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Lead intake

The best marketing in the world won’t save broken intake.

Most firms leak the leads they already paid to generate, long before those leads ever become signed cases. I find and fix those leaks first.

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Why intake before more spend

Fix conversion before you scale spend.

You should not pour more money into ads before you fix what happens to the leads you already get. In my experience, firms think they sign every case they want, and they are almost always wrong. I find that gap first, then we grow.

You already paid for these leads

Every missed call, slow call back, and dropped follow up is money you spent on marketing walking out the door. Fixing intake recovers cases without buying a single new lead.

More spend multiplies a broken system

If intake converts poorly, scaling ad spend just buys more leaks. Fix conversion first, then pour fuel on a system that actually signs cases.

You are likely signing fewer cases than you think

Most firms believe they sign every case they want. The data almost always says otherwise. I show you the gap before you spend more.

These are past results for specific firms in specific markets. They are not a promise or guarantee of your results. Growth takes doing the work and following the strategy, and it always starts with strategy.

Where firms lose cases

The leaks I hear about most.

These are real things personal injury firm owners say, anonymized. Here is how I help with each one.

In our minds, we signed every case we wanted. We could not have been further from the truth.
How I help

I run an intake audit, mystery shop your calls, and compare what you believe is happening to what the data shows.

People hung up while waiting to get connected to intake.
How I help

I fix call routing, speed to answer, overflow handling, and after hours coverage so high priority leads reach a person fast.

By the time we call back, they’re gone.
How I help

I set response time standards, automations, alerts, and call queues, and report on first contact speed.

One more call can pay for your intake department.
How I help

I build multi touch follow up across calls, texts, emails, and voicemail so you stop giving up after one try.

Not one call back and a voicemail. A system.
How I help

I design follow up sequences by lead type, case value, urgency, language, and source, so follow up is a system, not random effort.

Handling cases right

The right cases handled the right way.

Signing high value cases is about more than speed. It is about who handles them and how they are treated.

Your best people should take your best cases.
How I help

I build routing rules by case type, campaign, value, geography, and closer skill, so a trucking or catastrophic case does not get a generic intake.

If you don’t treat someone well in intake, they’re gone.
How I help

I improve scripts, tone, empathy, and the handoff from your marketing promise to the intake experience, because the first call sets the relationship.

Good cases get rejected because someone didn’t understand the facts.
How I help

I add issue spotting questions, attorney review triggers, and case type checklists so valuable cases stop slipping through.

If the lead speaks Spanish and we can’t respond well, we lose trust.
How I help

I build bilingual routing, translated intake scripts, and Spanish review workflows so language friction stops costing you cases.

The accident happens at 2 a.m. The firm that answers wins.
How I help

I build after hours answering, escalation, and next morning follow up so you win the cases that come in off hours.

Measure and improve

What gets measured gets better.

Intake only improves when you can see it. I build the reporting that turns intake into a system you can manage.

There is money sitting in old lead lists.
How I help

I run reactivation campaigns over text, email, and calls to recover leads you already paid for.

If it isn’t measured, it doesn’t improve.
How I help

I build dashboards and scorecards for calls, missed calls, qualified leads, signed cases, source, response time, and staff performance, with QA and coaching.

If intake doesn’t convert, the marketing looks bad.
How I help

I report the full funnel from click and call to signed case, so marketing decisions are based on the real picture.

Asking the right questions can enhance the value of the case.
How I help

I build case value questions into intake and route serious cases to the right attorney quickly.

What it covers

What an intake review covers.

I look at the whole journey, from the first call or click to the signed case, and I leave you with a plan you can run.

Every entry point

Phone, web forms, chat, DMs, paid, organic, referrals, and after hours. I look at every door a case can walk through, not just the front one.

Speed to lead

How fast a real person reaches a high value lead, measured across hours, days, sources, and staff, with standards and alerts that keep it fast.

Follow up cadence

Multi touch follow up across calls, texts, emails, and voicemail, built by lead type so you stop giving up after one try.

Routing and qualification

Rules that send the right case to the right closer by type, value, geography, language, and skill, with issue spotting so good cases stop slipping.

Reporting and accountability

Dashboards and scorecards for calls, missed calls, qualified leads, signed cases, source, response time, and staff, with QA and coaching.

Reactivation of old leads

Campaigns over text, email, and calls to recover the money already sitting in lead lists you stopped working.

How it works

How the intake review works.

Four steps, strategy first, so you know exactly where you are losing cases and exactly what to do about it.

1. Discovery

We map how leads come in, who handles them, and what you believe is happening so we know what good looks like for your firm.

2. Audit and mystery shop

I run an intake audit and mystery shop your calls, then compare what you believe is happening to what the data actually shows.

3. The fixes

Routing, speed to lead, follow up sequences, scripts, after hours, and bilingual coverage, prioritized by the cases worth real fees.

4. The scoreboard

Dashboards, scorecards, QA, and coaching so intake keeps improving and the full funnel stays visible from click and call to signed case.

FAQ

Frequently asked questions

What is a law firm intake audit?
It is a close look at how your firm handles every lead, from the moment a call, form, chat, or DM comes in to the moment a case is signed or lost. I review call routing, speed to answer, follow up, qualification, after hours coverage, and reporting, then I mystery shop your own intake so you see what a real prospect experiences.
How do you find leads we are losing?
I follow your leads through every entry point and look for the leaks. Missed calls, people who hang up on hold, slow call backs, follow up that stops after one try, good cases rejected because someone missed the facts, and language friction. I pull the data and the call recordings, then I show you exactly where cases leave.
What is speed to lead and why does it matter?
Speed to lead is how fast a real person reaches a new lead after they reach out. In personal injury it is decisive. The accident happens at 2 a.m. and the firm that answers first usually wins. I set response time standards, automations, alerts, and call queues, and I report on first contact speed so it stays fast.
Do you help with after hours and Spanish intake?
Yes. I build after hours answering, escalation, and next morning follow up so you win the cases that come in off hours. For Spanish speaking leads I build bilingual routing, translated intake scripts, and Spanish review workflows so language friction stops costing you trust and cases.
Should I fix intake before spending more on marketing?
Yes. If intake does not convert, more ad spend just buys more leaks, and the marketing looks bad even when it is working. Fixing intake recovers cases you already paid for, and it makes every future dollar worth more. Conversion first, then scale.
Do you report the full funnel, not just intake?
Yes. I report from click and call to signed case, by source and campaign, so marketing and intake decisions are based on the real picture instead of guesswork. When you can see the full funnel, you stop blaming the wrong part of the system.
Do you guarantee more signed cases?
No. I do not guarantee results. Signing more cases takes doing the work and following the strategy, and it always starts with strategy. What I commit to is finding your leaks, building the fixes, and putting a scoreboard in place so you can see the difference.
By application

Stop losing cases you already paid for.

Before you spend another dollar on marketing, let’s make sure intake converts it. Partnerships start at a $20,000 commitment, and strategy comes first.

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