This Week — Apr 14–20, 2026
Answer Rate
87%
30 of 34 answered
New Clients
8
Captured this period
Upcoming Bookings
6
1 no-show this week
Completion Rate
82%
9 of 11 completed
Reviews Sent
7
5 positive responses
Missed Calls
4
of 34 total
Recent Clients
| Name | Case Type | Stage | Date |
|---|---|---|---|
| Marcus Thompson | Auto Accident | New Lead | Apr 19 |
| Jennifer Liu | Slip and Fall | Consult Scheduled | Apr 18 |
| David Rodriguez | Workplace Injury | Intake Complete | Apr 17 |
| Tamara Wilson | Auto Accident | Decision Ready | Apr 16 |
| Robert Chen | Premises Liability | Accepted | Apr 15 |
Upcoming Bookings
Marcus Thompson
Sarah Mitchell
Apr 21
10:00 AM
Jennifer Liu
James Harrison
Apr 21
2:00 PM
Patricia Moore
Sarah Mitchell
Apr 22
11:30 AM
Kevin James
Marcus Webb
Apr 23
3:00 PM
Recent Calls
| Caller | Phone | Time | Duration | Source | Outcome |
|---|---|---|---|---|---|
| Marcus Thompson | (404) 555-0211 | Apr 19, 10:14 AM | 4m 32s | Lead Captured | |
| Anonymous | (678) 555-0334 | Apr 19, 9:02 AM | 1m 12s | Unknown | Voicemail |
| Jennifer Liu | (770) 555-0198 | Apr 18, 2:45 PM | 6m 18s | Referral | Appt Booked |
| Thomas Bell | (678) 555-0567 | Apr 17, 3:15 PM | 8m 41s | Escalated | |
| Tamara Wilson | (404) 555-0312 | Apr 16, 1:00 PM | 5m 12s | Lead Captured |
84
/ 100
Overall Score
B
91%
Intake Completion
78%
Booking Conversion
88%
Escalation Accuracy
34
Calls Scored
Score Breakdown
A
Intake Completion
Did AVA collect all required info? Weight: 35%
91%
B
Booking Conversion
Did AVA book qualified callers? Weight: 30%
78%
A
Escalation Accuracy
Did AVA correctly handle urgent situations? Weight: 20%
88%
B
Call Resolution
Did calls end with a clear next step? Weight: 15%
82%
Score Trend
Weekly average — last 8 weeks76
79
75
80
82
83
81
84
Feb 24Mar 3Mar 10Mar 17Mar 24Mar 31Apr 7Apr 14
Call-by-Call Scores
| Caller | Date | Duration | Score | Grade | Intake | Booking | Escalation |
|---|---|---|---|---|---|---|---|
| Marcus Thompson | Apr 19 | 4m 32s | 92 | A | 100% | 85% | — |
| Jennifer Liu | Apr 18 | 6m 18s | 88 | B | 95% | 90% | — |
| Thomas Bell | Apr 17 | 8m 41s | 79 | B | 88% | — | 95% |
| Tamara Wilson | Apr 16 | 5m 12s | 76 | B | 78% | 80% | — |
| Unknown Caller | Apr 15 | 2m 04s | 61 | C | 65% | 60% | — |
Click a lead name to open their profile. Use the dropdown on each card to move them between stages.
New Lead3
Marcus Thompson
Angela Foster
Kevin James
Intake Complete2
David Rodriguez
Patricia Moore
Decision Ready1
Tamara Wilson
Accepted1
Robert Chen
Consult Scheduled2
Jennifer Liu
Michael Brown
Review Requested1
Sandra Lee
Review: Yes2
Carlos Mendez
★ Confirmed
Diane Park
★ Confirmed
Review: No1
Thomas Bell
⚠ Needs Outreach
Left Review1
Linda Hayes
Monthly Summary
| Month | Total Calls | Total Minutes | Avg per Day |
|---|---|---|---|
| Jan 2026 | 98 | 412 min | 3.2 |
| Feb 2026 | 112 | 487 min | 4.0 |
| Mar 2026 | 127 | 554 min | 4.1 |
| Apr 2026 Current | 34 | 148 min | 1.7 |
Call Log
34 calls · 148 min total| Caller | Phone | Time | Duration | Language | Source | Outcome |
|---|---|---|---|---|---|---|
| Marcus Thompson | (404) 555-0211 | Apr 19, 10:14 AM | 4m 32s | EN | Lead Captured | |
| Anonymous | (678) 555-0334 | Apr 19, 9:02 AM | 1m 12s | EN | Unknown | Voicemail |
| Jennifer Liu | (770) 555-0198 | Apr 18, 2:45 PM | 6m 18s | EN | Referral | Appt Booked |
| David Rodriguez | (404) 555-0445 | Apr 18, 11:30 AM | 5m 04s | EN | Lead Captured | |
| Thomas Bell | (678) 555-0567 | Apr 17, 3:15 PM | 8m 41s | EN | Escalated | |
| Tamara Wilson | (404) 555-0312 | Apr 16, 1:00 PM | 5m 12s | EN | Lead Captured | |
| Robert Chen | (404) 555-0589 | Apr 15, 4:20 PM | 7m 02s | EN | Referral | Appt Booked |
| Patricia Moore | (404) 555-0221 | Apr 15, 10:00 AM | 3m 48s | EN | Lead Captured |
Call Transcripts
Every call answered by AVA is transcribed here. Flag transcripts that need follow-up and add internal notes.
Jennifer Liu
Apr 18, 2:45 PM · 6m 18s
AVA: Thank you for calling Harrison and Cole. My name is AVA, your virtual legal assistant. How can I help you today?
Caller: Hi, I was in a car accident last week and I want to speak with an attorney.
AVA: I'm so sorry to hear that. I'd be happy to help. May I get your full name and a good callback number?
Caller: Jennifer Liu, and my number is 770-555-0198.
AVA: Thank you, Jennifer. Were you the driver or a passenger?
Caller: I was the driver. The other car ran a red light and hit me on the driver's side.
AVA: I understand. Were you injured, and have you sought medical treatment?
Caller: Yes, I went to the ER that night. I have neck and back pain they're still evaluating.
AVA: When did the accident occur?
Caller: April 12th, around 4pm.
AVA: Based on what you've shared, our attorneys would want to speak with you. I can schedule a free consultation this week — would that work?
Caller: Yes, absolutely.
AVA: Wonderful. I'm sending you a booking link right now. You'll receive a confirmation text shortly.
Thomas Bell
Apr 17, 3:15 PM · 8m 41s · ⚑ Flagged — Escalated
Note: Caller mentioned hospitalization. Escalated correctly. James to call back — urgent.
AVA: Thank you for calling Harrison and Cole. My name is AVA. How can I help you today?
Caller: I need to speak with an attorney right now. I was in a slip and fall at a grocery store and I've been hospitalized for two days.
AVA: I'm very sorry to hear that. Are you currently receiving medical care and in a safe place?
Caller: Yes I'm at Grady, but I need legal help immediately.
AVA: Absolutely. Given the urgency, I'm escalating this to our team right now. If no one is immediately available, an attorney will call you back within the hour. Can you confirm your callback number?
Escalations
1 openThese are calls where AVA determined the situation needed a human. Review each one, call the person back, and mark it resolved.
What to do: Call the client back, add a note about what happened, then mark it resolved. Unresolved escalations stay red.
| Caller | Phone | Time | Trigger | Status | Actions |
|---|---|---|---|---|---|
| Thomas Bell | (678) 555-0567 | Apr 17, 3:15 PM | Said "hospitalized" | Open | 📞 Call Back |
6
Upcoming
9
Completed
2
No-Shows
1
Rescheduled
Bookings
💬 Automated SMS: Cancel queues a cancellation text. Reschedule sends a booking link. No-Show starts the follow-up timer. Mark Complete triggers the review request SMS.
| Client | Date | Time | Assigned | Status | Actions |
|---|---|---|---|---|---|
| Marcus Thompson (404) 555-0211 | Apr 21 | 10:00 AM | Sarah Mitchell | Scheduled | |
| Jennifer Liu (770) 555-0198 | Apr 21 | 2:00 PM | James Harrison | Scheduled | |
| Patricia Moore (404) 555-0221 | Apr 22 | 11:30 AM | Sarah Mitchell | Scheduled | |
| Sandra Lee (678) 555-0301 | Apr 14 | 9:00 AM | Marcus Webb | Completed | |
| Kevin James (770) 555-0490 | Apr 13 | 3:00 PM | James Harrison | No-Show | Follow-up sent |
No-Show Follow-Up Queue
2 awaiting follow-up💬 Automatic
Follow-up SMS fires automatically after your set delay. No action needed.
Follow-up SMS fires automatically after your set delay. No action needed.
📞 Manual
If you called the client yourself, log it here. This cancels the pending SMS.
If you called the client yourself, log it here. This cancels the pending SMS.
| Client | Missed Appointment | Auto SMS | Actions |
|---|---|---|---|
| Kevin James (770) 555-0490 | Apr 13, 3:00 PM | Pending | |
| Angela Foster (770) 555-0421 | Apr 11, 10:00 AM | Pending |
Lead Sources
371
Total Calls
5
Active Sources
Google
Top Source
Google
156
42%
Referral
104
28%
Facebook
56
15%
Direct
37
10%
Unknown
18
5%
Call Volume by Hour
See when your calls peak so your team has coverage at the right times.
Booking Confirmation SMS
Sent automatically when a caller books an appointment through AVA.
Appointment Reminder SMS
Sent automatically before the appointment. Reduces no-shows.
Review Request
Automation on
Sent after a consultation is marked complete. AVA asks the client to leave a review — then responds based on their answer.
When client replies YES →
AVA automatically sends your Google review link. No action needed from your team.
"Thank you! Here is your link: g.page/r/harrisonandcole"
When client replies NO →
The client is flagged in your Team Messages feed so you can follow up personally and resolve any concerns.
No-Show Follow-Up
Sent after the delay you set when a booking is marked no-show. Cancels automatically if the client contacts your office first.
Send after:
Automation On / Off
Toggle without losing your templatesBooking Confirmation
Sent when AVA books an appointment
Appointment Reminder
Sent before the appointment
Review Request
Sent after consultation is marked complete
No-Show Follow-Up
Sent after the delay timer fires
SMS Queue
⏰ Pending
Scheduled to send. Cancel before it fires if you handle it manually.
✓ Sent
Delivered successfully. The client received this message.
✕ Failed
Did not deliver. Usually a bad number or opted-out client. Retry here.
| To | Type | Status | Scheduled | Actions |
|---|---|---|---|---|
| (404) 555-0211 | Booking Confirmation | Sent | Apr 19, 10:15 AM | |
| (770) 555-0198 | Review Request | Pending | Apr 21, 5:00 PM | |
| (770) 555-0490 | No-Show Follow-Up | Pending | Apr 13, 5:00 PM | |
| (678) 555-0902 | Appointment Reminder | Failed | Apr 18, 10:00 AM |
Tasks
Call back Thomas Bell — hospitalization escalation from Apr 17Assigned to James Harrison · Due Apr 21
Pending▶
Review and update intake questions with new case type fieldsAssigned to Sarah Mitchell · Due Apr 22
In ProgressSet Google review link in SMS Automation settingsAssigned to James Harrison · Due Apr 20
Pending✓
Send onboarding welcome email to new client Robert ChenCompleted Apr 15
CompleteTeam Messages
⚠
Thomas Bell replied NO to a review request
Apr 18 at 4:02 PM — This client had a negative experience. Reach out to resolve before it becomes a public review.
Team Notes
Jennifer Liu's file is ready for the consultation on Apr 21. I've reviewed the ER report. Auto accident looks strong — full liability on the other driver.
Apr 19, 9:30 AM
Intake form for David Rodriguez is complete. Medical records from Grady received and uploaded to the shared folder.
Apr 18, 3:15 PM
Reminder — follow up with all April no-shows by end of week. Kevin James and Angela Foster still haven't rescheduled.
Apr 17, 11:00 AM
Intake Questions
These are the questions AVA asks on every call. Required questions must be answered before AVA moves forward. Optional questions are asked when the caller is open to sharing more.
Required — AVA always asks these
REQ
REQ
REQ
REQ
REQ
Optional — AVA asks when caller is open to sharing more
OPT
OPT
Manage how AVA handles bookings, when your office is open, and how automated follow-ups are timed. Changes save individually per card.
AVA Consultation Type
AVA uses this to confirm booking details with callers — she never asks whether the appointment is in person or virtual, she already knows from this setting.
Office Hours
to
to
to
to
to
to
to
🤖
AVA — Your AI Answering Assistant
AVA answers every call, captures intake information, qualifies callers, and books appointments automatically. The settings below control what AVA says on every call.
AVA Phone Number
(404) 555-0100
Live — answering calls
What you control here: Business name, contact details, tone, escalation settings, and intake questions. Changes take effect within 60 seconds.
What Aligned Impact manages: AVA's core call flow and qualification logic. Use the Adjustment Request section below for anything else — 2 included per year.
What Aligned Impact manages: AVA's core call flow and qualification logic. Use the Adjustment Request section below for anything else — 2 included per year.
Business Identity
Call Handling
Request an AVA Adjustment
2 included adjustments remaining this yearNeed AVA to handle something differently that goes beyond the fields above? Submit a request. The Aligned Impact team applies approved changes within 2 business days.
Manager vs Employee access:
Employees see only their own bookings, leads, tasks, and calls.
Managers see the full dashboard — all calls, all leads, settings, and team data. Only invite someone as a manager if you want them to have full access.
Employees see only their own bookings, leads, tasks, and calls.
Managers see the full dashboard — all calls, all leads, settings, and team data. Only invite someone as a manager if you want them to have full access.
Staff Members
| Name | Role | Status | ||
|---|---|---|---|---|
| James Harrison | Manager | james@harrisonandcole.com | Active | |
| Sarah Mitchell | Employee | sarah@harrisonandcole.com | Active | |
| Marcus Webb | Employee | marcus@harrisonandcole.com | Active |
Campaign emails send from your business address
Clients see your name and email — not Aligned Impact. They reply directly to you.
New Campaign
Estimated reach: 47 clients
142 characters · 1 segment
Campaign History
| Campaign | Type | Audience | Channels | Status | Date |
|---|---|---|---|---|---|
| Spring Win Back | Win Back | Inactive 60+ days | 💬 SMS | Sent | Apr 1, 2026 |
| March Referral Push | Referral | Completed consults | 💬 SMS ✉ Email | Sent | Mar 15, 2026 |
What's Coming
Building now
🧠 Business Insights
BetaA plain-language weekly summary of your business performance. Answer rate trends, busiest call windows, top lead sources, no-show patterns, and specific actions to take this week. No charts to decode.
📄 Document and Intake Automation
Coming SoonAfter a consultation is booked, automatically send the client a link to complete intake forms or upload documents before they arrive. Your team walks in prepared.
🔗 Referral Engine
Coming SoonAfter each completed consultation, AVA sends a personalized referral link. Track which clients send referrals and reward them automatically with a custom incentive.
Workflow Intelligence
Law Firm
⚖ Case Priority Recommendation
Coming SoonAfter every intake call, reviews case details and suggests urgent, standard, or low priority so the right attorney responds first.
📝 Pre-Consultation Brief
Coming SoonBefore each consultation, generates a one-page summary of the client's intake answers so your attorneys arrive informed.
📱 Multilingual Client Support
Coming SoonAVA detects the caller's language and switches automatically. Full intake, booking, and follow-up in Spanish, French, and more.