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Works with Talkdesk, CallRail, Dialpad, Otter.ai exports, and manually typed summaries. Even rough call notes work.
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Analyzing transcript against intake milestones...
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Milestone Compliance Report
Coaching Notes
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About This Tool

Why Call Reviews Without
a Compliance Framework Don't Work

Most law firm managers who review calls do it subjectively. They listen, they react to what bothered them, and they give feedback that's inconsistent from week to week and rep to rep. The rep who happened to miss a greeting gets coached differently than the rep who missed three qualification questions — because there's no framework.

A compliance checklist solves this. When every call is measured against the same set of milestones — opening, empathy, qualification, urgency, close — you get data that's comparable across reps, across weeks, and across time. You can see trends. You can see if coaching is working. You can see which milestones get missed at the highest rate across the whole team.

This tool does that analysis automatically. Paste a transcript, select your milestones, and get a structured compliance report in seconds. It's not a replacement for listening to calls — but it tells you what to listen for.

Consistent Scoring

Every call scored against the same milestones means performance data you can actually compare across reps and over time.

Specific Coaching

Not just "you missed this" — but why it matters and what good looks like. Feedback reps can actually act on.

Works Any Format

AI-powered analysis handles transcripts from any source — CallRail, Dialpad, Otter.ai, typed notes, or raw copy-paste.

Customizable

Check only the milestones that matter for your firm's SOP. Add or remove checkpoints to match your process.