Workflow Audit
AI Automation
Agent Development
Morgan & Co 2025©
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Overview
Morgan & Co had plenty of new inquiries, but their team was spending too much time sorting good leads from bad ones. Every call, form, and message needed manual review before anyone knew which cases deserved immediate attention.
Diagnosis
We reviewed the path from first inquiry to attorney review. The issue was not lead volume. It was speed, prioritization, and consistency. High-value cases were mixed in with low-fit inquiries, and follow-up depended too much on who saw the message first.
Build
We built an AI screening workflow that captured case details, asked qualifying questions, routed urgent leads, updated the CRM, and triggered SMS follow-up when a prospect had not responded. The team got cleaner information before deciding who needed a call.
Outcome
Morgan & Co stopped treating every inquiry the same. Stronger cases moved faster, weaker leads were filtered earlier, and the team spent more time on qualified opportunities instead of chasing every message manually.
Services
Workflow Audit
AI Automation
Agent Development
Integration
Post-Launch Support
Strategy & Consulting