DAYS 1–3001
Prove one useful workflow
Baseline one office's inquiry-to-consultation workflow. Validate CRM, matter-system boundaries and permissions; define service ownership with counsel.
Agreed baseline + working pilot
Connect inquiry ownership, free-consultation scheduling and attorney-approved client updates across Sarasota and Tampa.
Berlin focuses on Florida workers' compensation and offers free case evaluations. The opportunity to test is a consistent intake-to-consultation workflow that carries approved next actions to the right staff member.
Verified practice focus. The firm represents injured workers and operates offices in Sarasota and Tampa.
Commercial model. Berlin advertises free initial reviews and no fee unless it wins. A timely, owned consultation process is a relevant hypothesis; no current CRM failure is established.
Research and assumptions ↓Proposed Dynamics 365 Customer Service inquiry coordination and Microsoft 365 Copilot summaries, with agents under human management and control. Current Dynamics modules are unverified.
| Service stage | Open items | Next action | Signal |
|---|---|---|---|
| Intake manager | 1 | Owner assigned | Active |
| Client service coordinator | 1 | Acknowledgment due | Review |
| Next-step review | 1 | Date agreed | Active |
A fictional general inquiry has not been assigned to the intake team.
Confirm permission and contact preference, then assign a staff response owner.
Inquiries with assigned responders
Human review required. No automated outreach.
Contact preference
Appointment scheduling
Attorney evaluation
Approved service action
Reviewed communication
Start with one team and one useful outcome. Establish a baseline, deliver the pilot and hand ownership to your people.
Baseline one office's inquiry-to-consultation workflow. Validate CRM, matter-system boundaries and permissions; define service ownership with counsel.
Pilot reviewed appointment and client-service summaries. Coach consistent follow-through and measure response and handoff age.
Compare operational results, train an intake leader and hand over the playbook. Preserve attorney-controlled case evaluation and matter management.
Targets follow the baseline. Data access, licensing and feasibility need validation.
I combine revenue leadership, Challenger selling and agents under human management and control to turn account insight into useful action.
I work with a handful of clients, own a focused outcome and leave your team able to sustain it. We establish the operating rhythm, measure progress and hand it over to your people.
15-minute call (free) → Revenue POV (free) → 30-Day Revenue Sprint (fixed fee) → Fractional CRO / Interim VP Sales (from $10K/month).
Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and custom agents under human management and control. We validate the relevant products and existing licenses before proposing implementation.
Start with 15 minutes. If there is a clear fit, agree one focused outcome.
This is a service-workflow proposal, not legal advice or evidence of broken systems. No case-value scoring, injury profiling, deadline calculation or automated case acceptance is proposed. Case documents remain in the authorized matter system.
Proposed Dynamics 365 Customer Service inquiry coordination and Microsoft 365 Copilot summaries, with agents under human management and control. Current Dynamics modules are unverified.
Research reviewed October 16, 2026. Company facts are sourced above. CRM designs are Agilidy hypotheses, not claims of a broken system or promised returns.