NOVONS Marketer App v4.68

9:41

Synced

Good morning

Week of —

Attorneys

Visited

Referred

Remaining

This week · attorneys

Tap → pre-visit · Hold name → contact · Hold Call → number picker

Tasks · 2 of 5 done

View all ›

Attorneys

Tap a row → pre-visit read

🔍

Tasks

2 / 5 done+

Week of —

Pulse

You're on fire this week 🔥

⭐

—

Team standings

✨ Your edge this week

Make this week count.

🚀

Momentum is everything.

Team leaderboard

This month

—

⚖️

You 👑

—

Visits

Cases sent

Conversions

🔥 4w

Streak

⚡ Your visit Tuesday → 2 cases booked

Your work is producing results in real time. Keep it rolling.

🙂

—

Field Marketer

🔔

Enable push notifications

Friday close-out · Monday kickoff · office updates

Tools

📋Pitch script›

📨Send referral packet›

🧾Log expense›

📸Scan receipt / card›

📅Friday close-out›

Sign-in & security

🙂Set up Face ID›

🔢Set PIN (fallback)›

Preferences

🌓Appearance & rewards›

🔔Notifications

Demo controls · testing only — removed at launch (controlled by CTA panel)

🎚Task-only mode (set by admin)

Account

❓Help & guides›

🔒Lock app›

🚪Log out›

Paralegal

🧑‍💼

Attorney

⚖️

🏠

Home

⚖️

Attorneys

☑️

Tasks

📊

Pulse

⋯

drag down or tap outside to close

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ACTIVE

⚡ Your play

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Relationship

—

Last referral

—

Cases sent

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🔒 Cases sent = your volume number. Case value, quality & account ranking stay in the CTA portal — never on this screen.

Call

Text●

Log

Tap Call=dial · Hold Call=number picker · Tap Text=SMS · Hold Text=email packet

drag down or tap outside to close

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Attorney

Cell—

Office—

Fax—

Email—

Address—

Paralegal

Cell—

Office—

Email—

Address—

Tap EDIT to change · paralegal starred = priority

drag down or tap outside to close

Edit attorney

Name & firm are locked

EDIT MODE

Attorney contact

Name & firm locked

Paralegal

Saving notifies the admin to approve · closing without saving discards

drag down or tap outside to close

Select number

drag down or tap outside to close

Quick dial — search attorney or paralegal

🔍

Start typing to find someone to call.

★ = priority paralegal

drag down or tap outside to close

Log visit+10 pts

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Visit type

Drop-in

Scheduled

Call only

Gift drop

Outcome

Will send cases

Interested

Not in

Paralegal only

Notes — type or dictate

System extracts action items automatically

drag down or tap outside to close

✓

Log submitted

Visit logged

Logged

✓ Visit recorded

Action items will appear once processed

+10 pts earned this visit

Send referral packet →

drag down or tap outside to close

Email referral packet

Pre-approved · from the practice

FROM

NOVONS Med-Legal

medlegal@novons.com

🔒

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BCC

NOVONS Med-Legal · always copied

medlegal@novons.com

🔒

⇅ Swap who's TO / CC

🔒 Med-Legal is sender and always BCC'd — every direct attorney interaction lands on the practice record. Not removable.

Message

📋 From CTA portal · 3 variants↻ Try another

⏸

CEO review (first weeks) — staged for release. Flips to instant-send later.

drag down or tap outside to close

⚖️ Attorney

🧑‍💼 Paralegal

Add attorney

Scan a card or fill the form · syncs to CTA portal

📇

Scan business card

OCR auto-fills name, firm, phone, email

— or type it —

Attorney name

Firm

Street address

City · State · ZIP

Cell · Office · Email

Add paralegal high-value grab

Name + phone, link to their attorney — that's it

📇

Scan card

OCR grabs name, phone, address

— or type it —

Paralegal name

Phone

Address

Works with attorney

⚖️

Select attorney

—

✓Confirm this is the correct attorney

↔ Flip the card anytime — caught a paralegal while adding the attorney? Just flip.

‹Link to attorney

🔍

drag down or tap outside to close

Pitch script

Live from the practice playbook · updated centrally

Opening

"Hi [Name], I'm with Novo Neurosurgery — Dr. Tomac's concierge spine practice. We specialize exclusively in high-value PI spine surgery and close cases in under 30 days."

Value prop

Board-certified neurosurgeon, MD/PhD. Full binder ready for trial. Direct attorney communication. Global ASC billing with David Winter — no surprises.

Objection: "I use another surgeon"

"Totally understand. We only ask for one case to show you the difference. Dr. Tomac handles it personally from intake to closure — you'll see the documentation quality immediately."

Expansion hook

Now covering Orlando, Tampa, Naples, and North FL. Your clients outside SFL can be seen within the week. Same surgeon, same standard.

"Best next step — I'll send you our referral packet right now. Our Med-Legal team is available same day on the direct line — call or text (954) 686-6340."

drag down or tap outside to close

Send referral packet

Select attorney

Packet includes

Booking linknovons.com/book

Med-Legal direct number1-855-NOVODOC, ext 110

Med-Legal vCardnovons.com/vcmedlegal

Practice vCardnovons.com/vcnovons

PI packetnovons.com/pi

drag down or tap outside to close

Help & guides

iPhone shortcuts & quick how-to

iPhone text shortcuts

.bookBooking link

.referReferral page

.piPI packet

.picPI packet (Spanish)

.feesFee schedule

.clinicsClinic locations

.hospitalsHospital affiliations

.ascASC / surgery center info

.reviewengReview request (English)

.reviewspaReview request (Spanish)

Set these up in iPhone Settings → General → Keyboard → Text Replacement. Full setup chapter with screenshots is in the SOP folder.

Using the app

Log a visitTap Log+ on any attorney

CallTap = cell · hold = pick number

Text / emailTap Text · hold = email packet

Dictate🎙 button in any notes field

Quick addFloating + · hold = message team

Close the weekMore → Friday close-out

Need a person

Med-Legal direct1-855-NOVODOC, ext 110

Bookingnovons.com/book

drag down or tap outside to close

Log expense

Receipt required · real-time budget meter