Automations
9 of 10 automations live, working your base around the clock.
Average success rate
55%
Time saved
133 hrs / month
Revenue influenced (30d)
£224,300
Automations failing
2
Speed-to-Lead assignment & escalation
LiveHealthyInstantly route new enquiries and escalate if not contacted in SLA.
Success rate
94%
Trigger
New enquiry created
Conditions
Not contacted in 15 min
Actions
Assign owner → SMS/email → escalate to intake manager
Runs (30d)
1,420
Failures
12
Time saved
38 hrs
Revenue influenced
£62,000
Owner: Daniel Reeve · Last run 2m ago
Consult booking & reminders
LiveHealthySend booking link and automated reminders before consultations.
Success rate
88%
Trigger
Lead qualified
Conditions
No consult booked
Actions
Send booking link → 24h & 1h reminders
Runs (30d)
980
Failures
21
Time saved
22 hrs
Revenue influenced
£41,000
Owner: Amira Hassan · Last run 18m ago
No-show recovery
LiveWatchDetect no-shows and trigger rebooking.
Success rate
63%
Trigger
Consult marked no-show
Conditions
None
Actions
Create rebook task → send rebook link
Runs (30d)
210
Failures
44
Time saved
6 hrs
Revenue influenced
£12,800
Owner: Priya Shah · Last run 1h ago
Quote follow-up sequence
LiveWatchNurture unconverted quotes over 14 days.
Success rate
71%
Trigger
Quote sent
Conditions
No instruction in 7 days
Actions
Day 3 email → Day 7 call task → Day 14 offer
Runs (30d)
640
Failures
38
Time saved
14 hrs
Revenue influenced
£28,400
Owner: Tom Whitfield · Last run 34m ago
Instruction pack + ID & AML checklist
LiveHealthyFire client onboarding pack on instruction.
Success rate
97%
Trigger
Marked instructed
Conditions
None
Actions
Send pack → create ID & AML checklist → notify fee earner
Runs (30d)
380
Failures
3
Time saved
9 hrs
Revenue influenced
£8,600
Owner: Tom Whitfield · Last run 3h ago
Annual legal check-in
LiveFailingYearly touchpoint to surface new needs.
Success rate
22%
Trigger
12 months since last matter
Conditions
Consent: marketing
Actions
Send check-in email → create review task
Runs (30d)
2,100
Failures
61
Time saved
12 hrs
Revenue influenced
£18,200
Owner: Grace Okafor · Last run Yesterday
Conveyancing reactivation
LiveFailingRe-engage clients who moved 3–5 years ago.
Success rate
15%
Trigger
Segment membership
Conditions
Completed 3–5 yrs ago
Actions
Send remortgage/will nudge → task if opened
Runs (30d)
1,800
Failures
48
Time saved
10 hrs
Revenue influenced
£22,600
Owner: Sophie Bennett · Last run Yesterday
Probate → Lifetime Planning cross-sell
LiveWatchOffer estate planning after probate completes.
Success rate
34%
Trigger
Probate matter closed
Conditions
No LPA/will on file
Actions
Send cross-sell email → create fee earner task
Runs (30d)
420
Failures
19
Time saved
7 hrs
Revenue influenced
£15,400
Owner: Grace Okafor · Last run 2 days ago
Review → Referral request
LiveWatchTurn 5-star reviews into referral requests.
Success rate
26%
Trigger
5-star review received
Conditions
None
Actions
Thank you → referral request → create referral record
Runs (30d)
160
Failures
9
Time saved
3 hrs
Revenue influenced
£9,200
Owner: Sophie Bennett · Last run Today
Website intent trigger
PausedWatchAlert owner when a known contact visits key pages.
Success rate
41%
Trigger
Known contact visits key page
Conditions
Pricing/service page
Actions
Notify owner → create warm task
Runs (30d)
90
Failures
6
Time saved
2 hrs
Revenue influenced
£6,100
Owner: Sophie Bennett · Last run 5h ago