Hartwell 2026©

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Overview

Hartwell was generating solid case leads, but too many inquiries were getting stuck between phone calls, website forms, voicemails, and manual follow-up. The firm had demand, but their intake process depended on people being available at the exact moment a potential client reached out.

Diagnosis

We mapped the intake flow from first contact to signed consultation. The biggest leaks were missed calls, slow callbacks, incomplete case details, and leads sitting in the CRM without a clear next step. Good prospects were cooling off before the team could respond.

Build

We built an AI intake system that answered calls, captured case details, qualified leads, created CRM records, routed urgent opportunities, and triggered follow-up by SMS and email. The team could see every new opportunity without digging through voicemails or scattered messages.

Outcome

Hartwell responded faster, captured more complete intake details, and reduced the number of leads falling through the cracks. The firm gained a cleaner intake pipeline without adding another full-time intake coordinator.

Services

Workflow Audit

AI Automation

Agent Development

Integration

Process Architecture

Strategy & Consulting