Client Intake Automation
Communication automations, data integrity, and intake workflows
Welcome to Dudley Bros. Consulting
We build custom automations, analytics, and integrations. Below are a few project highlights and sample report visuals. We focus on legal CRM and technology. Your imagination is the only limit!
Operations Automation
Data cleaning, infrastructure management, and process to solution management
Reporting and Analytics
Create Native CRM reports, dashboards, and data visualizations. Visualize Macro data with BI Tools.
Exception Monitoring
Assist management goals with exceptions reports and auditing.
Sample Reports
| Report | Description |
|---|---|
| Intake Summary | Summarizes intake data for insights |
| Daily Intake Feed | Daily report to stay on top of your daily intakes |