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.
Clear answers before the work begins.
The operating relationship is designed to leave ownership, continuity and data responsibilities visible.
Where does the firm's data live?
In Canada. The client database and intake records are stored on infrastructure in Montreal, encrypted, under written service agreements limited to processing on the firm's instructions. The Privacy Policy names every processor.
What happens if Adriano is unavailable?
The operation is documented as it is built. Accounts, records and working files belong to the firm, so the work survives any single person. Engagements run month to month, and the firm can leave with everything at any point.
See the complete commercial model.
One monthly engagement covers the connected managed scope. Paid-media spend remains separate and controlled by the firm.