Instrumentation
- Every call source tagged at the network edge
- Every campaign UTM’d to the signed-case event
- Baseline CPSC modeled from the prior four quarters
- Specialist roster mapped to the scoring schema
Live calls scored as they happen. One-click take-over the moment a call matters. A quarterly cost-per-signed-case report by source, by campaign, by specialist. The first dashboard that connects every marketing dollar to a signed retainer.
| # | Capability | What it does | Cadence |
|---|---|---|---|
| 01 | Live Call Queue | Real-time view of every active call across your firm. Source, language, queue time, and current handler in one console. | Live, 24/7 |
| 02 | Lead Scoring | Each call scored on intent, injury severity, jurisdiction, and case fit. Signed-case probability surfaced in real time, not after the call ends. | Per call |
| 03 | Sentiment Tracking | Live sentiment trend per call. Frustration alerts pushed to your console the moment a high-value caller starts losing patience. | Per call |
| 04 | One-Click Take-Over | Pull any live call into your conference line. Speak when you are needed. Hand it back when you are not. UPL boundaries preserved either way. | On demand |
| 05 | CPSC Report | Cost per signed case by marketing source, by campaign, by intake specialist. The first number that ties spend to retainer. | Quarterly |
Six vendors. Six dashboards. Nobody connects them.
Four sections. One number per cut. Built so the partner can read it once on a Sunday afternoon and walk into Monday knowing exactly what to scale and what to kill.
| Report section | What it shows | Why it matters |
|---|---|---|
| By source | Cost per signed case for every channel: Google paid, organic, AI search, OOH, referral, direct. | Cuts the channels that do not convert to signed retainers. |
| By campaign | CPSC for every active campaign: Auto Q4, Spanish-Language Q4, Premises Q4. | Reveals which campaigns to scale and which to pause. |
| By specialist | CPSC by intake specialist, with sentiment and conversion-rate context. | Surfaces top performers and clear training opportunities. |
| By variance | CPSC change versus prior quarter, prior year, and engagement baseline. | Tracks whether the engagement is compounding or flat. |
Take-over is a single click in the live console. The partner clicks the row, the system bridges the call into a private conference line, and the partner is on the call within one second of pressing the key. The original specialist remains on the line, the caller hears no transfer prompt, and the conversation continues without a seam.
The latency target is one second from click to audio. We hold that target on every call by routing through a dedicated Famaash conferencing layer rather than the firm's existing PBX, which is rarely engineered for live insertion.
UPL boundaries are preserved by design. When the partner joins, the specialist hands the legal questions to them and steps back from substantive answers. When the partner steps off, the specialist resumes within their certified scope. Every join and exit is logged with a timestamp and reason code for the quarterly audit.
This is not call recording review. Call recording review is the work of explaining a lost case after the case is lost. Take-over is the work of saving a high-value call while the caller is still on the line.
An instrumentation phase, a live activation phase, and a quarterly cadence with the first CPSC report shipping at Day 90.
An anchor PI client · Northeast US · Auto + Premises
Before the engagement, the managing partner could not say with any confidence which marketing dollar produced which signed retainer. Six vendors sent six dashboards. The agency reported leads, the radio buyer reported impressions, the SEO firm reported rankings, the OOH vendor reported reach, the CRM reported pipeline, and intake reported call volume. None of them reported signed cases, because none of them had access to the case management system.
The Q1 baseline surprised everyone in the room. Two of the three highest-spend channels were not in the top half of CPSC. The agency that had been on retainer the longest was the one most exposed by the report.
The OOH billboard everyone had assumed was branded vanity turned out to be the firm's best-performing channel on a CPSC basis, by a wide margin. It had been quietly producing high-value Spanish-language inquiries for two years that the legacy intake stack had not been equipped to convert. With the bilingual specialist already in seat by Q2, the channel went from underrated to anchor.
The firm now reads the CPSC report on the first Monday of every quarter. Three campaigns have been paused since the first report. Two have been doubled. The marketing budget is the same as it was eighteen months ago. Signed cases are up materially against that flat budget.
A four-question audit benchmarked against the Famaash anchor PI client. Numbers in your inbox the same day, signed by an attorney on our team.