synapseforge.app Sample Report · Simulated Data for Portfolio Demonstration
Synapse Forge
Monthly Care Report Care Plan · Month 2 · August 2026 (simulated)
Whitfield & Marsh LLP
Columbus, OH · 9 Attorneys · Employment Law · System live 2 months
Documents Drafted
47
Sent to attorney review queue by Document Production Engine
Intakes Captured & Routed
63
Inquiries collected, qualified, and assigned by Intake & Routing
Meetings Summarized
41
Calls and hearings transcribed and filed by Meeting Intelligence
Follow-Ups Chased
128
Reminders, deadline nudges, and client check-ins sent automatically
Document Production Engine 47 docs × 45 min avg saved = 2,115 min 35.25 hrs
Intake & Routing 63 intakes × 12 min avg saved = 756 min 12.60 hrs
Meeting Intelligence 41 meetings × 15 min avg saved = 615 min 10.25 hrs
Follow-Through Engine 128 follow-ups × 4 min avg saved = 512 min 8.53 hrs
Estimated total time returned
Sum: 2,115 + 756 + 615 + 512 = 3,998 min / 60 = 66.6 hrs. Valued at $85/hr loaded admin rate (your estimate, not billed by Synapse Forge). These are directional estimates, not audited figures.
66.6 hrs
~$5,661 estimated value
Module Status Uptime Jobs Run Review Gate Notes
Document Production Engine Healthy 100% 47 100% of client-facing drafts reviewed before send. 6 of 47 edited by attorneys. All 6 edits fed back into template logic. Average review time per draft: 9 minutes, versus the 40-plus the firm reports it spent re-verifying its old chatbot drafts. No errors this month
Intake & Routing Healthy 100% 63 Attorney confirms assignment before any case file is opened. 2 re-routes this month (conflict check triggered). 1 field mapping fix shipped (see Changes)
Meeting Intelligence Healthy 99.1% 41 Summaries routed to assigned attorney for approval before filing. 3 summaries annotated with corrections; annotations archived. Brief outage Aug 7, 53 min; no jobs lost
Follow-Through Engine Healthy 100% 128 Attorney sets and can override any follow-up schedule. 0 messages sent outside approved windows. Calendly reschedule handling added (see Changes)

Hours This Month

3.5 hrs used 4.0 hrs included
Hours included in Care Plan 4.0 hrs
Hours used this month 3.5 hrs
Hours remaining (expires Aug 31) 0.5 hrs
Overage hours this month 0
Overage rate: $125/hr, billed only with prior written approval. We will always ask before going over. Hours do not roll over month to month.

Where the 3.5 Hours Went

RIF severance template build 1.25 hrs
Intake field mapping fix and verification 0.75 hrs
Calendly reschedule logic and testing 0.75 hrs
Outage investigation and provider health monitor 0.50 hrs
Monthly review call (Aug 14) 0.25 hrs
Total 3.50 hrs
  1. 1

    Document Production: NLRA response letter template

    In August, 11 of the 47 documents drafted were charge-response letters to the NLRB or EEOC. Each required significant manual attorney setup before the engine could scaffold them. We propose adding a dedicated NLRA response template with variable blocks for charge allegations, position statement structure, and exhibit list. Estimate: 1.5 care hours. Will scope with your team on the Sept 14 call before starting.

    Observed pattern: 23% of August drafts were charge-response letters
  2. 2

    Intake routing: add "Wage & Hour Class Action" as a distinct intake type

    Eight of the 63 August intakes were wage-and-hour matters that the routing logic binned under the generic "Employment Dispute" category, delaying proper attorney assignment by an average of 4 hours. A dedicated intake type with its own routing rule (route to the two partners who handle class work) will close that gap. Estimate: 0.5 care hours.

    Observed pattern: 13% of intakes were mis-categorized wage-and-hour matters
  3. 3

    Follow-Through Engine: 30-day post-close client satisfaction check

    Several attorneys mentioned that they would like a brief check-in message sent to clients 30 days after a matter closes, asking if they have follow-on questions and reminding them of the firm's referral program. We will build a configurable close-trigger sequence that fires when a matter status moves to "Closed" in Clio. Estimate: 0.75 care hours.

    Observed pattern: 0 automated post-close touches currently sent