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Product B — Wolfe Legal Growth OS

The system that knows which search became a signed matter.

Most firms can tell you how many calls came in. Almost none can tell you which page produced their retained matters, where valuable prospects were lost during intake, or what to change next. The Legal Growth OS connects marketing and intake so the entire system optimizes for qualified, retained matters—not activity.

Typically $35,000–$50,000/month, based on seats, integrations, practice complexity, and rollout scope.

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loop: first search → signed matter intake layer: docket, in production proving environment: jtnylaw.com closes the loop agencies cannot

The closed loop

Acquisition and intake, one feedback loop.

  1. Someone searches
  2. They find your firm
  3. They call or write
  4. Intake answers
  5. Lead is qualified
  6. Consultation
  7. Case is signed
  8. Outcome recorded
  9. The system learns

Every signed case teaches the system how to win the next one. That return path is what agencies cannot give you.

The intake layer

Docket and the operational path after the lead arrives.

Everything in the Growth Platform, plus the layer agencies never touch: what happens between the phone ringing and the engagement letter being signed. Docket gives intake a workflow, a taxonomy, and measurable stages—so leakage becomes visible and fixable.

01
Docket deployment or integration
02
Intake-stage taxonomy and workflow design
03
User roles, permissions, seats, and training
04
Call/form-to-intake identity linkage
05
Qualification, consultation, follow-up, and retention tracking
06
Rejection and referral reason taxonomy
07
Practice, geography, matter type, and probable-value classification
08
Response-time and contact-attempt measurement

Docket vs. legacy case management

CloudLex and SmartAdvocate store cases. Docket runs them.

Legacy case-management portals are databases with a login: they hold your matters and wait for someone to type. Docket is an operating layer built this decade—running in production at a working New York firm today—and it is wired into the growth system, so what happens inside the practice sharpens what happens in the market.

  1. An AI mailroom, live in production

    Inbound mail and email are read, classified, and filed to the correct matter automatically. Legacy portals still expect a human to do the filing.

  2. Intake with a clock on it

    Response-time SLAs, contact-attempt tracking, and partner routing—with every lead attributed back to the search that produced it.

  3. Work happens where your team already is

    Tasks, deadlines, and approvals push to email, Slack, and SMS and can be actioned from there—no portal babysitting.

  4. Built this decade

    A modern, real-time web application—not a skinned database from the 2000s. It ships improvements every sprint instead of every contract renewal.

  5. Wired into the growth loop

    Signed-case outcomes flow back into marketing, so the same system that runs your cases sharpens your acquisition. No legacy portal even attempts this.

docket — the intake layer of the legal growth os · proven daily in production at jtny law · see docket in full → · the proving environment →

Retained-matter intelligence

Downstream outcomes, returned to marketing.

When intake outcomes flow back into the acquisition system, content, UX, targeting, and staffing decisions stop being guesses. This is the intelligence layer of the operating system.

  1. Search-to-signed-matter attribution
  2. Intake leakage and cohort reporting
  3. Closed-loop recommendations for content, UX, targeting, and staffing
  4. Executive operating dashboard
  5. Quarterly system architecture and growth review

Questions the system answers

  • Which pages and queries generate qualified matters?
  • Which sources generate noise or cases outside the firm’s appetite?
  • Where are valuable prospects lost during intake?
  • Which content assists conversion even if it is not the last click?
  • Which pages should be expanded, repaired, consolidated, repositioned, or retired?
  • Which practice areas and markets justify further investment?

Implementation

A staged rollout, not a big bang.

  1. stage 01

    Architecture Review

    Current-state map of vendors, ownership, attribution, and intake maturity; future-state blueprint.

  2. stage 02

    Platform implementation

    Owned website infrastructure, search and content architecture, conversion systems, and first-party attribution.

  3. stage 03

    Intake integration

    Docket deployment or integration, intake taxonomy, identity linkage, seats, and team training.

  4. stage 04

    Closed-loop operation

    Search-to-matter attribution live; leakage and cohort reporting feeding monthly and quarterly operating reviews.

each stage ships value on its own · the loop closes at stage 04

Security, privacy, and access

Built for an industry with duties of confidentiality.

01
Least-privilege access and role-based permissions
02
Marketing analytics separated from privileged case details unless explicitly required and authorized
03
Only the minimum fields needed for attribution and operational analysis are stored
04
Lead/matter identity linkage and retention policies defined before implementation
05
Access to sensitive intake and matter data is audited
06
No confidential facts sent to third-party AI services without an approved data policy
07
Every third-party processor and integration is documented

Integrated engagements typically range from $35,000–$50,000/month.

Final scope depends on seats, integrations, practice complexity, and rollout plan. Implementation fees, where migration complexity warrants them, are scoped separately after the Architecture Review. Early integrated engagements are limited to a controlled design-partner cohort.

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