Field Note · The Stack
Six workflows. Fourteen days.
One intake stackunder the agency's brand.
Scroll to walk through each workflow as it activates in the installed environment.
Summary — before → after
Stage
Workflow
Before
After
01
Missed-Call Text-Back
When a call goes unanswered, an SMS lands on the caller's phone inside 30 seconds.
Recovery rate
0%
After install
~30%
02
Case Intake + AI Qualifier
Form submissions are scored by an LLM and routed directly to the attorney if hot.
Triage time
1–4 hrs
After install
30 sec
03
Consultation Booking + Reminders
Confirmed consults get a 3-touch reminder cadence: email, SMS, and hour-of nudge.
No-show rate
~40%
After install
~10%
04
Prospect Nurture Drip
60-day, 12-touch sequence across email + SMS for prospects who don't book on call 1.
Nurture conversion
~3%
After install
~18%
05
Review Request Automation
Post-case close, the client gets a smart request that routes 5-star reviewers to Google.
Review velocity
~2 / mo
After install
~15 / mo
06
Referral Engine
Signed clients are enrolled in a $100-incentive referral ladder with quarterly check-ins.
Referral rate
~5%
After install
~22%