Reporting
Why the status of an inquiry lives in three places, and what changes when one record holds it.
A partner asks about the inquiry from last Tuesday. Reception checks the call log, the paralegal checks her inbox, someone opens the CRM. Three answers, none of them the same.
We need a better CRM.
Calls, forms, emails and the retainer live in different places, and nobody writes the status down in one of them.
Staff spend paid hours reconciling notes, and nobody can verify which inquiries were contacted, qualified, signed or lost.
Every inquiry sits on one record with one status: new, contacted, qualified, retainer sent, signed, declined or lost. We keep that status current every day, and you get a signed, pending and lost report every month.
You decide what each status means for your practice. We keep the record true to it.
Bring a recent month of inquiries. We show you where this step breaks for you today.
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