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Navigating the First 15 Minutes of a Legal Consultation to Seal the Deal

legal consultation

Entering the realm of legal services, particularly for first-time clients, can be as daunting as navigating a labyrinth. For legal professionals, those initial 15 minutes of a legal consultation hold the power to set the tone for the entire client relationship. It’s not just about showcasing your legal prowess but about building trust and understanding—a […]

Mastering the Consultation Can Transform Sales in Your Law Firm


In legal services, where trust is paramount and relationships are foundational, sales can often feel like a foreign concept. Yet, understanding how to engage potential clients in the consultation phase effectively is a game-changer. Drawing from years of guiding lawyers and legal professionals in optimizing their business practices, I’ve observed a critical gap—many lawyers lack […]

Uncovering Costly Intake Flaws: The Truth About Law Firm Revenue Stagnation


Are you at a point where your law firm’s revenue seems stagnant despite pouring resources into marketing strategies? Are the returns from your marketing efforts disappointing, leaving you frustrated and drained? If this resonates, there might be a hidden culprit lurking within your intake process, and it’s time to uncover the flaws hindering your firm’s […]

Why Intake is More Than Just Answering the Phone


Intake can be tricky, but it is critical to your law firm. As with any business, the first impression is everything. When it comes to law firms, the first contact with potential clients is usually through an intake specialist. While many attorneys may see intake as nothing more than a phone answering or receptionist job, […]

4 Things Law Firms Need to Improve Their Intake Process

4 Things Law Firms Need to Improve Their Intake Process

Many law firms I know are spending thousands of dollars every month on lead generation. Some tout their ability to generate hundreds of new leads every month for their firm, thinking that number is the benchmark for success. It’s not. If your firm is not converting the leads you generate into paying clients, you are […]

The 10-Step Process for Designing a Great Client Intake System

5 Steps to Perfecting Your Law Firm’s Intake Process

The success of your law practice depends on new clients. And when it comes to acquiring them, your client intake process is everything. You can’t just hope the phone will ring. You can’t just hope the person answering the phone will say the right things or get the right information. You can’t just hope the […]

How to Build a Stellar Law Firm Intake System

Note:  This post first ran in September 2017. While I am away for the holidays, I am re-running some of my posts that are timeless in hopes that those of you who may have missed one of them will benefit.  Wishing you a peaceful and prosperous 2019! New clients mean cash flow, the lifeblood of […]