Our Services
Capture and Convert: Intake Audit
The Problem
Too many law firms miss out on potential clients because they lack a consistent system for capturing leads, screening inquiries, and following up with potential client. This results in missed revenue, wasted marketing spend, and wasted time trying to keep up manually with intakes.
What You Get
A short, focused engagement designed to give clarity and structure to your intake and lead follow-up process.
Included
1-hour discovery call to understand your current intake process, follow-up habits, and pain points
Review of your existing tools and workflows (if any)
Tailored recommendations for lead capture, technology/software, and screening tools
Best practices for follow-up cadence (calls, emails, texts, and more)
1-hour follow-up call with a recommended intake and lead workflow
Seamless Intake: System Setup & Implementation
The Problem
Even when firms know how to improve their intake, putting the system in place can feel overwhelming. Without proper setup, customization, and training, the best recommendations often never get fully implemented — and intake problems continue.
What You Get
A hands-on buildout of your intake system, turning recommendations into a fully functional, easy-to-use workflow.
Included
Everything included in the Intake Audit, plus:
Setup of intake software or automation tools
Creation of custom intake forms, templates, and automations
Draft and develop custom intake script to fit your practice
Integration with your practice management software
Training so you and your team can confidently run the new intake system