Followed up
What leaves with an intake coordinator, and what changes when the follow-up lives in the system instead.
Two weeks before they leave, you find out which inquiries they were chasing, which retainers were out, and which callbacks were promised. Most of it was never written down.
Hire faster next time.
Follow-up depended on one person's memory, hours and holidays instead of a system with an owner for every open inquiry.
Open inquiries go quiet during the handover, and the new hire starts from zero.
Every open inquiry, reminder and unsigned retainer sits on the record with a named owner on our team. When your staff changes, the follow-up does not. New people get trained on the system in their first week, with written documentation.
Your team keeps every legal decision and every conversation that needs a lawyer. We keep the next step from disappearing.
Bring a recent month of inquiries. We show you where this step breaks for you today.
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