Intake Coaching Services
- Home
- Services
- Intake Coaching Services
- Our features
Let’s scale your Firm's Intake together
Every law firm operates differently, so everything we build is fully tailored to your unique processes. From intake workflows to CRM automations and reporting dashboards, nothing is one size fits all. We adapt our systems to match how your team works, ensuring a seamless fit, minimal disruption, and maximum adoption. Our goal is to streamline intake so your team has the freedom to prioritize clients and provide the best possible service.
Our 45-Day Process
Intake Strategy & Planning
Our intake strategy meeting is a deep dive into your firm’s workflow, follow-up style, and ideal client profile. We use this session to design a customized intake approach that aligns perfectly with your goals and operational preferences
- Map your full intake workflow
- Define your ideal lead follow-up cadence
- Review your current tech stack
- Set clear intake KPIs
Building Phase
It is important we build systems, but it is more important that we sign cases. To make sure we get the process rolling as quickly as possible our sales team steps in and signs or qualifies cases on your behalf. During this time we will build your CRM and Dialer and begin testing with your processes before the next phase.
- Instantly contact new leads
- Qualify leads based off of your criteria
- Handle persistent multi-touch follow-up
- Warm-transfer qualified callers to your team
Your CRM and Dialer are Ready
At this point in the engagement your software has been tested by my team and we are ready to turn it over to your team. If you have a sales team, this is the end of our engagement… but if you are in the beginning of building a sales team out then we would proceed to the next step.
- Centralize every lead and interaction
- Automate repetitive follow-up tasks through a dialer
- Streamline data flow between your intake system and case management software
- Trigger smart workflows
- Ask about our premium feature… IMessaging.
We Help Staff Your Sales Team
A great system is nothing without a great sales team. If you have a paralegal that is splitting time in intake and trusting your after hour calls to a call center…. Trust us, there is a better way!
- Assist in sourcing Onshore or Offshore Sales people.
- Interviews and prspecting is handled on your behalf
- 1 week training on your processes
- 2 week trial for Offshore Team Members
Frequently asked questions
- Mind-blowing First impressions for your potential clients.
- Consistent, documented outbound follow-up using your firm's standards.
- Your own Dialer, CRM software, automations, and reporting.
- Daily coverage custom to your firm's needs.
- Real-time User and ROI dashboards so firms always know their numbers.
- Staying up to date on industry trends. Yes, we also have AI... No, we won't shove it down your throat.
- Have strong demand but inconsistent follow-up
- Lack clearly defined intake processes and KPI's
- Miss cases after hours or on weekends
- Want to scale but can’t sign cases fast enough
Absolutely, and we are happy to! We can meet to discuss your firms criteria and quickly act as your personal sales team to qualify and sign leads on your behalf.
All of our packages are custom to your firm, but expect to pay a one-time implementation fee to build out your channels and customize your sales cadence. After that, we charge monthly for our software based on your usage.
If the engagement is to only sign or qualify cases and transfer to you team, then we work on a per case or warm transfer basis.
Our team specializes in personal injury, but we ultimately support your firm and your needs. If your case flow is 50% personal injury and 50% work comp. We will get criteria for both and be able to qualify based on your standards and workflows.