Every hour a new MVA lead sits untouched, the odds of signing them drop by half. We run your intake so every claimant is contacted in minutes, followed up relentlessly, and walked through to a signed retainer.
Not another piece of software. Not another consultant's report. We are the operational layer that builds the systems, manages the vendors, and uses AI to make sure nothing falls through. Your team talks to claimants. We make sure those conversations end in signed retainers.
We start at the top of the funnel and work our way down.
Every stage has a metric we track, a process we manage, and a number we're accountable for.
A lead comes in.
First contact
▶Speed to LeadIntake Automation
We build and maintain your CRM automations: stage-based emails, text sequences, appointment reminders, retainer follow-ups. We track speed to lead across your intake team and flag when response times slip. The benchmark is first contact within five minutes. If your team is averaging thirty, we find out why and fix the workflow.
▶Lead QualityVendor Management
We own the relationship with your lead vendors and manage every integration so leads land correctly. We monitor lead volume by source so we catch drops before you do. We flag duplicates, bad lead types, and integration failures. If a source is sending you junk, we know it at the top of the funnel, not after you've wasted a month of spend.
Working the lead.
Follow-up & engagement
▶Follow-Up AttemptsProcess Auditing
Most firms assume their intake team is making 5–7 follow-up attempts per lead. The audit usually shows 2–3. We measure the actual attempt count per lead, identify who's falling short, and work with your team to close the gap.
▶Inbox PlacementDomain & Deliverability
Email warming, domain monitoring, SPF/DKIM/DMARC checks. We track inbox placement and catch deliverability issues before they silently tank your contact rates.
▶Engagement RateCopy Review
Monthly review of email and text sequences. We measure open rates, click rates, reply rates, and rewrite what isn't performing. Includes holiday and re-engagement campaigns.
They booked. Will they show?
Consultation
▶Pipeline LeakageProcess Mapping
We document the full intake workflow and then track where leads die in each stage. When we see a drop-off between appointment set and show, or between consult and sign, we know exactly which handoff broke and who owns the fix.
▶Process ComplianceTeam Accountability
We measure whether the process is being followed. By data, not gut feel. When compliance drops, we flag it with specifics so management can act on facts.
They showed up. Close them.
Signing
▶Retainer TurnaroundCRM / Practice Mgmt
We connect intake CRM to practice management so the handoff is seamless. We track days from verbal yes to signed retainer, and work to compress that window.
Always on.
Ongoing visibility
▶Cost Per RetainDashboards & Reporting
ROI by source, closer performance, set and show rates, revenue attribution. You get a monthly readout built around what you're actually paying to sign a client, broken down by source.
▶Real-Time AlertsKPI Monitoring
We set thresholds on cost per acquisition, lead volume, show rates, and response times. When something crosses a line, we flag it immediately, before a bad week becomes a bad month.
Here's what just two of those metrics are worth.
Revenue Impact Calculator
Contact rate and retain rate are just two of the metrics we track. Plug in your numbers and see what even a small improvement in each one does to your annual fee revenue.
Leads who actually respond
Your Current Estimated Annual Fee Revenue
Net of case falloff — based on industry averages
$0
Industry avg: 33.3%
Industry avg: 20%
Industry avg: 30%
Industry avg: 40%
Now see what happens
Improve Contact Rate by+0%
Stays at current rate
Improve Retain Rate by+0%
Stays at current rate
New Annual Fee Revenue
$0
Adjust the sliders above
Additional Fee Revenue
+$0
Over your current baseline
With just a 3% lift in contact rate and retain rate, you're leaving on the table
$0 / year
The average Springboard client sees a 5–8% improvement in both. This is the conservative estimate.
Let's talk about your intake.
Tell us a little about your firm and we'll reach out.