Our story
OpenCase didn’t start as a product.
It started as a spreadsheet.
Built by an advisor who lives on the phones, for the advisors who live there too.
A few years ago, a fourth-year associate at Lenox Advisors wanted his hours on the phone to mean more. So he opened Excel and started logging every dial — then began building tables on top of it: which industries booked the most meetings per dial, which times of day turned the most calls into intros.
Over four years that spreadsheet grew into something elaborate. And the longer he kept it, the clearer one thing became — this business is numbers-driven and repetitive. The same actions, measured carefully, produce results you can predict and then improve.
“This side of the business is numbers-driven — behind the numbers lie repetitive human tendencies.”
Meanwhile, he watched talented peers track their dials on legal pads and sticky notes — pouring the same effort into the phones with none of the feedback. The spreadsheet had become too useful to keep to himself, so he rebuilt it as a platform.
Today he focuses on a far smaller, sharper list than he used to: the specific prospects his own data says are most likely to take a meeting, and the kinds of prospects who go on to become clients — and write the biggest checks. That’s the whole idea behind OpenCase. Do the repetitive work, measure it honestly, and let the numbers tell you where to point the next call.
What it does
From every dial to who you call next
It all rests on two simple habits: log every dial and its outcome, and move every booked meeting through your pipeline to a closed client. Everything below is built from those two streams of data.
Dial Totals — your whole history, at a glance
Every dial you log rolls up here. See your lifetime numbers — dials, contacts, meetings booked, cases — alongside a month-by-month breakdown of your activity and results. It’s the scoreboard that turns a year of phone calls into something you can actually read, and watch trend over time.
RM Performance — know who closes, and what it takes
When you book a meeting, you hand it to a Lead RM. This page shows you, RM by RM, what happens next: how many of your meetings they keep, how many turn into clients, and the financials behind them — so you learn which Lead RMs are the strongest closers for the meetings you send.
Then set an annual goal, and OpenCase works backwards from your own history. For each RM it spells out the booked meetings per week, the dials per week, and the number of clients you’d need to hit that number — turning a dollar target into a concrete weekly dialing plan.
Analysis — the math behind the phones
This is where four years of spreadsheet tinkering now lives. Five views, each answering a different question about your practice:
Ranks your dialing windows by how efficiently they lead to a booked meeting — your dials per 15 booked meetings — with a time-of-day × day-of-week heatmap so your strongest hours jump off the page.
Once you’ve booked, when should the meeting actually be? This ranks meeting slots by Keep % — how often an intro in that slot actually happens — excluding reschedules and placeholders, so you set meetings at the times they’re most likely to hold.
Your best hour for a first dial isn’t always your best hour for a fourth. For each attempt number, this shows which times of day convert — looking only at the prospects who didn’t pick up on earlier tries.
How long should you wait before calling back? This measures how the gap between attempts changes whether a follow-up converts — and surfaces a Due Now list of exactly which prospects to call next.
Finally, it folds all of the above into a repeatable Monday–Friday schedule, sized to your goal — telling you who to dial and when, each day, and letting you drop each block straight onto your calendar.