An operator runs it with you until it runs clean.
Software left on its own goes quiet in five weeks. So for about 90 days a forward-deployed operator runs the function with you, reviews what the workers produce, and hands over a function that runs on the system.
Set up with you, reviewed every week, then handed over.
- Week 1
- Sets your intake rules and hiring rubrics with you.
- For personal injury intake, that means the states and case types the firm handles, and what happens to calls from outside them.
- Every week
- Reviews what the workers produce and sends back what isn't right.
- For intake, that includes every call summary.
- Day 90
- Hands over a function that runs on the system, not on a person.
- The routine stays with the workers, and the judgment stays with you.
- Throughout
- The calls, transcripts and quoted evidence stay on file for anyone to check.
What a week of review looks like.
As it might read for a personal injury firm: what was checked, what was sent back, and the one decision waiting on you.
Expert in the loopFrom $5,000 a month · 3-month minimumWorker pricing
- Service states need your approvalWaiting on you
Calls about incidents outside Florida and Georgia will be marked for referral, as you asked on Tuesday.
- Intake summaries reviewed: 232 flagged
Both callers hung up before the care questions. Each got a callback the next morning.
- Case manager rubric, v2 → v3Done
Bilingual Spanish is weighted higher, per the partners' meeting.
- SOP: New client onboarding, v4Approved
Signed off by the managing partner and shared with the intake team.
What firms ask before they bring in an operator.
- What does Expert in the loop cost?
- From $5,000 a month, with a 3-month minimum. It is a separate service, not a plan. The workers are priced on their own: $500 a month each, or $1,500 for all four, plus a one-time $2,500 setup per account.
- What does the operator do?
- Runs the function with you. In the first week the operator sets your intake rules and hiring rubrics with you. Every week after that, they review what the workers produce and send back what isn't right.
- How long does it last?
- About 90 days, which is why the minimum is three months. Around day 90 the operator hands over a function that runs on the system, not on a person.
- Who makes the decisions?
- You do. The operator checks the workers' work, but which cases you take, who you interview and hire, and how the practice runs stay with you.
- How do we start?
- Book a 30-minute call. Bring one job that eats your week: we map it on the call, show you the worker running it on your own example, and leave you with a plan whether or not you sign up.
Bring one job that eats your week.
We map it on the call, show you the worker running it on your own example, and leave you with a plan whether or not you sign up.
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