Methodology

How Trevisi Connect delivers

Three frameworks govern this work, each with a distinct role. The Family Law Revenue Leakage Framework™ is the diagnostic lens. The Trevisi Conversion Architecture™ is the operating response. The eight operating benchmarks of the Benchmark 2026 are the measurement layer. This page is where the Architecture and the Benchmark meet.

The bridge

How the Architecture and the Benchmark relate

The Trevisi Conversion Architecture™ is the four-layer operating system Trevisi Connect builds inside a firm — Capture, Response, Qualification, Mandate Conversion — each layer a management discipline, not a piece of software.

The Benchmark 2026's eight operating benchmarks are the measurement layer beneath that architecture. Three of the four Architecture layers — Capture, Response, Qualification — map directly to a Benchmark 2026 benchmark of the same name. The fourth, Mandate Conversion, is measured through two benchmarks: Mandate (was the instruction signed?) and Reconciliation (can the outcome be traced back to its source?). Contact and Consultation sit within the Response and Qualification layers respectively — measured separately because they answer different management questions, even where a single operating layer is responsible for both.

In short: the Architecture is what Trevisi Connect builds. The eight benchmarks are how its performance is measured.

The operating response

The Trevisi Conversion Architecture™

Set out in full in the Trevisi Connect Authority Document.

The architecture is not a guarantee of conversion. It is a management system intended to make conversion performance observable, controlled and improvable. It can operate around a firm's existing team and systems rather than requiring wholesale replacement of the firm's technology environment. Exact implementation depends on the firm's current processes, systems, channels and professional requirements.

LAYER 01
Capture

Know what entered the firm.

Unified, structured records for relevant inbound enquiries across agreed channels.

LAYER 02
Response

Know how quickly and consistently the firm engages.

A defined response standard, visibility of exceptions, and appropriate human follow-through.

LAYER 03
Qualification

Know what should progress, and why.

Firm-approved qualification and routing criteria that support professional judgment.

LAYER 04
Mandate Conversion

Know what happened after interest was established.

Structured progression, follow-up and outcome recording through signed instruction or known non-conversion.

In a live engagement

How each benchmark is operationalised

The eight benchmarks are defined in the Benchmark 2026. What follows is what Trevisi Connect does against each of them inside a live engagement.

BENCHMARK 01
Capture
Unified, timestamped intake. Relevant inbound enquiries across agreed channels — phone, web form, WhatsApp, referral, walk-in — are recorded in a single structured stream with source identification, so the firm can establish what actually entered the practice.
BENCHMARK 02
Response
As part of engagement onboarding, Trevisi Connect builds a branded first-response capability for the firm — designed to acknowledge enquiries even outside the firm's operating hours. Once built, a human response is targeted within five minutes during the firm's operating hours, or during an agreed after-hours coverage arrangement where one exists. These are Trevisi's operating standards for a live engagement, not claims about current, pre-engagement capability — and not unconditional guarantees, since delivery depends on infrastructure outside Trevisi's control, such as power or connectivity outages.
BENCHMARK 03
Contact
Management objective: Know whether substantive human contact was established. Operating discipline: Record contact attempts, channel, timing and outcome so that management can distinguish successful contact from unreached or unresolved enquiries.
BENCHMARK 04
Qualification
Firm-approved criteria score each enquiry on matter type, urgency, practice-area fit, conflicts and commercial fit, and route it to the appropriate person. The criteria support professional judgment; they do not replace it.
BENCHMARK 05
Consultation
Management objective: Know whether an enquiry progressed through the firm's defined consultation process. Operating discipline: Track consultation booking, attendance, defined next steps and documented progression.
BENCHMARK 06
Follow-up
Management objective: Know what happens when a prospective client does not decide immediately. Operating discipline: Record defined follow-up actions, outstanding questions, decision status and progression through to a known outcome.
BENCHMARK 07
Mandate
Weekly executive reporting records enquiries received, response times, and mandates signed — expressed as mandates signed per 100 enquiries, so the commercial outcome of the operating system is visible on one page.
BENCHMARK 08
Reconciliation
The same weekly brief traces source → enquiry → response → progression → mandate → commercial outcome, so revenue can be attributed to its origin rather than inferred.
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.
Week 5–6
Mandate Conversion & handover
Weekly briefs begin. Qualification scoring is calibrated. The system is yours — we move to oversight only.
Operating philosophy

What Trevisi Connect is not.

The difference is one of emphasis, not of effort. Both approaches can be run well; they answer different management questions.

Traditional emphasis
  • ×Demand generation and enquiry volume
  • ×Clicks, impressions and traffic
  • ×Campaign performance
  • ×The website as a brochure
  • ×Measurement stops at the enquiry
Trevisi emphasis
  • What happens to demand after it arrives
  • Response, progression and mandate visibility
  • Mandates signed per 100 enquiries
  • The website as the highest-intent intake channel
  • Measurement continues to the commercial outcome
The Measurement Standard

How we know what we know.

Every figure we report is traceable to a source or is labelled as Trevisi's own modelling. The diagnostic is a starting estimate — not the invoice.

PRINCIPLE 01

The diagnostic is an estimate, not an audit.

The opening figures apply published conversion research to the inputs you supply, together with Trevisi's own disclosed response-time assumptions. They produce a directional range — Trevisi's own stated estimate range, not a figure derived from external research. 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 fee is fixed before the engagement begins.

Founding client engagements are billed as a fixed monthly retainer, agreed in writing before deployment. The retainer does not vary with case volume, case value, settlement outcome, or billed hours within the engagement term.

PRINCIPLE 03

Attribution is logged for transparency, not for billing.

Every enquiry that reaches your firm through the dedicated intake channel is logged and timestamped, and every mandate signed is matched against that log in the weekly Mandate Conversion brief. This gives you a complete, auditable record of performance — independent of how the engagement is billed.

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.

Security and governance

Built for confidential firms.

Enquiry, conversion and client data is among the most sensitive a firm holds, and the system operates within the Legal Practice Council's Code of Conduct.

POPIA compliant

We process personal information strictly in line with the Protection of Personal Information Act, 2013. A designated Information Officer oversees compliance.

Restricted access

Least-privilege access controls, encryption in transit, and audit logging. Only personnel who need data to deliver your engagement can reach it.

No sharing of firm information

Each firm's data is isolated. We never combine, share or disclose one firm's information with or to any other firm — ever.

Begin with the diagnostic.

Before deployment, we measure. Run the diagnostic to see where your firm's enquiry-to-mandate journey may be losing visibility.