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EXPERIENCE-BASED

LEGAL INTAKE TRAINING


We’ve met with hundreds of attorneys over the years, many of whom gladly fill us in on their business woes. We noticed one issue eclipsing the rest: Firms without a reliable intake process are losing leads and missing out on fully-qualified cases

Many Firms Struggle with Intake Processes

Many of the firms we speak to employ zero intake specialists. If they do, they often lack proper training, which leads to qualified calls being left unanswered and negative impressions made of the firm, all in a matter of minutes. That’s a problem, as 67% of clients choose law firms based on their intake experience.

These learnings led to the creation of our legal intake training service, which is planned, created, and executed by a veteran intake manager. Each customizable training contains engaging lessons, guidelines and checklists as well as downloadable scripts and exercises.