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Workflow notes for the three rooms we go deep in.

Intake triage, lead routing, conflict-check workflows, recall cycles, and the governance that comes with each one — written for the buyer actually running the backlog, not the buyer pitching the AI strategy deck to their board.

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Three forthcoming posts

One workflow breakdown per vertical, landing as each engagement ships.

The post bodies ship alongside the engagements that produce them. The cards below pin the keyword and the workflow in advance so the index can rank while the writing queue fills.

How single-location dental clinics stop losing after-hours leads

After-hours web enquiries land in a phone that nobody checks until 8am, so a $200 cleaning turns into a competitor's new patient. The intake chatbot picks up at 9pm, screens the caller, and books straight into the PMS so the lead stops being a missed call.

Independent real-estate brokerages under 10 agents: the lead-routing fix

A portal enquiry reaches the wrong agent four hours later, and the buyer has already emailed the next brokerage. Scoring the portal lead against agent speciality in under two minutes — with a logged escalation lane when nobody claims it — is the workflow that decides whether the next lead closes here.

Solo and small law firms: intake triage plus conflict checks without a junior producer

A new matter request sits in a shared inbox over the weekend and goes out to the partner who already conflicted on the opposing party. Conflict-check workflow against the existing matter list, intake routing to the right partner, and an escalation lane on hits keep client-confidential material inside the platforms the firm already vets.

Independent real-estate brokerages: the 2-hour lead-response window is the bottleneck

Community intel puts brokerages at ~$1M+/year lost on the 2-hour lead-response window — every portal enquiry sits in someone's inbox until the next brokerage has already emailed the buyer back. The four automations that close the window: lead-intake chatbot, sub-90-second lead response, weekend-showing confirmations, post-close review pipeline.

Three case studies

Three workspaces on a coffee catch-up, illustrated end-to-end.

Each card lands on a composite engagement drawn from community intel — before/after numbers, the four automations, and the operator’s day once they’re wired in. The numbers are narrative shape, not invented per-client facts.

Case study · Dental clinic

Composite single-location practice — 3 chairs, solo owner.

One snapshot outcome: ~9% missed calls.

Read the case study

Case study · Real-estate brokerage

Composite independent brokerage — under 10 agents, solo broker-owner.

One snapshot outcome: ~38s lead response.

Read the case study

Case study · Law firm

Composite solo / small law firm — 1-3 partners, no junior producer.

One snapshot outcome: ~3 min intake cycle.

Read the case study

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