Qualify each family, match them to the aging advisor whose skills fit, and always name a backup — nobody should wait twice.
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New this week
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Awaiting match
Goal: matched within 24h
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Consults booked
Free 30-min conversations
64%
Lead → engagement
Trailing 90 days
The inbox
Aging Advisor capacity
🧭 Matching rule (Master List): families pick a plain-language Specialty Area; aging advisors carry detailed tags. Match on tags first for precision, fall back to the broader area — then capacity, then geography.
Match this family
Pick a primary and at least one backup. The family sees only the primary; the backup steps in automatically if the primary declines or doesn’t respond within 24 hours.