RevOps for Triangle law firms
You pay to make the phone ring. We own what happens after it does.
Does this sound like your firm?
The six signs we see most often.
If three of these sound familiar, intake is losing clients you already paid to reach.
Three things that run on an ordinary Tuesday. Nothing here depends on someone remembering.
Calls, forms and chats land in one place, get routed, and get answered while the caller is still deciding.
Every consult triggers the same sequence. The engagement letter goes out while the matter is still fresh.
Source is recorded at intake and carried through to retained, so spend follows results.
Built in the tools you already pay for, and kept working after launch.
One record per prospect, no duplicates.
What is coming, by practice area.
Every inquiry timed and attributed.
Qualifying questions and declines, built in.
Templates, e-signature, auto-updated records.
Phones, forms, calendar and e-signature in sync.
Our scope ends where the matter begins. We work on intake and business development data, not case files.
The first 90 days, then a steady rhythm for as long as you want the system owned.
Six areas scored. A ranked list of what to fix first.
The top three get rebuilt. Your intake staff are trained on each change as it ships.
A live dashboard, a monthly report and a shared channel.
We walk through how an inquiry moves through your firm today and tell you what we would fix first.