North of Right

I build customer-intake and workflow systems for contractors and small law firms. I map what happens after a call, form submission, text or booking request, then build the routing, notification and handoff system that gets it to the right person and the right system of record.

My work includes:

• Inquiry routing and assignment
• Missed-call follow-up and text-back
• Internal alerts, response standards and escalation
• CRM, practice-management or job-management handoffs
• Quoting, consultation and scheduling workflows
• Workflow monitoring and failure alerts
• Account ownership and access documentation

I work with tools including Zapier, Jobber, Clio, CallRail and QuickBooks, as appropriate to the client's existing stack. Every system is documented and tested end to end, so the business knows what happens when a prospective customer or client reaches out.

For law firms, I design workflows around the firm's approved practice-management and intake systems. Sensitive prospective-client and matter information stays within tools the firm has approved.

Best for firms and crews that want fewer dropped handoffs, less manual follow-up and a dependable process from first contact to the next accountable action. North of Right is a Zapier Silver Solution Partner.