Daily Lead Volume
Calls by Source — click a bar for details
Call Outcomes
Call Log
| Date | Caller | Referral Source | AI Case Summary | Intent | Dur | Lead Status |
|---|
Contact Forms
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Forms Review Submissions we couldn't auto-attribute — approve real leads, delete junk, block repeat spammers
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Analytics
Lead intelligence and conversion metrics
Lead Conversion Rate
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First-Time Caller Rate
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New Leads (Calls)
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Total Calls
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Contact Form Leads
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Total Forms
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Total Leads (All Sources)
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Answered Rate
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Lead Type Breakdown (Calls)
Daily Volume — Calls, Leads & Forms
Calls by Source
Case Type Distribution (Calls)
Month over Month
Live from CallRail and contact form intake
Portfolio
Portfolio performance and engagement
Portfolio Analytics
Call volume, AI coverage, and lead distribution across all firms
Leads by Firm (Top 20)
Lead Type Distribution
Daily Lead Volume (All Firms)
AI Leads by Firm
Call Outcomes
Top Call Sources
Client Activity Login History
Which firms are engaging with the platform
| Firm | Last Login | Total Logins | Status |
|---|
Tools
CRM
Manage firms, domains, and access