The five builds
Fixed scope. Your portal. Reviewed by you before anything goes live. Every one of them starts with the free workflow audit — thirty minutes that tell you which three are worth the most billable hours in your firm.
⚡ Lead triage in 60 seconds
Every new lead classified by practice area, scored, and routed to the right partner before anyone’s coffee gets cold. High-value enquiries reach the right fee earner with a call task attached; the rest enter a sequence that keeps them warm without eating anyone’s day.
Lands in: the Intake Automation Sprint · the Full Speed-to-Lead System
✉️ Instant, drafted response
A personalized reply in your firm’s voice, drafted and ready for review, out the door in under a minute — nights and weekends included. The approval button stays in your hands: once you approve, the rest of the workflow runs.
Lands in: the Intake Automation Sprint · the Full Speed-to-Lead System
📋 Intake without re-typing
The form asks once; the answers land where they belong — matter system, conflict-check trigger, the right fields in the right places. No admin re-keying a full vetting interview that was supposed to be “a few basic questions.”
Lands in: the Full Speed-to-Lead System
🗂️ Meeting briefs before every call
One page waiting in the calendar — history, news, talking points — instead of fifteen minutes of assembly at 4:55pm. Fee earners walk into every call already briefed.
Lands in: the Full Speed-to-Lead System
📈 The Friday report, without the Friday
Pipeline and attribution delivered automatically — which came in, which got answered, which converted, which went quiet and why. The numbers on your desk with nobody babysitting them, and the time captured as the work happens so the money you’ve earned arrives on schedule.
Lands in: the Full Speed-to-Lead System
Which three are worth the most in your firm?
That’s what the free workflow audit answers — thirty minutes, your numbers, zero obligation.
Book the free workflow auditOr call (719) 422-6526