This was a two-day session (April 7-8, 2026) that started with a brand guide conflict audit in Sam's Projects folder and evolved into building a comprehensive employee productivity, financial reporting, and analytics infrastructure for Sam Aguiar Injury Lawyers. The session produced an interactive HTML dashboard connected to live Litify/Salesforce data, a detailed .docx analysis report, native Salesforce reports and dashboards, communication proficiency rankings, a referral pipeline audit, and deep-dive analyses on individual attorney performance, post-sign attrition, and $0-fee resolutions.
The original goal was to check for brand guide version conflicts. Once that was handled (and blocked by folder access), Sam pivoted to building real analytics from Litify data. The session grew organically from there: each data pull revealed new questions, which led to new analyses, which led to new reporting needs. By the end, the session had produced a full reporting infrastructure blueprint for the firm.
Note: An earlier Notion entry titled "Employee Productivity Dashboard + Litify Data Deep Dive (2026-04-07)" covers only Day 1. This entry supersedes it with the complete two-day scope.
Scanned ~/Projects folder for brand guides and found them scattered across 5+ locations with version conflicts. Discovered a "sad-gagarin" Cowork session mirror duplicating approximately 30 files. The Brand Guidelines .docx existed in 4 versions across 3 locations (Adspire folder, Marketing_project x2, brand-assets). Brand notes had the same content in 4+ places with content drift between them. Brand voice skill files existed in 5+ versions across Skills_Library, Adspire, and Website_project folders.
Deletion and consolidation tasks were created but are waiting on folder access approval from Sam. The sad-gagarin mirror folder also needs deletion.
Current state: Blocked. Needs folder access granted to proceed with cleanup.
Built an interactive HTML dashboard pulling REAL data from Litify via the Salesforce API. This is not sample data; every number comes from live queries against the production Salesforce org.
Connected to Salesforce using client_credentials OAuth flow. Instance: https://samaguiarinjurylawyers2.my.salesforce.com/. Connected App: SamAguiar_AI_Integration. Sam added the http://localhost:1717/OauthRedirect callback URL and enabled Client Credentials flow with a Run As user during this session.
Overview Tab: 1,106 open cases, 12 attorneys displayed. High-level firm snapshot.
Activity Volume Tab: 30-day rolling real numbers pulled from 4 data sources: SMS Magic (smagicinteract__smsMagic__c), RingCentral (SAIL_Call_Log__c), EmailMessage, and case notes (litify_pm__lit_Note__c). Dialpad (Dialpad__Call_Log__c) is legacy and shows zero in 30-day views since the firm fully migrated to RingCentral.
Case Velocity Tab: Pre-litigation average of 205 days, median 159 days. These numbers exclude litigation-stage cases to avoid skewing.
Revenue/Fees Tab: $22.4M gross fees, up 30% year-over-year ($22.4M vs $17.2M prior year). Key decision: fees are revenue, not settlements. Fees lead this tab.
Intake Funnel Tab: Auto accident case leads only (per Sam's decision). Showed 59.9% conversion rate, which was then corrected to use the lock-on rate formula: MVA signed / (MVA signed + MVA lost). Target: 95%. Concerning threshold: below 92%.