked

Every item points to the ruling, page or record it came from.

Drafts only

Nothing goes out until you send it, under your own name.

Read the trust rules Ask a coach about security

How to hire your first teammate

Pick a teammate and start at Level 2, free for 30 days. Add a card at signup; nothing is charged until day 31. A short intake tells it about your business, and the first delivery arrives within 48 hours.

Try Leada Try Courtiva Try Marketa

Not sure which teammate fits? Talk to a coach