1. The spine: one sentence routes the whole firm
The recorded greeting on the main number offers exactly two things. Transcribed verbatim from 2,016 recordings:
"Thank you for calling Newlin Disability. If you are a first time caller and would like a free evaluation of your Social Security disability claim, please press 1. For all other inquiries, please press 0 and an operator will assist you."
Every existing client in the firm is verbally instructed to press 0. They do: 69% of everyone who calls lands in a queue staffed by two people. Keys 2 through 9 and # are unassigned, so a caller with a hearing date question hears nothing that describes them.
Every figure here is scoped to the 3,873 calls entering the Auto Attendant, not to the firm as a whole, so the three outcomes add up to the entry volume: 1,233 ended with a person, 1,106 ended in voicemail, 1,534 gave up. Total 3,873. A further 751 reached a person at some point and still ended in voicemail or abandoned, which is why "reached a person at any point" is 1,984, or 51.2%, and is higher than the 1,233 who ended with one.
The operator is not the bottleneck. The transfer targets are. Whitley DeSmith answered 1,944 calls in thirteen days at a 48 second average. She is a human switchboard, not a case worker. 40% of what she picks up still ends in a mailbox because the groups she forwards into ring for five seconds and drop to a voicemail box that emails and deletes.
Scope note. That 1,944 is Whitley alone, across every route into the firm. Figure 1 shows 1,923 for Whitley and Teresa together, counting only calls that arrived through the Auto Attendant. The two numbers are close by coincidence and are not the same measure.
2. What people are actually calling about
The 2,016 operator calls that carry transcripts, classified against a fixed taxonomy on the caller's first stated reason. A reason was stated on 1,720 of them.
| Reason they pressed 0 | Calls | Share | Ends in voicemail | A menu could route it |
|---|---|---|---|---|
| Third party: doctor office, records vendor, another firm | 328 | 16.3% | 23% | 58% |
| Case status | 255 | 12.6% | 36% | 73% |
| Agency: SSA, DDS, a judge, a court | 235 | 11.7% | 47% | 31% |
| Asking for a named person | 168 | 8.3% | 77% | 39% |
| Reason never stated | 164 | 8.1% | 8% | n/a |
| Medical records and forms | 158 | 7.8% | 22% | 82% |
| Returning our call | 135 | 6.7% | 61% | 1% |
| Never reached anyone, gave up on hold | 132 | 6.5% | 16% | n/a |
| Address, phone or detail update | 119 | 5.9% | 25% | 50% |
| Decision or appeal | 119 | 5.9% | 40% | 92% |
| Hearing | 75 | 3.7% | 44% | 88% |
| Payment and benefits | 67 | 3.3% | 51% | 93% |
| New claim, pressed 0 instead of 1 | 51 | 2.5% | 69% | 92% |
| Other | 10 | 0.5% | 20% | 10% |
| Total classified | 2,016 | 100% | 58% of stated reasons |
A third of the operator's day is not clients
563 of 1,720 stated-reason calls are doctors' offices, records companies, DDS examiners, SSA staff and judges. At 8am it is 61%. There is no menu option for any of them, and it is the largest single divertible block in the system.
Calls a menu could have routed without a person deciding
58% of stated-reason calls, scaled across the 2,673 that press 0. Treat this as an estimate. It is a model judgment and the only soft number on this page.
The three worst outcomes, ranked by harm rather than volume.
Asking for a named person: 77% end in voicemail. The caller already knows exactly who they need. The system finds that extension and mails them anyway.
New claim callers who press 0: 69% end in voicemail. These are prospective clients. The ones who follow instructions and press 1 land in ext 5011, which answers zero percent. New business fails on both routes.
Returning our call: 61% end in voicemail. The firm rang them, they rang back, and most reach a mailbox. Only 1% of these are menu routable because the caller does not know who called them, so the fix is the outbound voicemail script naming the team and the key to press.
3. The one path that works
Client Concierge on ext 6518 is dialled directly. It skips the greeting, skips the menu and skips the operator, landing straight on a team of eight. It is the best performing entry point in the entire estate by a wide margin.
4. Entry points that answer nobody
Every row below is a live number or extension a client can reach today.
| Entry | What it is | Calls | Reached a person | Voicemail |
|---|---|---|---|---|
| 5011 | Intake, the destination of menu key 1 | 220 | 0% | 99% |
| 65181 | Concierge voicemail, the VR named "DO NOT TOUCH" | 253 | 19% | 100% |
| 6529 | Decision Support supervisors, dialled directly | 171 | 0% | 100% |
| 812-232-9599 | Rings groups 6526, 6528, 6529. Every leg Missed or Blocked at zero seconds | 82 | 0% | 0% |
| 400001 | Operator voicemail receptionist | 81 | 0% | 100% |
| 812-231-6144 | A named person's direct line. Rings 31 seconds, then mails, every time | 66 | 0% | 100% |
| 812-231-6151 | Direct line | 60 | 0% | 100% |
| 812-231-6165 | Direct line | 44 | 0% | 100% |
| 812-231-6184 | Direct line | 43 | 9% | 88% |
And when a message is left, it is usually the end of the road
2,970 calls ended in a mailbox, from 1,638 people. A callback was counted as any outbound call to that number afterwards, across both Vonage and the Conduit dialer on Twilio, with 110,762 Twilio calls scanned. That is a generous test.
| Mailbox | Voicemails | Vonage | Conduit | Either, within 24h |
|---|---|---|---|---|
| Auto Attendant voicemail | 779 | 35% | 5% | 38% |
| Client Concierge 6518 | 269 | 30% | 1% | 30% |
| Operator Queue 5000 | 243 | 28% | 4% | 30% |
| Intake Overflow 5011 | 226 | 29% | 32% | 50% |
| Decision Support supervisors 6529 | 171 | 31% | 0% | 31% |
| All voicemails, within 72 hours | 2,970 | 40.3% | 6.3% | 44.0% |
1,662 voicemails, 56%, received no callback on either system within three days.
Intake works its messages through Conduit, which roughly doubles their rate and is invisible to Vonage reporting. The PreHearing teams show no Conduit activity at all, so their figures stand as measured. The worst cut is the 1,015 calls where the client reached a person, was transferred, and hit a mailbox anyway: only 39% of those were called back within 24 hours.
Callback rate by individual extension ranges from 68% down to 6%, across people using the same tools in the same building. That gap is the single most actionable finding here.
5. What else is in the garage
Pulled from the Vonage account inventory (259 extensions, 257 users) and cross referenced against thirteen days of traffic. The provisioning API exposes account, users, extensions and locations only. Call groups, queues and receptionists are portal objects and cannot be read programmatically, which is itself a finding: the routing layer has no API and therefore no automated audit.
Extensions with no user assigned
Several sit inside live call groups, where they consume a ring slot and answer nothing.
Real people with Do Not Disturb on
Every one of them logged zero inbound legs in thirteen days. DND is why.
People with no handset registered
Physically cannot ring. Includes the PI After Hours forwarding extension.
Numbers that received zero calls
DIDs assigned to extensions that nobody dialled in thirteen days. They still bill.
People who answered any inbound call
Of whom one handles 42% of everything answered.
Traffic that is not inbound demand
785 dialer bridge legs from Newlin's own caller ID, plus 486 on two fax and records lines. Counting these would have flattered the answer rate.
Two things hiding in plain sight
The account is still named "Fleschner Law", and the second busiest receptionist is
still "Fleschner Main VR", carrying 506 calls across 812-232-2000 and 800-618-4878. A quarter of that
traffic, 127 legs, goes to extension 9000, which has no name anywhere in the CDR or the
inventory. Its neighbour 9002 is "PI After Hours - Capture Now Forward".
The hold audio is a radio stream. Transcripts of held calls contain news bulletins and speech. It is polluting the transcript corpus and may be affecting QA scores.
6. Where calls enter, and the doors nobody opens
Reconciled from the portal exports for phone numbers, extensions, users, call groups, call queues and receptionists, against thirteen days of traffic.
Numbers on the account
317 in use, 144 available and attached to nothing, 1 pending. 125 of the idle ones are a single 812-990 block.
Fax lines, now confirmed
812-231-1886, 1881, 1880 and 812-235-1217 carry real volume. Ten fax numbers took 551 legs. They are not failed voice calls and must be excluded from any answer rate.
Every team already has a direct number. Nobody publishes them.
This is the most important row in the audit. The direct-to-team routing described in section 8 does not need to be built. It exists, it is staffed, and it is dark.
| Team | Direct number | Calls in 13 days |
|---|---|---|
5015 IA Dept | (812) 232-2734 | 0 |
5044 Post Hearing | (812) 234-1652 | 0 |
5045 PI Group Queue | (812) 235-6011 | 0 |
9000 Operator SS Queue | (812) 231-0445 | 0 |
5042 Hearing CMs | (812) 232-1585 | 1 |
5000 Operator Queue | (812) 231-0492 | 1 |
5005 Intake | (855) 232-2001 | 2 |
6522 Case Status Team | (812) 232-3246 | 7 |
6518 Client Concierge | 59 numbers | 915, at 76% answered |
Client Concierge is not better designed. It is the only one anyone publishes. Of its 62 assigned numbers, five have ever taken a call.
The number we put on the client's phone does not lead back to us
Outbound caller ID is set per extension, and the CDR records the originating extension rather than the number presented, so this is the extension inventory joined to outbound call volume. 17,930 outbound calls with a resolvable caller ID.
| What the client sees | Calls | Share | What that number is |
|---|---|---|---|
| 812-232-9595 | 7,499 | 41.8% | The Auto Attendant menu |
| 812-234-9469 | 3,179 | 17.7% | Client Concierge Queue |
| 812-232-9599 | 1,561 | 8.7% | Decision Support group |
| 812-232-3246 | 1,244 | 6.9% | Case Status group |
| The caller's own direct line | 4,285 | 23.9% | rings the person who called |
76.1% of outbound calls present a shared number. A client rung by a case worker who dials the number back lands in a phone menu, not on the person who called them.
And almost nobody rings the shared numbers back
| Number presented | Outbound calls | People rung | Rang back in 72h | Reached a person |
|---|---|---|---|---|
| 812-232-9595 menu | 7,499 | 3,745 | 537 | 38.2% |
| 812-234-9469 Concierge | 3,179 | 1,272 | 6 | 0% |
| 812-232-9599 Dec Support | 1,561 | 1,061 | 50 | 0% |
| 812-232-3246 Case Status | 1,244 | 549 | 5 | 0% |
5,984 outbound calls presented those three team numbers this fortnight and produced 61 callbacks between them. Clients are not declining to call back in general: 537 rang the main number back over the same period. Whatever else is true, these three are not functioning as return paths.
And the 537 who rang the main number back reached a person only 38.2% of the time, with 55.5% giving up, worse than that number's own average. They were asked to navigate a menu to get back to somebody who had just called them.
The two that point at call groups answer nothing. The one that points at a queue is fine.
Calls where the caller withheld their number are rejected by an account-wide anti-spam setting
and show as Blocked. Excluding those, here is what the three numbers actually did
between 1 June and 14 August:
| Number | Routes to | Identifiable callers | In business hours | Answered |
|---|---|---|---|---|
| 812-232-9599 | call group 6526 | 414 | 318 | 0 |
| 812-232-3246 | call group 6522 | 40 | 30 | 0 |
| 812-234-9469 | call queue 6518 | 10 | 8 | 0 |
454 identifiable calls to the two group-backed numbers and not one was answered. Both route into nested blast groups that ring for five seconds. It is the same failure described in section 5, arrived at from a different direction.
The queue-backed number is a different case, and an earlier draft of this document overstated it. 812-234-9469 took only 10 identifiable calls in ten weeks, far too few to judge. A live test on 14 August dialled it and entered the Client Concierge queue normally, holding behind one other caller with five agents logged in.
What that leaves is a genuine question rather than a fault: 3,179 outbound calls presented that number and 10 people rang it back. Either clients do not see it, or they ring the main number because that is the one they recognise.
The firm does publish these numbers to clients in writing. A CasePulse portal message sent on 13 August, opened by the client three minutes later:
"Hello [client], this is Newlin Disability. We need to speak with you regarding your Disability case. Please call us at (812) 234 - 9469. Thank you."
That particular number answers. The same template sent by a Case Status or Decision Support specialist would name 812-232-3246 or 812-232-9599, neither of which has connected a call in ten weeks.
Anonymous callers are rejected account-wide
1,292 inbound legs over ten weeks, 0.7% of the total, from 123 distinct callers across 56 different numbers including the main line, were rejected because the caller withheld their number. That is a defensible anti-spam setting. It is worth being a decision rather than an inherited default, since some clients call from hospitals, shelters and switchboards that withhold by default.
54 staff have no direct number at all
All 32 Client Concierge extensions, all 14 Case Status and all 8 Decision Support share one of those three numbers and have no line of their own. For those teams a shared number is the right thing to show a client, because the client should reach the team rather than one person. It only needs to work.
Which teams this affects
| Caller ID the client sees | Staff | Return calls | Reached a person |
|---|---|---|---|
| (812) 232-9595 Auto Attendant | 138 | 3,419 | 52% |
| (812) 234-9469 Client Concierge Queue | 32 | 18 | 0% |
| (812) 232-3246 Case Status Team | 14 | 7 | low |
| (812) 232-2000 Fleschner Main VR | 13 | 433 | 49% |
| (812) 232-9599 Decision Support Team | 8 | 82 | 0%, every leg Missed or Blocked at zero seconds |
This is the "returning our call" category in section 7, solved. 135 calls, 61% ending in voicemail, only 1% menu-routable because the caller does not know who rang them.
They are calling back the number on their phone. For 54 staff that number is a queue nobody answers or a group chain that fails instantly. The client did exactly the right thing and the system dropped them. Fixing it needs no menu change. It is three numbers.
Eight circular rollover pairs
Group A's only member is Group B, whose only member is Group A. A call entering either has nowhere to go. All are lead-vendor intake paths, all at zero calls, so either the vendors are gone or their calls fail silently and nobody would know.
| Pair | Published number |
|---|---|
1888 MTM Group and 1889 Rollover | (812) 231-1888 |
5022 MediaRite and 5052 Rollover | (812) 231-0469 |
5054 DLM Incoming and 5055 Rollover | (812) 231-0414 |
5056 Inbounds.com and 5057 Rollover | (812) 231-0415 |
5701 Berken Media and 5801 Overflow | (812) 990-0005 |
1882 GAlliance, 1226 Inbound H2H, 5023 DMS Campaign | no number |
(812) 232-9599 is explained. It is call group 6526 Decision Support
Specialists, which contains 6528 Team Leads, which contains 6529
Supervisors. Three levels of nested blast groups, which is why 82 calls produced only zero-second
Missed and Blocked legs. Separately, the Operator Queue is itself a member of
5041 PreHearing and 5042 Hearing CMs, so calls to those teams also ring
the operator.
Thirty-two accounts can change the phone system
27 hold full ACCOUNT_ADMINISTRATOR and one holds ACCOUNT_SUPER_USER. Five are external to both firms. This is a list to prune at the Twilio cut rather than port.
| Account | Level | |
|---|---|---|
| API USER | curtis@voxjar.com | ACCOUNT_ADMINISTRATOR |
| Steve Clark | support@ics-networking.com | ACCOUNT_ADMINISTRATOR |
| Mark Lyon | mark@beachmedia.io | ACCOUNT_ADMINISTRATOR |
| API Integration | sean@beachmedia.io | ACCOUNT_ADMINISTRATOR |
| Sean Gruwell | sean@novact.ai | ACCOUNT_ADMINISTRATOR |
| ICS Support | vonage@newlindisability.com | ACCOUNT_SUPER_USER |
7. Two businesses, one tenant
Vonage account 336580 is still named Fleschner Law and carries two
separate businesses. Any move to Twilio is a split, not a lift and shift. The good news is that the
roster already carries a Firm column, so the separation is mostly recorded. The bad news
is what the two firms share.
Newlin Disability
Front door calls in thirteen days, about 430 per business day, across eleven numbers into the Auto Attendant. 250 roster records, 207 active.
Fleschner, the personal injury side
Front door calls in thirteen days, about 39 per business day, across 812-232-2000 and 800-618-4878. Nine people. They answer 1.8% of everything answered in the account.
Newlin's switchboard is running Fleschner's phone. 79.4% of the answered legs on
the Fleschner Main VR are handled by staff flagged "Both". Extension 9000, the personal
injury path, takes 125 calls fed almost entirely by 812-232-2000, and the people who pick up after
it are Whitley DeSmith (78) and Teresa Speros (22). This is an unmeasured, unbilled shared service.
The twelve people flagged "Both" carry 41% of every answered call
| Ext | Name | Department | Location |
|---|---|---|---|
| 5114 | Whitley DeSmith | Operators / Reception | 103 S 3rd Street |
| 5116 | Teresa Speros | Operators / Reception | 125 Harding Ave |
| 5118 | Tom Newlin | Partner | 125 Harding Ave |
| 5110 | Dennis Stark | Partner | 205 Ohio Street |
| 5111 | Tony Tanoos | Partner | 125 Harding Ave |
| 5119 | Anthony Tanoos | Associate | 201 Ohio Street |
| 5120 | William Tanoos | Associate | 125 Harding Ave |
| 6190 | Debbie Mclain | Accounting, Team Lead | 205 Ohio Street |
| 5112 | Julie Davis | Hearing, Brief Writer | 205 Ohio Street |
| 5128 | Krista Duzan | Other / Unknown | 191 Harding Ave |
| 5153 | Vikkie Russell | Admin / Support | 125 Harding Ave |
| 5171 | Conference Phone | not a person, should not be flagged Both | 191 Harding Ave |
What each side takes, and what has to be decided
| Object | Goes to | Newlin legs | Fleschner legs |
|---|---|---|---|
| 400000 Auto Attendant, plus 11 numbers | Newlin | 4,799 | 0 |
| 5011 Intake, 400001, 400002 | Newlin | 351 | 0 |
| 40000 Fleschner Main VR, 812-232-2000, 800-618-4878 | Fleschner | 0 | 616 |
| 9000 personal injury path, 9002 PI After Hours | Fleschner | 0 | 125 |
| 5000 Operator Queue | must be split | 3,040 | 201 |
| 6518 Client Concierge | must be split | 497 | 22 |
| 65181 Concierge voicemail | must be split | 99 | 6 |
| 400005 Capture Now Forwarding | must be split | 20 | 5 |
Fix the roster before splitting anything. The Firm column contains
both FSTN (5 people) and FTSN (4 people), which are the same firm spelled
two ways. Nine people, one entity, two labels. Any automated split keyed on that column mis-sorts
half of them on day one. Nine more records have a blank Firm.
Email domain does not separate the businesses: 43 of the 44 fleschnerlaw.com
addresses belong to Newlin staff who predate the rebrand. Neither does location; both firms have
people in all five buildings.
Two signals inside Vonage itself, both cleaner than email
Outbound caller ID. Thirteen extensions dial clients as (812) 232-2000, the Fleschner main number, while the rest of the firm shows 812-232-9595. That is the Fleschner identity as the client experiences it.
| Ext | Name | Location |
|---|---|---|
| 5115 | Steve Fleschner | 103 S 3rd Street |
| 6109 | Caleb Fleschner | 201 Ohio Street |
| 5172 | Katie Fleschner-McMullen | 205 Ohio Street |
| 5118 | Tom Newlin | 125 Harding Ave |
| 5110 | Dennis Stark | 205 Ohio Street |
| 5111 | Tony Tanoos | 125 Harding Ave |
| 5142 | Charlie Haynes | 201 Ohio Street |
| 5104 | Stephanie Bartlett | 205 Ohio Street |
| 5126 | Stephanie Crampton | 201 Ohio Street |
| 5128 | Krista Duzan | 191 Harding Ave |
| 5140 | Shelby Pair | 125 Harding Ave |
| 5169 | Hunter Marple | 191 Harding Ave |
| 5116 | Teresa Speros | 125 Harding Ave |
Vonage's own group tags. The user records already carry FSTN on 10
users and PI on 6. Two of the FSTN entries have no extension at all: Adam Waters, and
Max Winchell at an outside firm's address, max@williamsinjurylaw.com.
Teresa Speros is the hardest single case in the split. She appears in every
Fleschner signal at once: a fleschnerlaw.com address, the PI tag, and
(812) 232-2000 as her outbound caller ID. She is also the firm's number two operator, answering
294 calls in thirteen days, almost all of them Newlin's. Whichever side she lands on, the other
side loses half its switchboard.
The single decision that unblocks the split
Who answers Fleschner's 39 calls a day? At that volume the question is smaller than it sounds, and there are three real answers.
| Option | What it means | Trade |
|---|---|---|
| Its own nine staff | 812-232-2000 points at a small Fleschner group instead of ext 9000 into Newlin's queue | Cleanest ownership, but 39 calls a day across nine people who have other jobs |
| Capture Now, extended | Already contracted for PI after hours. Extend to business hours and Fleschner needs no queue at all | Cleanest cut and probably cheapest. An outside service answers the brand |
| Newlin as a billed shared service | Keep the operators, but with a distinct greeting so the boundary is visible and measurable | This is what happens today, except unmeasured and unbilled |
8. Reassembly
Every finding above points the same direction. The menu already has eight free slots, direct extension dialling is already enabled, and the destination dropdown already lists every queue and group in the account. The redesign is a configuration change. The order it is done in is what determines whether it works.
The order matters more than the design
- Check ext 400000's General Settings, then stop the dead end. The three other receptionists we inspected (40000, 65181 and 400002) are each set to wait 2 seconds for input and then "play a message and disconnect". 400000 itself has not been inspected on that screen, so confirm it first. If it matches, change the action to "forward to extension 5000" and widen the input window to 5 seconds. 476 business-hours callers a fortnight reach that greeting and go no further, it is one dropdown, and it is safe no matter what else you decide.
- Fix the destinations before pointing anything at them. Ring durations to 20 seconds on 6529 and 15 on 6524, untick "delete voicemail after sending email" everywhere, and resolve 5011 by deciding whether intake answers Vonage at all. Adding menu keys to five second groups just gives callers a faster route to the same mailbox.
- Give every group a visible queue. This is the piece that does not exist today. A queue nobody can see cannot be managed, which is why 670 people gave up waiting last fortnight with no record that it happened.
- Then rewrite the greeting and open keys 2 through 6. Only at this point does the operator step stop being load bearing, and only then should it be retired.
- Change the outbound voicemail script. The 135 "returning our call" cases cannot be fixed by any menu, because the caller does not know who rang them. The message the firm leaves has to name the team and the key to press.
What a visible queue has to show, at minimum: how many callers are waiting right now, how long the longest has been holding, who is logged in and available on that group, and how many went to voicemail today. Three of those four are things Vonage does not surface at all today, which is the strongest single argument in this audit for the Twilio move.
9. Still open
- Call group and queue configuration. Not exposed on the API. Needs a portal export in the same way the receptionist list was exported, covering membership, ring duration and no-answer destination for every group.
- Extension 9000. 127 legs off the Fleschner line, no owner recorded anywhere.
- 812-232-9599. 82 calls producing zero-second Missed and Blocked results against groups 6526, 6528 and 6529. The failure mode is not understood.
- Whether 812-231-1886 and 812-231-1881 are fax lines. Inferred from single leg, no user, long duration and the caller ID "MED RECORDS ONL". Not confirmed in the portal.
- A scam impersonating the firm. One caller reported a number impersonating Newlin and harvesting personal information from people who ring it. That is in the transcripts as a real call and needs someone to own it today.