Portfolio overview
Operators can review lead volume, qualification state, delivery status, source coverage, and trend context by site and date range.
Agency operating platform
A lead-intelligence layer built around the handoff, not the chart.
Case Growth Solutions built a private, server-rendered command center over its lead warehouse to review qualification, survey drop-off, delivery failures, campaign attribution, and signed-case feedback while keeping claimant contact fields out of the routine on-screen view.
The challenge
The handoff was part of the brief.
Platform dashboards can show spend and form completions while the real operating failures remain hidden: survey abandonment, needs-review records, CRM delivery errors, missing source identifiers, and signed outcomes that never return to marketing.
ScopeLead warehouse · funnel diagnostics · campaign joins · delivery triage · outcome feedback
Case Growth Solutions put the warehouse and operating definitions first. The interface reads only the fields required for diagnosis, keeps contact details out of client-side payloads, and reconciles acquisition, survey, delivery, and outcome stages on consistent date boundaries.
What Case Growth Solutions built
Survey-funnel diagnostics
Step views, controlled-choice distributions, decline reasons, abandonment, and safe submission errors make the first broken handoff visible.
Campaign-to-lead reconciliation
Stored campaign identifiers can be joined with advertising delivery so spend, lead records, and qualification are reviewed at the same grain.
Signed-case control plane
A separate outcome layer records assignment, status, signing time, audit history, and controlled platform delivery with stable identifiers.
System path
The record follows the inquiry.
- 01Landing-page event
- 02Lead and attribution record
- 03CRM delivery state
- 04Qualification and intake review
- 05Signed-case outcome
- 06Controlled feedback to reporting or platforms
Operating safeguards
Reliability is visible in the failure states.
- The dashboard uses a read-only database role for normal reporting
- Email and phone are excluded from the routine on-screen lead view; permissioned contact export is handled separately
- Production access fails closed when authentication is missing
- Outcome delivery uses stable identifiers and idempotent records
- Tokens, case narratives, and raw provider responses stay out of logs and analytics
Implementation record
- Lead Intel application and operating README
- Lead and event warehouse schema
- Signed-case attribution execution plan and runbook
- Outcome, reconciliation, and delivery-worker modules
Technology
Publication boundary
What this record does, and does not, claim.
Build a growth system your firm can actually measure.
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