1. Who is this for?
This goes at the top of the PDF you send them.
Used for time saved by the virtual assistant.
2. Pick the services
Choose a package, tick one or more services, or select all. Prices and expected results can be adjusted.
📋 My cheat sheet: what is a new patient worth?
1. Ask them (best)
"What's a typical first visit worth to you?"
"How many times does a new patient usually come back in a year?"
"How long does a patient usually stay with you?"
Let them say the number out loud. Then the ROI is theirs, not yours.
2. Quick math
Worth per new patient: $0
3. Look it up
- Their own website and Google profile: price list, "new patient special", cash prices or membership plans.
- FAIR Health Consumer: free. Enter their zip code and a procedure to see typical local costs (medical and dental).
4. Rough starting points if they won't say
- Doctor ~$600 · Dentist ~$900 · Chiropractor ~$700 · Med spa ~$500 per new patient (these load automatically when you pick the practice type)
1. Ask them (best)
"How do you usually charge: hourly, flat fee, or a percentage of the settlement?"
"What does a typical case bring in for your firm?"
"About how many hours does a typical case take?"
"How many new clients do you sign in a month right now, and how many more could you handle?"
Injury, malpractice and workers' comp lawyers usually work on contingency (a share of the settlement). Family, criminal, immigration and estate lawyers usually bill hourly or flat fees.
2. Quick math
Picks the average hourly rate for you (Clio, Oct 2026).
Worth per new client: $0
3. Look it up
- Their own website and Google profile: consultation fee, flat-fee services (wills, DUI, uncontested divorce), "no fee unless we win".
- Clio lawyer rates: average hourly rate in their state and practice area. US average is $362/hr (Oct 2026).
4. Average hourly rates by practice area (US, Clio Oct 2026)
3. Their estimated return
Pick at least one service to see the numbers.
No services selected yet.
Their investment$0
New income$0
Net gain$0
Pays for itself—Break-even point
Return on investment0%
Extra new patients per month0
Total new patients0
Staff time saved0 hrs
Setup (one time)$0
Monthly$0/mo