Your intake process is your first impression and one of the most common points of breakdown in law firms. This engagement helps you evaluate and improve every step of your intake flow, from lead capture to consultation booking, so you can stop losing good clients to a messy process.
We’ll identify bottlenecks, confusion points, and automation opportunities, and give you a streamlined, conversion-focused intake system that works for your firm and your clients.
End-to-End Intake Flow Review: We review your intake forms, inquiry process, auto-replies, consultation scheduling, and follow-up messages to understand how leads are currently moving through your system.
Friction & Drop-Off Analysis: We identify where potential clients get lost, confused, overwhelmed, or ignored plus what’s adding unnecessary admin work for your team.
Intake System & Tool Review: We assess your current tools (Case Management System, forms, schedulers, CRMs, etc.) to identify where your tech supports the process and where it’s adding friction or falling short.
Redesign Recommendations: You’ll get a streamlined intake flow designed to reduce no-shows, improve lead qualification, and make it easier for the right clients to engage with your firm.
Intake Flow Map (Current-State & Recommended Flow)
Friction Points & Drop-Off Summary
Tool & Integration Feedback (with quick-win automation tips)
Intake Messaging Suggestions (optional script or template examples)
PDF Report and Video Walkthrough
Live Call to Review Outcomes
After checkout, you’ll receive a link to book your kickoff session and an intake form to tell us about your current intake flow. We’ll dig into your process, identify what’s getting in the way, and give you a cleaner, smarter way to onboard clients.
This project wraps up in 1–2 weeks with a quick kickoff call and access to your intake tools and forms. We do the workflow thinking so you can focus on what you do best - serving clients.
This is ideal for firms who:
Get leads but struggle to convert them
Receive incomplete or inconsistent intake info
Use manual tools or forms that don’t connect well
Want to improve the client’s first experience with their firm
Limitations of this service: This is a strategy & audit engagement, not a full system build. It does not include (but can be added later):
Implementation of scheduling or form tools
CRM setup or automation builds
Custom website or form design
Long-term lead generation strategy
Bottom line? Intake doesn’t have to be clunky. We’ll help you turn it into a smooth, confident process that converts more leads, and creates a better first impression for every potential client.
Your intake process is your first impression and one of the most common points of breakdown in law firms. This engagement helps you evaluate and improve every step of your intake flow, from lead capture to consultation booking, so you can stop losing good clients to a messy process.
We’ll identify bottlenecks, confusion points, and automation opportunities, and give you a streamlined, conversion-focused intake system that works for your firm and your clients.
End-to-End Intake Flow Review: We review your intake forms, inquiry process, auto-replies, consultation scheduling, and follow-up messages to understand how leads are currently moving through your system.
Friction & Drop-Off Analysis: We identify where potential clients get lost, confused, overwhelmed, or ignored plus what’s adding unnecessary admin work for your team.
Intake System & Tool Review: We assess your current tools (Case Management System, forms, schedulers, CRMs, etc.) to identify where your tech supports the process and where it’s adding friction or falling short.
Redesign Recommendations: You’ll get a streamlined intake flow designed to reduce no-shows, improve lead qualification, and make it easier for the right clients to engage with your firm.
Intake Flow Map (Current-State & Recommended Flow)
Friction Points & Drop-Off Summary
Tool & Integration Feedback (with quick-win automation tips)
Intake Messaging Suggestions (optional script or template examples)
PDF Report and Video Walkthrough
Live Call to Review Outcomes
After checkout, you’ll receive a link to book your kickoff session and an intake form to tell us about your current intake flow. We’ll dig into your process, identify what’s getting in the way, and give you a cleaner, smarter way to onboard clients.
This project wraps up in 1–2 weeks with a quick kickoff call and access to your intake tools and forms. We do the workflow thinking so you can focus on what you do best - serving clients.
This is ideal for firms who:
Get leads but struggle to convert them
Receive incomplete or inconsistent intake info
Use manual tools or forms that don’t connect well
Want to improve the client’s first experience with their firm
Limitations of this service: This is a strategy & audit engagement, not a full system build. It does not include (but can be added later):
Implementation of scheduling or form tools
CRM setup or automation builds
Custom website or form design
Long-term lead generation strategy
Bottom line? Intake doesn’t have to be clunky. We’ll help you turn it into a smooth, confident process that converts more leads, and creates a better first impression for every potential client.
