JB’s work log: November 2026

Fixed a billing rule so a recurring fee already billed under another run is not offered again.

Billing and money · Billing

Shipped a private SEO and AI search report inside the quote engine.

Reports and owner questions · Reporting, Website

Adjusted audit logic so unseen or ambiguous signals are treated as unknown instead of flagged as weaknesses.

Marketing and getting found · Website

Scheduled jobs prepared several content briefs for upcoming articles and left them for a human to review.

Marketing and getting found · Website

Updated a test assertion so a portal send step no longer exposes a destination detail in its internal comment, then merged the related changes with CI passing and the deploy succeeding.

Systems and upkeep · Intake

Compared ways to run the agent across several accounts and wrote up findings without changing any configuration.

Systems and upkeep

Shifted one firm's signing flow and intake polling to a separate engine with a documented rollback path.

Systems and upkeep · Intake

Built and merged updated page layouts through reviewed pull requests, with a few pages still pending the same update.

Systems and upkeep · Website

Compared the public site copy to the intended positioning, flagged one inconsistency, and left all changes for human decision.

Marketing and getting found · Website

Revoked a trial firm's integration grant and deleted its records at the owner's request.

Systems and upkeep · Clio

The homepage now opens with a narrated read of a firm's public site and a set of findings, shortened with expanders.

Marketing and getting found · Website

The weekly digest gained a funnel section that tags text leads by their source reference.

Reports and owner questions · Reporting

Capped summary length and tightened the texting rules so previews contain only the draft and send time.

Customer messages · Telegram

Starting a ticket link now requires a name, enforced on both the page and the engine.

New leads · Intake

Found and fixed a gap where a firm's storage connection could be replaced, and now every unsigned connect request is refused.

Systems and upkeep · Dropbox, QuickBooks

A demo firm's Gmail and Drive search and read tools were verified working with the mailbox lock in place.

Systems and upkeep · Gmail

Added a way for each person to connect their own Outlook mail, calendar, and files, with drafts only and no sending.

Systems and upkeep · Outlook, Calendar

The public reviews snapshot was refreshed from the internal database.

Marketing and getting found · Google Business Profile, Website

Calendar start times now stay in UTC and previews must be issued before confirming.

Systems and upkeep · Calendar

Ending a prior attorney relationship now creates a seven-day follow-up reminder.

Client work

Invoice sending no longer reports an error once the accounting system has delivered it.

Billing and money · QuickBooks, Billing

Updated search copy and metadata on multiple practice and blog pages, plus a new unindexed offer page.

Marketing and getting found · Website

Several content briefs were drafted for human review ahead of publishing.

Marketing and getting found · Website

Scheduled jobs reviewed search and AI visibility signals and refreshed priority tips for the business profile.

Marketing and getting found · Google Business Profile, Website

Tightened a test assertion so internal comments on outbound sends omit the destination address, then confirmed the build passed and deployed.

Systems and upkeep · Intake

The weekly digest now includes a funnel section for inbound text leads.

Reports and owner questions · Reporting

Capped summary length and tightened drafting rules so owner-facing messages are brief and end in a clear ask.

Systems and upkeep · Telegram

Fixed a security gap in how storage and accounting connections were initiated, then verified existing connections were unaffected.

Systems and upkeep · Dropbox, QuickBooks

Verified end to end that the firm brain can search mail and read shared files for a test account.

Customer messages · Gmail, Documents

Each person can now connect their own mail, calendar, and files for read access, with drafts requiring confirmation and no sending.

Customer messages · Outlook, Calendar, Documents

Added a scheduled job that proposes internal links from search data and opens one reviewable change per site.

Marketing and getting found · Website, Reporting

Assembled a registry of law-firm tools with integration status to power a site-based prospect analysis.

Marketing and getting found · Website, Intake

Reduced conversion tracking to lead and funnel events so reports reflect real outcomes.

Reports and owner questions · Reporting, Website

A timer-driven job now finds texts that arrived during a restart gap and replays them.

Systems and upkeep

Aligned site copy and pricing page around a single message, backed by keyword research, and shipped the changes.

Marketing and getting found · Website

Corrected how the active conversation is identified so reminders and escalations land in the right thread.

Systems and upkeep

Prepared a draft laying out sender address options for automated alerts, with a recommendation, for a human to review.

Customer messages · Gmail

Changed footer attribution for law-firm sites and revised copy across pages after keyword comparison.

Marketing and getting found · Website

Built a registry of law-firm tools and planned an intake flow that detects a firm's stack and shows a tailored read.

New leads · Intake, Website

Built a job that detects downtime windows and replays any inbound texts missed during a restart.

Systems and upkeep · Telegram

Updated alert recipients and moved to branded, plain-English alert templates, then resent missed test alerts.

Customer messages · Email

Enabled server-side conversion events for a site and trimmed noisy conversion flags after approval.

Reports and owner questions · Website, Reporting

Prepared a monthly marketing order, adjusted it to a target budget after review, and held it unsent.

Marketing and getting found · Website

Corrected how the active conversation is identified so replies route back to the right thread.

Systems and upkeep · Telegram

Pulled search volume data and summarized findings into a positioning recommendation for review.

Reports and owner questions · Reporting

Updated the homepage headline and site messaging after keyword research, with the final direction approved by a human.

Marketing and getting found · Website

Added a verified registry of supported tools and tightened homepage and pricing copy.

Systems and upkeep · Website

Updated existing site pages and blog content to keep search copy current.

Marketing and getting found · Website

Prepared several article briefs for human review before any writing begins.

Marketing and getting found · Website

Ran a scheduled review of how the firm appears in AI-driven and search results, with no changes made.

Marketing and getting found · Website

Updated an end-to-end test so portal-send intake comments are verified to leave out recipient contact details, and the checks went green.

New leads · Intake

Search volume research informed new site messaging and a restructured pricing page.

Marketing and getting found · Website

Server-side conversion events were enabled and noisy key events were removed so reported conversions reflect real leads.

Reports and owner questions · Website, Reporting

A recurring job now detects gaps during agent restarts and replays any inbound texts that were missed.

Customer messages · Telegram

Intake alerts now use a branded layout with plain-English reasons and go to the correct staff recipients.

New leads · Email, Intake

Added a delete action for calendar events that previews first and refuses recurring or view-only entries.

Client work · Clio, Calendar

Prepared a draft laying out several options for which mailbox staff alerts should send from, for a human to review.

Customer messages · Gmail

JB wrote the post, the owner approved it, and JB published it. 2 of them that day.

Marketing and getting found · Google Business Profile

Changed the alert fallback so staff notices come from a neutral firm-brain address and asked for a proper licensed mailbox.

Customer messages · Email, Gmail

Ran a browser test of a new online intake and signing flow using fake data, with payment testing still pending.

New leads · Intake, Website, DocuSign, Clio

Traced an apparent drop in tracked leads to a change in how events fire, then corrected the first explanation after further checks.

Reports and owner questions · Reporting, Website

A scheduled uptime check now runs every few minutes and logs availability for later reporting.

Systems and upkeep

Repaired a set of failing site content verification checks and added an automated check that blocks unverified changes from merging.

Systems and upkeep · Website

Added in-body links to a new calculator page across dozens of pages and posts, then submitted the pages for indexing.

Marketing and getting found · Website

Changed staff alerts to use a safe default sender when a firm address cannot send, and requested a proper mailbox.

Customer messages · Email

Reviewed paid search performance and mapped new campaign ideas for later consideration.

Marketing and getting found

Moved firm-specific configuration out of code and into the database so new firms need no code changes.

Systems and upkeep

Investigated a drop in tracked conversions and determined it came from blocked spam submissions rather than lost leads.

Reports and owner questions · Reporting, Website

Rebuilt the marketing homepage with new sections and a clearer plan and demo path, submitted as a pull request for review.

Marketing and getting found · Website

Restored dropped page markers, updated stale content locks, and added an automated check that holds failing SEO changes from merging.

Marketing and getting found · Website

Added in-body links to a new cost calculator across dozens of pages and posts, then submitted the pages for indexing.

Marketing and getting found · Website

Changed alert email fallback so messages never go out from an unintended sender address.

Systems and upkeep · Email

Replaced an outdated status message with a corrected one and staged it for human approval before sending.

Customer messages · Phones

Compared lead event counts across periods, found the apparent drop was not real, and identified a tracking gap.

Reports and owner questions · Reporting, Website

Rebuilt a site homepage around the lead offer and opened it for human review before release.

Marketing and getting found · Website

Repaired a set of failing site content checks and added an automated check that blocks bad optimizer changes before merge.

Systems and upkeep · Website

Added in-body links to a new calculator page across dozens of site pages and submitted the URLs for indexing.

Marketing and getting found · Website

Shipped search-focused content refreshes and internal linking updates across several public web properties.

Marketing and getting found · Website

A scheduled run prepared an article brief for human review before use.

Marketing and getting found · Website

A scheduled run assembled a content brief for a human to review.

Marketing and getting found · Website

A scheduled run re-ranked suggested profile improvements for review.

Marketing and getting found · Google Business Profile

A scheduled run reviewed how the firm appears in search and AI-generated answers.

Marketing and getting found · Website

Scheduled notifications went out to announce newly published content.

Customer messages · Email

Tightened an end-to-end test so portal-send comments omit the destination address, then merged the related changes with CI passing and the deploy succeeding.

Systems and upkeep · Intake

Reviewed an article on advertising changes and sorted ideas into keep, skip, and park for the paid search program.

Marketing and getting found

Changed the alert fallback so notifications never go out from an unintended address when a firm mailbox cannot send.

Customer messages · Email

A scheduled uptime check now logs availability of the firm brain endpoint every few minutes.

Systems and upkeep

Moved firm-specific settings out of code maps into stored configuration, verified to leave the available tool set unchanged.

Systems and upkeep

Rebuilt the firm-services homepage with new sections and an updated offer layout, submitted as a pull request for review.

Marketing and getting found · Website

Repaired a set of failing site content verification scripts and added an automated check that holds optimizer changes when it fails.

Systems and upkeep · Website

Added internal links to a new pricing calculator across dozens of pages and posts, then submitted the updated pages for indexing.

Marketing and getting found · Website

Set up a restricted assistant profile for a team group chat with limited tools, pending a human-timed restart.

Systems and upkeep · Signal

Assembled the monthly content order and left a draft reply unsent for a human to review.

Marketing and getting found · Gmail

Built and released a cost calculator and pricing pages after human sign-off on scope and merge.

Systems and upkeep · Website

Rewrote core site pages and copy guardrails to match a revised positioning, then verified the live pages.

Marketing and getting found · Website

Read rank tracker and search console data to summarize local position changes across service areas.

Reports and owner questions · Reporting

Replaced remote font fetching with locally bundled fonts so site builds no longer fail at random.

Systems and upkeep · Website

Investigated an unexplained contact overwrite, ruled out internal causes, and restored the record and its document folder after approval.

Client work · Clio, Dropbox

Configured a scoped Signal assistant with lookup and record-keeping tools only, with finance and outbound tools excluded.

Customer messages · Signal

Shipped a single sign-in endpoint that maps each user to exactly one firm before exposing any tools.

Systems and upkeep · Clio

Built an interactive calculator and a public pricing page with a self-serve signup path, merged after approval.

Marketing and getting found · Website

Drafted, validated, and shipped a new blog post after approval, then submitted the URL to search indexing services.

Marketing and getting found · Website

Rewrote key pages to match a new positioning and updated the automated checks so the old framing cannot return.

Marketing and getting found · Website

Traced a contact record overwrite, restored the correct data, and repaired the linked document folder.

Client work · Clio, Dropbox

Configured a restricted lookup and record-keeping assistant profile for a staff group chat, pending go-live.

Customer messages · Signal

Replaced externally fetched fonts with locally hosted ones, which stopped intermittent build failures.

Systems and upkeep · Website

Updated page content, FAQs, and structured data on a local service page, then opened it for review.

Marketing and getting found · Website

Drafted, validated, and shipped a blog post for a human-approved publish, then submitted the URL for indexing.

Marketing and getting found · Website

Rewrote public positioning pages and updated copy rules and verification checks so the messaging stays consistent.

Marketing and getting found · Website

Read ranking, search console, and indexing data across sites to flag what was indexed and what needed follow-up.

Reports and owner questions · Reporting, Website

Investigated a folder rename caused by a contact record change and restored the original structure after approval.

Documents and email · Clio, Dropbox

Added a single authenticated endpoint and an integration app flow, merged and deployed after review.

Systems and upkeep · Clio

Configured a limited-scope assistant for a staff chat group with reduced tools and no finance access, pending restart.

Systems and upkeep · Signal

Replaced a flaky external font fetch with locally hosted fonts and confirmed clean builds and page loads.

Systems and upkeep · Website

Built and released a calculator tool and public pricing page, with a lead auto-reply and mobile layout refinements.

Marketing and getting found · Website, Email

Drafted, validated, and shipped a new blog post, then submitted the URL to search engines for crawling.

Marketing and getting found · Website

Rewrote public positioning pages, FAQs, and machine-readable summaries, then added checks that block the retired framing from returning.

Marketing and getting found · Website

Moved font assets in-house so builds no longer depend on an external font fetch.

Systems and upkeep · Website

Pulled the latest public review data from the internal database into the site's snapshot.

Reports and owner questions · Google Business Profile, Website

Shipped usability updates to an online calculator and adjusted how build options are chosen on the pricing page.

Marketing and getting found · Website

Updated existing web pages, merged low-traffic ones, and rebalanced internal links to improve search performance.

Marketing and getting found · Website

Reordered the queue of profile tips based on current priorities, internal only.

Marketing and getting found · Google Business Profile

Read visibility signals from multiple sources to assemble a read-only snapshot.

Reports and owner questions · Reporting, Website

A search-focused content brief was prepared and held for human review.

Marketing and getting found · Website

A content brief was prepared for a human to review before any writing begins.

Marketing and getting found

Updated an end-to-end test assertion to confirm outbound portal comments omit the recipient address, turning the build green and shipping the change.

Systems and upkeep · Intake

Read rank tracker and search console data across several local markets to guide next priorities.

Reports and owner questions · Reporting

Compiled the month's content order into a sheet and left a reply as a draft for review.

Reports and owner questions · Gmail

Investigated a contact record that had been overwritten, found the change originated outside our systems, and restored the data after approval.

Client work · Clio, Dropbox

Configured a restricted assistant profile for a staff group on Signal with limited tools and no financial access.

Customer messages · Signal

Added a single sign-in based connector URL that routes each user to their own firm's tools.

Systems and upkeep · Clio

Replaced third-party font fetching with locally hosted fonts so site builds stop failing intermittently.

Systems and upkeep · Website

Built and launched a public calculator and pricing pages with an automated email breakdown, merged after checks passed.

Systems and upkeep · Website, Email

Repointed redirecting and broken links and shifted internal link weight toward priority pages.

Marketing and getting found · Website

Updated a city landing page with new local content, corrected FAQs, and refreshed metadata.

Marketing and getting found · Website

Drafted, revised, and published a long-form blog post, then submitted it for search indexing.

Marketing and getting found · Website

Rewrote site pages and internal guidance so messaging centers on consolidation and efficiency, then verified the live pages.

Marketing and getting found · Website

Reviewed delivered placements, audited anchors and link health, and drafted the next monthly order for human approval.

Marketing and getting found · Website

Audited posting failures and tested variations to isolate the cause at the listing level, then escalated for human review.

Marketing and getting found · Google Business Profile

Rewrote a business profile description and a batch of review replies to meet advertising-rule wording, applied on explicit human instruction.

Marketing and getting found · Google Business Profile

Backfilled campaign attribution on a few leads so the new view and the weekly report agree on incident counts.

Reports and owner questions · Reporting, Call tracking

Verified the prior month's placements and drafted the next order for human review.

Marketing and getting found · Reporting, Website

Confirmed an outside test email to a shared inbox produced a text alert within seconds, after fixing three blockers.

Customer messages · Gmail, Email

Rejected posts that would break platform rules and added link checks and a state monitor for future posts.

Marketing and getting found · Google Business Profile, Telegram

Tested posting variants to isolate why posts were being rejected and concluded the cause sits at the listing level, pending human review.

Marketing and getting found · Google Business Profile

Rewrote a listing description and a batch of review replies to meet advertising rules, applied after human approval.

Marketing and getting found · Google Business Profile

Built new calculator pages, fixed canonical and indexing issues, and drafted a monthly link order for human review.

Marketing and getting found · Website, Reporting

Added a scheduled job that summarizes recent conversation threads into a saved note for continuity.

Reports and owner questions

Confirmed an outside test email routes through a shared inbox and triggers an inquiry alert within seconds.

New leads · Email, Gmail, Intake

Reviewed the pending post queue and rejected drafts that broke platform rules after human go-ahead.

Marketing and getting found · Google Business Profile, Telegram

Added link resolution before publishing and an hourly job that reads posts back, flags rejections, and alerts on low live-post counts.

Marketing and getting found · Google Business Profile, Telegram

Rewrote a batch of public review replies to follow regulated-industry wording rules and posted them after human direction.

Marketing and getting found · Google Business Profile

Reviewed last month's placements, audited link health, and drafted the next order for human review.

Marketing and getting found · Website, Reporting

Tested that mail to a shared inbox is detected and forwarded as a text alert within seconds.

Customer messages · Email, Gmail

Audited post history, added an hourly read-back of post state, and alerts a human when a post is rejected.

Marketing and getting found · Google Business Profile, Telegram

Held drafted site and posting changes unmerged after a human froze changes for a set period.

Marketing and getting found · Website, Google Business Profile

Merged technical and wording fixes covering canonicals, internal links, structured data, and policy pages, then verified them live.

Marketing and getting found · Website