One intake process instead of scattered leads, notes, and follow-up.
- Challenge
- A multi-location legal services team ran intake on memory, siloed notes, and whoever happened to check the right inbox. Double-bookings and dropped follow-up were normal.
- What we built
- One CRM-backed intake workflow: standardized notes, tracked stages, clear ownership, and follow-up that no longer depends on any one person remembering.
- Result
- Fewer double-bookings, standardized handoffs, and higher close rates on consults—run by the team, not the owner.
We had leads, notes, and follow-up living everywhere. Givans Global turned it into one system, one workflow, and trained the team to run it. Now it runs without me babysitting it.