Our story
OpenCase didn’t start as a product.
It started as a spreadsheet.
It started as a spreadsheet for tracking cold calls — and grew into a platform for everyone who lives on the phones.
OpenCase began inside a wealth and insurance advisory firm, as a way to make hours on the phone mean more. It started in Excel — logging every dial, then 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 in complexity and was rebuilt as a platform — but the idea is simple: focus on a triangulated, sharper list — the specific prospects the data says are most likely to take a meeting, and the kinds of prospects who become clients and write the biggest checks.
Behind the numbers lie repetitive human tendencies.
Meanwhile, plenty of talented callers were still tracking their dials on legal pads and sticky notes — pouring the same effort into the phones with none of the feedback.
That’s the whole point of 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. Set an annual goal, and OpenCase turns it into a simple, weekly plan to get there.
Analysis — the math behind the phones
This is where four years of spreadsheet tinkering now lives — a suite of views, each answering a different question about your practice, from the best times to dial to a ready-to-run weekly plan built entirely from your own numbers. It’s the part of OpenCase you can’t rebuild in a spreadsheet.