The Methodology

A four-layer system. Engineered for capture.

The Trevisi Connect system is not a tool, a dashboard, or a marketing campaign. It is conversion infrastructure — deployed inside your firm, owned by your firm, measured against a single number: mandates signed per enquiry received.

LAYER 01
Capture Layer

Every inbound enquiry, surfaced in real time.

Phone, web form, WhatsApp, referral, walk-in. We unify every channel into a single intake stream — timestamped, attributed, and routed before your team has finished their coffee. No enquiry is lost to a missed call or an unread inbox.

  • Unified multi-channel intake
  • Sub-second attribution
  • Zero-loss routing
LAYER 02
Response Layer

First contact in under 90 seconds — every time.

An automated first-response touches the prospective client within seconds, signed in your firm's voice. A live attorney or trained intake specialist follows up within 5 minutes. Speed is not a feature. It is the conversion.

  • Branded auto-response
  • 5-minute human escalation
  • After-hours coverage
LAYER 03
Qualification Layer

The right cases reach the right partner.

We score every enquiry on case complexity, urgency, and value before it reaches a partner. Junior matters are handled by associates. High-value mandates land directly with the partner best positioned to close them.

  • Real-time enquiry scoring
  • Partner-tier routing
  • Dead-lead suppression
LAYER 04
Reconciliation Layer

Every Monday, the truth on a single page.

A weekly executive brief: enquiries received, response times by hour, mandates signed, revenue attributed, and the precise points where the funnel is leaking. No dashboards. No noise. One page. Read in two minutes.

  • Weekly executive brief
  • Attribution to the cent
  • Leak-point flagging
Deployment

Six weeks. Then live.

We deploy the system in three phases. Your team is operational throughout. No downtime. No firm reorganisation.

Week 1–2
Audit & instrumentation
We measure your current funnel end-to-end. Every leak is documented, dated, and quantified.
Week 3–4
System deployment
Capture and response layers go live. Your team is trained on the new intake protocol. First mandates begin closing within days.
Week 5–6
Reconciliation & handover
Weekly briefs begin. Qualification scoring is calibrated. The system is yours — we move to oversight only.
The Measurement Standard

How we know what we know.

Every figure we report is traceable to a source, a method, and a confidence range. The diagnostic is a starting estimate — not the invoice.

PRINCIPLE 01

The diagnostic is an estimate, not an audit.

The opening figures use industry conversion benchmarks for inbound legal enquiries, applied to the inputs you supply. They produce a directional range — typically accurate within ±25%. The diagnostic is designed to surface whether a leak exists at material scale. It is not the basis on which any fee is calculated.

PRINCIPLE 02

The contracted baseline is yours, not ours.

Before any performance-based fee applies, we measure your firm's actual conversion rate, response times, and average mandate value across a 60-day baseline window. That baseline is recorded, signed by both parties, and locked. Every subsequent invoice is calculated against your numbers — never against a benchmark, a competitor, or a model.

PRINCIPLE 03

Attribution is contractually defined, not statistically claimed.

We do not claim to have proven causation. We claim to have agreed, in writing and in advance, on a transparent formula: mandates above your baseline conversion rate, valued at your baseline mandate value. The formula is fixed; the inputs are audited monthly; the calculation is verifiable by an independent third party at your discretion.

PRINCIPLE 04

Material change triggers recalibration.

If your marketing spend, fee-earner capacity, or practice mix changes materially, either party can call for the baseline to be recalculated. We do not profit from a tailwind we did not create, and you are not penalised for a headwind we did not cause.

PRINCIPLE 05

You can walk away with the data.

All raw enquiry data, response logs, and conversion records remain your property. On termination, you receive a complete export within five business days. There is no lock-in beyond the notice period in your engagement letter.

Begin with the diagnostic.

Before deployment, we measure. Run the diagnostic to see what your firm is leaking right now.