Screen lead reports
Organize available inquiry context for the lawyer's next review while keeping the evidence chain visible.
Explore ScreenOne system, managed through the handoffs.
CaseLoad Select connects the Screen, CRM, public presence and demand operation so the firm does not have to coordinate disconnected providers around every inquiry.
Screen first. CRM second. The complete system around both.
The commercial hierarchy is simple: prepare the lawyer's review, preserve the relationship, then manage the connected work that creates and supports both.
CRM relationship record
Maintain source, consent, state, ownership and the next permitted action.
Explore CRMManaged operation
Connect publishing, website, identity, demand, call handling and measurement under one direction.
Review the scopeACTS is concurrent, not a funnel.
Authority, Capture, Target and Screen operate together. Initial setup may be sequenced, but ongoing work moves among the four responsibilities as evidence and priorities change.
ACTS
One complete marketing method inside one managed engagement.
Authority
Make relevant knowledge, judgment and firm direction visible through useful publishing.
Capture
Preserve source, consent, context and ownership across the website, calls and CRM.
Target
Focus organic and paid attention on the clients and matters the firm wants.
Screen
Organize available inquiry context for the lawyer's next review.
The managed scope.
The work is managed as one operating model rather than a menu of isolated deliverables.
| Area | Managed work | Firm responsibility |
|---|---|---|
| Screen | Source-visible attention brief, visible selection, reason, uncertainty and questions to confirm. | Conflicts, legal merit, representation and every client decision. |
| CRM | Source, consent, relationship state, ownership, routines, portability and handoff. | Privacy direction, authorized access and timely human action. |
| SEO and AEO publishing | Research, source discipline, page roles, useful content and publishing cadence. | Legal accuracy, professional review and approved knowledge. |
| Website | Information architecture, page creation, maintenance, inquiry paths and technical quality. | Truthful service information, access and approval. |
| Business listings | Google Business Profile, Bing Places and Apple Business Connect where available and appropriate. | Accurate firm identity and platform verification. |
| Targeted demand | Organic and paid-demand readiness, destination review and measurement. | Media budget, service capacity and campaign approval. |
| Backup calls | Configured Voice AI backup call handling where appropriate, including escalation and review paths. | Approved call scope, privacy decisions and human follow-up. |
Every cycle leaves a visible decision record.
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Recommend
What should change, why it matters, the supporting evidence and open question.
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Implement
What changed, where it lives, the current state and responsible owner.
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Verify
Which functional, content, accessibility or production checks were completed.
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Continue
The next firm decision, operator action or lawyer review.
Clear ownership protects the work.
CaseLoad Select: system design, implementation, operation, reporting and recommended changes.
The firm: truthful business direction, access, approvals, service capacity and commercial decisions.
The lawyer: legal accuracy, professional obligations, conflicts, representation and client decisions.
The firm retains its website, domain, data and content under the documented ownership model.
QUESTIONS ABOUT HOW WE WORK
Clear answers before the conversation.
How do we set the scope?
The firm and CaseLoad Select clarify the desired outcomes, current priorities, responsibilities and constraints, then record what work is included and who owns each decision.
The agreed scope should also identify how changes are proposed and approved. A new need can prompt a scope discussion before related work begins.
What does the firm provide, and what does CaseLoad Select manage?
CaseLoad Select manages the marketing recommendation and the implementation assigned within the agreed scope. The firm supplies accurate business direction, appropriate access, timely approvals and information about its services and capacity.
The lawyer remains responsible for legal accuracy, professional obligations, conflicts, representation and client decisions. Those boundaries should be clear for each workflow.
How are content and campaign approvals handled?
The firm identifies who can review and approve each kind of work, including factual service information, legal content, public claims and paid campaigns.
Publishing or activating work that requires firm approval should wait for that approval. The scope can record the reviewer, the required evidence and how revisions are handled.
What does the firm own?
The firm retains its website, domain, data and content under the agreed ownership model. The engagement should identify the relevant accounts, records, working files, access and transfer arrangements for the systems in scope.
A handoff can only cover the assets and transfer steps set out in the agreed arrangement, so those details should be reviewed before work begins.
What should we approve before using a tool?
Before using a tool, review what information it requests, which providers process it and how it will be used. The firm should approve the purpose and decide what staff may enter.
The tools do not all handle information the same way. Do not enter client or matter details into a tool unless the firm has approved that use and its handling. Review tool disclosures and limits
What if the operator is away?
The work can record decisions, owners, current states and next actions as it is managed. The engagement should also document any agreed notice, access, transition and transfer steps for a change or handoff.
Documentation helps another reviewer understand the work, but it does not by itself provide a replacement operator or guarantee uninterrupted service. Confirm the practical continuity arrangement in the agreed scope.
See the complete commercial model.
One monthly engagement covers the connected managed scope. Paid-media spend remains separate and controlled by the firm.