Hepworth Legal client dashboard.
What you can find in this dashboard. Click to jump to it.
- November 2024 digital performance report.
- View all projects and their deliverables.
- View our work records and time tracking.
Would you like to require authentication to access your dashboard? By default your email is the only item required to access your dashboard and review it’s information. If you would like to password protect this page please let us know and we can do that for you.
November 2024 digital performance report.
Process to completeClick to view process‣
Automations and software management.
Key onboarding metrics.
13% consult conversion rate last month
↑ 1% from 1 month ago
↑ 2% from 2 months ago
↑ 2% all time average
Process to complete:Click to view process‣
Customer onboarding feedback.
Customer onboarding feedback.
Customer consultation feedback.
View all data by clicking the link below:
Automated and software management.
Not setup yet.
We have not yet documented the automation setup for Hepworth Legal. Quality assurance cannot be implemented until this is done. We recommend allocating some time this month to document the setup, so we can perform quality assurance checks.
Process to completeClick to view process‣
Social reviews effectiveness.
Social reviews initiative effectiveness.
32 Consultation Feedback submissions + 28 new reviews
4.6 stars and 353 reviews started with 4.7 stars and 287 reviews
Process to complete:Click to view process‣
Site security
Site security and speed.
Site security status:
✅ Low Security Risk
All available updates:
✅ Completed
- Updated all plugins on hepworthlegal.com
- Website has latest:
- WordPress version 6.7.1
- PHP Version 8.2
Process to complete:Click to view process‣
111.6 hours worked this month.
View a full breakdown of the project tasks and time to complete below.
View all projects and their deliverables.
Active projects.
Click to see project details, resources, and deliverables.
Proposed projects.
Review our proposed projects, designed to further optimize and drive growth.
Completed projects to review and use.
Take a look at our recent initiatives and projects.
Encrypt data that is passed between Airtable, Twilio, and OpenAI and setup security authentication between all endpoints to take preventative security measures to move forward and continue on with new projects knowing we have a base security system and layer setup
Integrate podium into airtable to send texts and allow Zarah to keep following-up with leads until Twilio phone numbers are registered
We will use the Clio Tasks API to connect all Clio tasks to the Airtable HL Manage base's Tasks table. Whenever a task is added, updated, or deleted in either Clio or Airtable, it will update the other accordingly. Additionally, we will create an Airtable script to upload a .txt document containing a bullet point list of tasks, parse it, and create the tasks in the Tasks table.
The goal of this project is to create an Airtable Send To Clio button that when triggered takes the leads data and if they are Retained creates a Clio Contact, Clio Matter, and Clio Activity all linked together with the data and if Not Retained then creates a Clio Activity tied to the matter Hepworth &.Associates-06270-Hepworth Unbillables - Consults
View our work records and time tracking.
Current month.
| Task Detail | Due Date | Hours | Status |
|---|---|---|---|
December 16, 2024 | 1 | In Progress | |
December 12, 2024 | 0.5 | Deliverable Due | |
December 9, 2024 | 2 | In Progress | |
December 5, 2024 | 0.2 | Completed | |
December 5, 2024 | 2 | Deliverable Due | |
December 5, 2024 | 4 | Completed | |
December 2, 2024 | 0.2 | Completed |
| Task Detail | Due Date | Hours | Status |
|---|---|---|---|
December 30, 2024 | 1 | In Progress | |
December 30, 2024 | 1 | In Progress | |
December 16, 2024 | 1 | In Progress | |
December 4, 2024 | 1 | Completed | |
December 3, 2024 | 0 | Completed |
| Task Detail | Due Date | Hours | Status |
|---|---|---|---|
Today | 0.75 | In Progress | |
December 4, 2024 | Completed | ||
Last Wednesday | 0.75 | Completed |