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Please review our end-of-month report of all the things we worked on and managed for your business.
75 total hours worked
-5 hours under retainer amount. We are contracted to provide 80 hours of work a month.
- Connected Podium to Airtable & Handled A2P Registration: We had to complete a last-minute project due to the A2P cutoff, which prevented Zarah from sending text messages to leads. Over the weekend, we started and finished a complex integration and launched it within four days. We also successfully completed the registration process for Hepworth. As a result, Podium and Twilio can now be used interchangeably for Zarah.
- Created A Path forward for Elerion V1 Without Investment: This month, Hepworth decided that Elerion should be built in a way that does not require investment and has applications in other businesses in case it is not successful. With this in mind, we came up with the idea of the AI Legal Problem Solving Network: a team of AIs that work together to solve any legal problem they are given. We also outlined the timeline for building it and how it can be done in a phased approach that first gives Elerion application outside of just mediation.
- Setup Weekly Conversation Quality Reviews: We observed a decrease in Zarah's conversion and resolution rates in the management metrics reports, which was attributed to poor conversation quality. To address this issue and track the effectiveness of changes to Zarah, we implemented a procedure to rank all Zarah conversations on a weekly basis. If a conversation is deemed to be of poor quality, the reasons are listed and categorized for reporting purposes.
- Created Airtable Task Upload & Sync: We were asked to establish synchronization between Airtable and Clio tasks and provide a way for Hepworth to upload a document that would automatically create tasks. We have successfully set up the sync, modified the display of matters for easy search-ability, and created a new Airtable view for task interaction.
- Created Tamara Commissions & Attorney Un-billable Consults Views: We were tasked with creating a system to automatically calculate Tamara's commissions for consults and retainer fees, as well as a way to easily track the total amount due to each attorney for non-billable consults. To achieve this, we developed two Airtable views that utilized custom scripts to display these values automatically on a weekly basis.
- We also performed a variety of miscellaneous tasks, including syncing all matter fields from Airtable to Clio, confirming that the Clio update billing automations are functioning properly, and exploring options for consultation notifications, among others.
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.
What automations do we run?
We automate tasks based on the actions listed under "Automations We Check". Click on one of the actions to see its documentation.
Automation quality assurance
We manually check automation sequences every week to make sure your customer onboarding is happening as it should be.
Not setup yet
We have not had time to establish the core KPIs and reporting for your business that are necessary to include in our monthly report. This will be coming soon.
You have not setup our reviews automation. We can help your business gain more 5 star reviews on Google, Yelp, and Facebook to improve SEO, sign up, and overall authority! Reach out to us today to learn more about how we can get you more reviews without any extra work.
You are not set up with our hosting service, which allows us to monitor and improve your site's security and speed on a monthly basis.