Good morning, James.
Monday, June 15, 2026New Leads This Week
0
+24% vs last week
Consultations Scheduled
0
+18% vs last week
Signed Clients (Month)
0
+2 vs same period last month
Est. Pipeline Value
$0
Active cases + leads
Missed Calls Recovered
0
This month via AI intake
Google Reviews (30 days)
0
★★★★★ avg 4.9
AI Chat Leads
0
Since widget launch
Lead→Client Rate
0%
+8pp vs 6mo ago
Lead Volume — Last 8 Weeks ↑ Growing
Lead Sources (this month)
New Leads — Requires Action
View All →| Name | Type | Score | Source | Status | |
|---|---|---|---|---|---|
| Marcus D. (406) 555-0342 |
Truck Accident |
92
|
AI Chat | Hot | |
| Rebecca T. (406) 555-0187 |
Auto Accident |
85
|
Web Form | Hot | |
| Gary K. (406) 555-0551 |
Wrongful Death |
88
|
Missed Call | Hot | |
| Angela F. (406) 555-0223 |
Motorcycle |
72
|
Referral | Warm | |
| David L. (406) 555-0098 |
Insurance Dispute |
68
|
Warm | ||
| Lisa M. (406) 555-0419 |
Slip & Fall |
55
|
Web Form | Warm-Cold | |
| Thomas R. (406) 555-0672 |
Auto Accident |
48
|
Social Media | Cold |
Today's Schedule
Calendar →9:00 AM — CONFIRMED
Consultation: Marcus D.
Truck Accident · I-90 · Est. Value $400K+
11:30 AM — CONFIRMED
Consultation: Angela F.
Motorcycle Accident · Est. Value $150K–$300K
2:30 PM — PENDING CONFIRM
Consultation: Rebecca T.
Auto Accident · Spinal Injury · Est. Value $250K+
Missed Call Recovery Queue
Gary K. — 11:42 PM last night
Wrongful Death · AI captured case details
Unknown — 2:17 AM today
Auto Accident · Left voicemail + AI chat
Active Automation Workflows Powered by Composio
AI Case Intake → CRM
Claude API
HubSpot CRM
Composio
1
Client visits website and opens Max chatbot widget
2
AI qualifies case type, timing, injuries — assigns lead score 0–100
3
Name, phone, email captured in real timeavg 2.5 min
4
Lead pushed to this dashboard with full transcript and score
5
SMS + email alert sent to attorney within 30 seconds30 sec
6
Client receives SMS confirmation with attorney name and callback window
This month: 31 AI-captured leads · $0 cost per lead via chatbot
Missed Call Recovery
Twilio SMS
SendGrid
Composio
1
Client calls after hours (or during a busy period)
2
AI phone assistant answers within 2 rings<10 sec
3
AI collects: name, phone, accident type, injuries via natural conversation
4
Lead created in dashboard with full call transcript
5
Attorney SMS alert sent — "Hot lead captured: Gary K., Wrongful Death"
6
Client SMS confirmation: "An attorney will call you by 8 AM. — Big Sky Injury Law"
This month: 24 missed calls recovered · Est. $180K+ additional pipeline
Automated Review Generation
Twilio SMS
Google Business Profile
Composio
1
Case marked "Closed — Client Paid" in case management system
2
SMS sent to client 24 hours later: "Hi [Name], it was an honor representing you. Would you share your experience?" + direct Google review link
3
If no response after 3 days: follow-up email with personal note from attorney
4
Review posted to Google — webhook notifies dashboard
5
Review pulled onto testimonials page automatically within 24 hours
Result: 4.9★ Google rating (68 reviews) · Review conversion rate: 41%
Consultation Reminder Sequence
Twilio SMS
Google Calendar
Composio
1
Consultation scheduled — confirmation SMS + email sent immediately
2
24 hours before: SMS reminder — "Your consultation with James Caldwell is tomorrow at 9 AM. Reply CONFIRM or RESCHEDULE."
3
2 hours before: Final SMS — "See you shortly. Bring any police reports, medical bills, or photos if you have them."
4
If no show: AI calls client within 15 minutes to reschedule
5
Post-consultation: Email with "What Happens Next" + retainer agreement if signed
Result: No-show rate reduced from 28% → 9% after sequence deployed
Automation Stack
Composio
orchestration + auth
Twilio
SMS + voice
Google
Calendar + Business Profile
Claude API
intake + qualification AI
SendGrid
transactional email
Recent Google Reviews via automated generation workflow
★★★★★
Mike T. — "James and his team fought for me and got me far more than I expected. They treated me like family from the first phone call."
Google · 2 days ago
★★★★★
Jason R. — "The insurance company offered me $15,000 after my surgery. Sarah got me $340,000. These people are the real deal."
Google · 5 days ago
★★★★★
Ashley M. — "Tyler was available every time I called. No runaround. Five stars is not enough."
Google · 1 week ago
★★★★★
Robert D. — "As a veteran I was skeptical of lawyers. These folks are straight shooters. Delivered exactly what they promised."
Google · 2 weeks ago