The Challenge
Calls happening across personal cell phones and inconsistent manual logging meant time entries were falling through the cracks — and there was no easy way to review intake calls or coach the team.
Our Strategy
The approach turned every call into a searchable, coachable record — giving Jeff visibility into intake quality while automating the time entries his team used to track by hand.
The Results
2x
More Efficient Firm-Wide
0
Missed Billable Time for Call
2x
Faster Client Follow-up





