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Lineage Legal
Legacy by Intention
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Active roster
Kane Ochoco — Client Service Coordinator — Ext. 102
Kevin Ochoco — Client Service Coordinator — Ext. 103
Amber Gonska — Attorney / Owner — Ext. 101
After-hours — not active yet
Coverage status
KaKane:
KeKevin:
Answered today
Missed today
Calls to Log
In Follow-Up
Answered calls — log what happened0
Caller Type LM Routing Time in Call Handled Notes Handled By Save
Loading answered calls...
Missed today
Voicemails
In Follow-Up
Missed calls — callback required within 1 hour0
Caller Type LM Routing Time in Timer Call Handled Notes Handled By Action
No missed calls — great!
Voicemails — call back + email if no answer0
Caller Type LM Routing Received Timer Call Handled Notes Handled By Action
No voicemails
Due today
Upcoming
Closed this week
Total active
Due today — action required0
No follow-ups due today
Upcoming — Day 2, 3 & 70
No upcoming follow-ups
Closed — reached or no response0
No closed follow-ups yet
Today
Answered Today
Missed / VM Today
Calls to Log
Calls Handled Today
This Week
Total Calls
Answered
Missed / VM
Calls Handled
Weekly Performance — Business Hours Only
Answer Rate
No data yet
Callback Within 1hr Rate
No data yet
Logged by 5:30 PM
No data yet
Calls Handled %
Call outcomes — this week
OutcomeCountSignal
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Answered today
Missed today
Calls to Log
In Follow-Up
Answered calls — log what happened0
Caller Type LM Routing Time in Call Handled Notes Handled By Save
Loading answered calls...
Missed today
Voicemails
In Follow-Up
Missed calls — callback required within 1 hour0
Caller Type LM Routing Time in Timer Call Handled Notes Handled By Action
No missed calls — great!
Voicemails — call back + email if no answer0
Caller Type LM Routing Received Timer Call Handled Notes Handled By Action
No voicemails
Due today
Upcoming
Closed this week
Total active
Due today — action required0
No follow-ups due today
Upcoming — Day 2, 3 & 70
No upcoming follow-ups
Closed — reached or no response0
No closed follow-ups yet
Today
Answered Today
Missed / VM Today
Calls to Log
Calls Handled Today
This Week
Total Calls
Answered
Missed / VM
Calls Handled
Weekly Performance — Business Hours Only
Answer Rate
No data yet
Callback Within 1hr Rate
No data yet
Logged by 5:30 PM
No data yet
Calls Handled %
Call outcomes — this week
OutcomeCountSignal
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Management view — Heather Gonska & Amber Gonska
Full operation visibility. Escalation alerts → heather@lineagelegal.com. Weekly KPI summary → heather@ & amber@ every Friday at noon.
SHOWING: Today + unresolved carryover
Total escalated
Kane escalations
Kevin escalations
VMs unresolved
Not in LM flags
Most overdue open calls — 3+ hours unresolved0
CallerTypeLMRoutingHandlerOverdueFollow-up status
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Unresolved voicemails0
CallerLMRoutingVM receivedHandlerOverdueFollow-up
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Kane Ochoco — Client Service Coordinator — Ext. 102
Full queue visibility. You can log or correct any call here.
Active
Grace / Late
Alerts
Satisfied today
Voicemails
Pending callback — within 1 hour0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
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Needs attention / Overdue — 1 to 3 hours0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
None in grace period
Leadership alert — 3+ hours / Overnight past 9 AM0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
No alerts
Satisfied today0
CallerTypeRoutingCallbackSLA metLM follow-up
No satisfied calls yet today
Kane's voicemail queue0Shared VM Ext.201
CallerLMRouting pathVM receivedBiz openOverdueLM follow-up
No voicemails
Kevin Ochoco — Client Service Coordinator — Ext. 103
Full queue visibility. You can log or correct any call here.
Active
Grace / Late
Alerts
Satisfied today
Voicemails
Pending callback — within 1 hour0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
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Needs attention / Overdue — 1 to 3 hours0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
None in grace period
Leadership alert — 3+ hours / Overnight past 9 AM0
CallerTypeLMRoutingTime inTimerLM follow-upCall Handled + NotesSave
No alerts
Satisfied today0
CallerTypeRoutingCallbackSLA metLM follow-up
No satisfied calls yet today
Kevin's voicemail queue0
CallerLMRouting pathReceived atElapsedStatusLM follow-up
No voicemails
Total open
Kane open
Kevin open
Transferred
Hit shared VM
All open items — full team0
CallerTypeLMRouting pathHandlerTimerStatus
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Answered by Kane
56%
Rolled to Kevin
25%
Hit shared VM
19%
Total rollovers
14
Rollover breakdown — this week
Routing pathCount%Operational signal
Kane Ext.102 answered directly1856%Ideal — primary handling
Kane→Kevin Ext.103 answered825%Backup in use — monitor
Kane→Kevin→Shared VM Ext.20139%Both unavailable
Kane→Shared VM Ext.201 only39%Kevin also unavailable
Rollover by day of week
DayTotal callsTo KevinTo shared VMSignal
Monday1242High rollover — volume spike
Tuesday820Moderate — normal
Wednesday711Low rollover
Thursday510Low rollover
Friday401VM after noon close
Staffing signal — week over week
WeekVM rateRollover rateRecommendation
This week19%34%Monday spike — review coverage
Last week8%24%Trending up — watch closely
2 weeks ago5%18%Baseline — target range
Team calls
47
Team SLA rate
77%
Avg callback
46m
Not in LM flags
8
Conversions
13
Side by side — Kane Ochoco vs Kevin Ochoco
MetricKaneKevinSignal
Calls handled2621Kane primary
Within 1-hr SLA73%81%Kane below target
Grace period 1–3h15%14%Both similar
Escalated past 3h12%5%Kane — coaching needed
Avg callback time51m38mKevin on target
Prospect conversion37%40%Both strong
Not in LM flags53CRM hygiene review
Shared VM resolved AM4 of 53 of 3Kane 1 outstanding
Weekly KPI summary — sent Friday noon to heather@ and amber@
MetricThis weekLast weekTrend
Total calls4741Volume growing
Team SLA rate77%82%Slight dip — monitor
Shared VM rate19%8%Trending up — review
Conversions1311Improving
Not in LM flags85CRM hygiene needed