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
Eli Weldon
What needs to happen:
- Every Monday it runs checking activities from Sunday - Saturday of the previous week:
- First check if they have less than 33.5 hours of billable activities. If they do then they will receive the email, will show in a view for less than 33.5 hours of billable activity
- Second check if they have less than 40 hours of activity time. If they do then they will receive the email, will show in a view for 40 hours or less of activities
- Third check if last two weeks they have less than 67 hours of billable activity. If they do then they will receive the email, will show in a view for less than 67 hours of billable activity in two weeks
Project Outline
What are the problems we hope to solve with this project?
- Team members at Hepworth Legal are not logging activities throughout the week and have not responded to current follow-up tactics
What are the Goals to create in order to solve the problems?
- Create a system, powered by AI, that effectively encourages team members to add activites
- Effectively log billable and non-billable activities time in a week and the past two weeks. Needs to follow:
- First check if they have less than 33.5 hours of billable activities. If they do then they will receive the email, will show in a view for less than 33.5 hours of billable activity
- Second check if they have less than 40 hours of activity time. If they do then they will receive the email, will show in a view for 40 hours or less of activities
- Third check if last two weeks they have less than 67 hours of billable activity. If they do then they will receive the email, will show in a view for less than 67 hours of billable activity in two weeks
- Create notifications to go to Kelsie week over week to follow-up. Kelsie reach out to team and record conversations. After 2 weeks we check back in to create AI follow-up messages customized to the user that appear to come from Kelsey
Based on the problems and goals summarize what the project hopes to accomplish:
Goals & Deliverables
Goal Planning Tasklist
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final
- Updates should be added daily summary
- If the bug is not urgent then update
1. Bug Documentation
2. Identify Bug
3. Time To Solve Bug
Project Outline
What are the problems we hope to solve with this project?
What are the Goals to create in order to solve the problems?
Based on the problems and goals summarize what the project hopes to accomplish:
Goals & Deliverables
Goal Planning Tasklist
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final
Project Outline
What are the problems we hope to solve with this project?
What are the Goals to create in order to solve the problems?
Based on the problems and goals summarize what the project hopes to accomplish:
Goals & Deliverables
Goal Planning Tasklist
Tasks , add task detailsDeliverables
Tasklist - Research / Outline / Client Question
Tasklist - Final