Request from Michael: I’d like to get an AI report on all of our Zoom and phone consultations. Since we record all Zoom and phone, I want to have AI read it, then “create a comprehensive report on the following conversation.” If you check out some of my consultations, you’ll see how I like to see the reports.

Feature request. I want to force attorneys to fill in certain fields in the consults view, such as client's contact info, date of birth, consultation notes, status, etc. I want it to hound them with emails if any of the fields are missing even after the consultation is finished.

Request: Please create an app that automatically Archives old Clio files in Dropbox that are more than 5 years old, then have it run on a monthly basis to update files. Create a Clio Archive folder that is only shared with me and Kelsie.

Request: We need a simple Airtable view that compiles everything for payroll. Kelsie is having an issue with data being duplicated in Clio and Airtable for consults (resolved or not). I want to brainstorm with you about this and see how we can make it work. I think you might have already started on this project, though.

Need to create an automated system to log all client and attorney communication to Clio

We aim to get the KPI Avg Hours Last 2 Weeks to be around 33 hours for all attorneys at the firm. We will do this through continuous A|B testing

Feature request. We need a way to handle the situation when we have multiple consultations with the same client. We get this several times a month, and I'm not sure how to handle it without undoing the previous attorney's information and time entry. Let's chat about this next week.

Setup automations to notify clients that completed a consult that they can get paid to leave a google review

Launch a marketing campaign for the the tenant ai portal

Update the necessary fields to show in MST rather than GMT

Keep track of all project requests made by Hepworth.

HL Security, Hosting, & Upgrades

On-going management of HepworthLegal.com. Keeping the PHP, WP, and DB version up to date. Making sure security is reviewed month over month.

Create a weekly email that gives Michael a complete overview of how Hepworth Legal is performing

Setup so that an activity is added when consult completed and it is removed if person is marked a retained

Create a weekly report that can be used to make sure everything is going well

Improve the collection rate of Hepworth Legal by implementing text message follow-up and creating a reporting process on-going to AB test communication

Review how HepworthLegal has suffered it’s recent losses

Need to add a 3% fee on initial retainer payments.

Launch defamation facebook campaign.

Need CSMs to start using podium instead of ringcentral so that conversations can be viewed by management. In order to do these we need to integrate podium with airtable

Make updates to the lead intake system based on the CSMs Google Doc of recommended revisions.

Create a new template for ads that is focused on a specific niche within a practice area and follows a better ux conversion pattern similar to https://westcoasttriallawyers.com

Create review system to only get 5 star reviews in google and monitor success of consultations from attorneys.

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

The project aims to solve the issue of unmanaged security and updates for https://hepworthlegal.com by implementing recurring monthly checks and automation management. The Hepworth Zapier account will also be monitored for automation errors.

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 automation script that triggers at 6:00 PM each Friday and send a mail to users reminding them that their logged billable hours were less than 33.5 in that particular week and take actions to increase the billable hours

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

After HL Lead Journey V2 is completed Hepworth Legal’s lead follow-up will be fully customized to the legal issue the lead is facing and Hepworth Legal management will be able to monitor and improve GPT with minimal day to day involvement. This will be done by re-doing Hepworth Legal’s current lead follow-up sequences to take full advantage of the Airtable + GPT integration and provide custom follow-ups based on the legal issue the lead is facing e.g., personal injury leads will get prompted and encouraged to schedule a free consultation where as tenant leads will go through the normal follow-up sequence. On top of this we will clearly define the responsibilities of the Lead Manager, reducing the tasks of this person while using them to improve GPT, eventually removing them from day to day follow-up. Finally, we will introduce high level reporting to track the effectiveness of GPT.

This project aims to provide a customer portal that Hepworth clients can pay to access to get help with their legal issues from a trained Chatbase bot with all data easily accessible in the H&A CRM. Initial issue category will be Tenant Defense but the work done will allow for new categories to be launched by the client without the need for OWC custom work.

Currently H&A CRM and HL Manage bases are separate and for long term efficiency they need to be combined

Finalize a software setup that combines the tracking of callrail with the reliability of ringcentral and if possible has AI capabilities already built in, a setup that can be used for the next 5 years.

The goal of this project is the create a final outline of the work required to create a usable version 1 of the Elerion Mediation App that is low code and easily customizable by Hepworth.

The goal of this project is to fully integrate AI into Hepworth's sms lead follow-up process. By automating all text conversations through the integration of chatGPT with Twilio, we can centralize all conversation data into Airtable and get one step closer to removing Podium entirely. This will allow for efficient and effective management of all text conversations and automated follow-up messaging.