When someone reaches out, JB tells you who they are, what they want, and where they found you, so you can decide quickly who to call back first.
In the work log, that looks like testing every form end to end, routing each lead to the right place, merging duplicates, and tracing where a lead actually came from when the record is unclear.
How much JB did on its own for this job:
JB filled out every form like a customer would, to prove each lead actually arrives.
From the log: Submitted test forms across website portfolio to verify end-to-end ingestion and notification.
New leads · July 2, 2026
Leads from ads and forms now land in the right place without anyone sorting them by hand.
From the log: Incoming leads from ads and web forms now route automatically to intake workflows based on practice area and business hours.
New leads · July 15, 2026
A lead said one thing on the form and another in the message. JB asked, then fixed the routing.
From the log: Corrected a lead where form selection conflicted with landing page and message content signals.
New leads · July 28, 2026
Updated intake link generation permissions and search classification logic.
New leads · Intake
System reconciled contact information when multiple intake sources identified the same person.
New leads
Enriched intake milestone notifications with qualifier facts and contact details.
New leads
Adjusted filters to preserve context and avoid losing viable prospects during qualification.
New leads
Expanded alert payload to include contact details and qualifier facts for completed intake checklists.
New leads
Corrected system behavior to retain existing source data during lead updates.
New leads
Discovered missing identifier links preventing proper lead source tracking in downstream systems.
New leads · Clio
Found and surfaced paperwork from the intake system for a named individual.
New leads · Intake
Added contact and qualifier details to the alert sent when a checklist is completed.
New leads · Intake
Audited recent intake records to verify salesperson assignment accuracy.
New leads · Clio
Disabled the staged form by setting an environment flag and redeploying the site.
New leads · Website
Compared conversion data before and after a staged form launch, identified a six-fold decline on one page.
New leads · Website, Reporting
Reverted landing page to single-step form via environment variable after conversion analysis showed material drop, preserving code for future re-enable.
New leads · Website
Detected six-fold form rate drop on one landing page after multi-step form deployment, with unchanged call volume and control page holding steady.
New leads · Website, Reporting
Analytics specification prepared for multi-channel intake source attribution.
New leads · Reporting
Traced missing contact flow between intake form and relationship management system.
New leads · Intake
Automatically appended completed intake questionnaire PDF to the intake task record.
New leads
Fixed event tracking flow so scheduled consultations appear correctly in conversion reports.
New leads · Calendar, Reporting
Traced missing lead flow between intake system and tracking platform to identify gap.
New leads · Intake
Reconnected scheduling tool event tracking to analytics so new consultation bookings appear in conversion reports; draft confirmation email prepared.
New leads · Calendar
Post-submission page now includes brief credibility strip to reduce abandonment.
New leads · Website
Intake workflow closes packet tasks when signed documents arrive from outside channels.
New leads · Documents, DocuSign
Portal now allows staff to override when retainers were signed through alternate channels.
New leads · Intake, Documents
System now generates authorization documents when regulatory forms are missing from packets.
New leads · Intake, Documents
Platform now completes portal packets when external signatures are marked received.
New leads · Intake, Documents
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