What do I need to bring?

Nothing. If you know last month’s spend, leads, and signed cases by source, bring those. If not, we work with what you know and mark the rest unknown.

A ShiFt operator, on a screen-share. You watch the numbers appear as you answer. Nothing is typed that you didn’t say.

Is the bar score a compliance opinion?

No. It’s a documentation score: what your vendor has put in writing and what it hasn’t. Your counsel decides what that means. We never do.

What happens to what I tell you?

It becomes a scan record in your free portal account so you can see it again. Delete it any time. It’s never shared or used to train anything.

Free Intake Exposure Scan

Twenty minutes. Two scores. No pitch.

We run both checks on your real numbers, live, with you.

Book the free scan

Keep your intake vendor. Know what it does. Keep the evidence current.

Pick a time

Screen-share. Bring nothing.

Can't see the calendar? Book here →

Free. 20 minutes. One ShiFt operator. No recording of the call.

You bring nothing. We bring the screen.

Three things happen. You leave with two scores and one next step.

What a signed case costs you

Spend, leads, signed — by source. We type, you answer. The number appears.

Whether your intake paper holds up

Ten questions about your AI or answering vendor. Every “don’t know” is read back to you as a list.

One next step

Not a pitch. One sentence. Booked before we hang up, if you want it.

What the screen looks like at minute 19.

Sample. Fictional firm. Your numbers replace these.

os.shiftnow.io · Intake Exposure ScanSample — Harbor Point Injury Law

Harbor Point Injury Law — Scan result

Can we trace our cases?

FIX · Revenue exposure

Is our AI supervised, in writing?

WATCH · Bar exposure

Cost per signed case

$7,500

Google Ads · WATCH

Cases you can’t trace

38of 96

40% · FIX

Revenue in the dark

$640K

Last 12 months · FIX

You answered “don’t know” 4 times. Those are the four questions to ask this week.

What happens to what a declined caller told you?
Are recordings used to train the vendor’s model?
Who at the vendor can read your transcripts?
Does the script change by state?

Do this nextGet the Snapshot — one practice area, one week, three lists.

Book it

Scores are provisional — modeled from what you told us, not measured from your systems. The Snapshot measures. Summarizes public guidance for planning. Not legal advice.

How the twenty minutes go.

0–2 min“Which one hurts more today?”

2–9 minCost per signed case, by source

9–16 minTen questions about your vendor

16–20 minTwo scores. One next step. Booked.

Two doors after the scan.

Pick one, or neither. The scores are yours either way.

Intake Exposure Snapshot™

$497 credited in full to any plan

One practice area. One intake workflow. You send six things. Five days. Three lists: documented, unknown, next.

Get the Snapshot

Supervise

$199/mo

The maintained process. Approved versions, sign-off, evidence gaps, reminders, exports. Works with any vendor.

Start 14 days free

Card on file · $0 for 14 days · cancel anytime.

Questions partners ask.

Summarizes public guidance for planning. Not legal advice. Claim disclosures · Methodology