PLATFORM PREVIEW — SAMPLE DATA · This is the owner's view of the NoahX platform that runs this business. Visitors never see this page.
The managing partner's view
While the site talks to clients, this is what the firm sees.
Every chat, instant estimate, booking, and tracked call lands here — qualified, tagged, and followed up automatically. This preview uses sample data.
Business metrics overview
Consult requests · July
34
▲ 24% vs June
Consult → engagement
71%
PREPARED PARTNERS CLOSE
Avg first response
29s
AI ANSWERS INSTANTLY
Pipeline value
$118k
9 MATTERS IN INTAKE
Consult requests by week LAST 8 WEEKS
SOURCES: FEE ESTIMATOR 34% · CHAT 26% · BOOKING FORM 25% · TRACKED CALLS 15%
Live lead queue QUALIFIED BY AI
DEADLINE
Served Tuesday · answer date calculated
Said “deadline” on call · Vale returned within the hour
Said “deadline” on call · Vale returned within the hour
DEADLINE
Probate hearing docketed · Tarrant Cty
Documents requested via secure upload · roadmap drafted
Documents requested via secure upload · roadmap drafted
WARM
Trust-based estate plan · Southlake
Estimator $1,800–3,200 · couple, blended family · Thu 4:30
Estimator $1,800–3,200 · couple, blended family · Thu 4:30
WARM
Two-partner LLC · Arlington
Chat at 11pm → consult booked · operating agreement scoped
Chat at 11pm → consult booked · operating agreement scoped
INTAKE
Engagement letter out · contract review
$800 flat quoted · awaiting signature (day 2 of 5)
$800 flat quoted · awaiting signature (day 2 of 5)
Call tracking PER-CHANNEL NUMBERS
| TIME | CHANNEL | DURATION | OUTCOME |
|---|---|---|---|
| 8:41 AM | Website | 3:05 | Consult booked — probate |
| 10:22 AM | Google Business | 1:52 | Fit call scheduled — family law |
| 12:14 PM | Website | 0:47 | Fee question → chat handoff |
| 2:58 PM | Referral | 5:31 | Deadline flag → partner callback queued |
| 5:12 PM | Google Business | 0:38 | Missed → auto text-back sent |
Automation feed SMS + EMAIL
◴Deadline-flagged call → Vale callback within the hour (SLA met)
✉Engagement-letter reminder → contract review client (day 2)
★Review request → concluded probate matter (5★ received)
✓Consult prep pack → Ostrander (estate, Thu 4:30) — summary + documents
◴Missed-call text-back → (817) 555-01×× in 26 seconds
⚠Five-year estate-plan checkups due → 12 past clients queued for letters
Sequences run themselves; the owner just watches the board. Client-side, this connects to the NoahX customer portal.
This dashboard ships with every NoahX Smart Website.
The site out front captures and qualifies. This view runs the business. One subscription, from $99/mo.