Free Law Firm Intake Audit.
The intake audit law firms wish they’d done sooner.
See where prospects are getting lost between first contact and signed client. Your score shows where the process is breaking — and what to fix first.
The audit doesn’t end with a score. We can actually build the fix.
Six things decide whether a lead becomes a client.
How fast new inquiries actually get answered.
What happens when the first attempt doesn't connect.
Whether every caller gets the same qualified conversation.
Booking, reminders, structure, and what happens after.
Whether the process is written down or lives in memory.
Whether you can see which sources become clients.
What you are actually up against.
The data on law firm intake is not flattering. Most firms have no idea their conversion problems are this severe.
of law firms are essentially unreachable by phone or email when a prospective client tries to make contact.
more conversations are had when a firm responds to a new inquiry within five minutes versus thirty.
of clients hire the very first attorney who responds to them — not the most experienced one.
Your intake is the business — not the law.
Most firm owners think their problem is PNCs. It is almost never PNCs. Look closely and you will find the calls are coming in, the form fills are happening, the referrals are arriving — they are simply not converting into paying clients.
The gap sits in the invisible space between "interested" and "retained." Between the moment a prospect first reaches out and the moment they sign an engagement letter. This is where firms quietly bleed revenue every single week without realising it.
A process that works occasionally is the same as no process at all.
The Law Firm Intake Audit walks you through the five stages where this happens — visibility, response speed, the consultation experience, intake and onboarding, and the systems that hold it all together. By the time you finish, you will know exactly where to start fixing it.
Five stages. Thirty-eight checkpoints. One honest score.
The audit asks one question at each step: is this in place and working consistently — or only sometimes?
Visibility & First Contact
Whether prospects can find your firm and reach you without effort. Google profiles, directories, tracked numbers, mobile speed, after-hours coverage.
Speed & Quality of Response
How fast and how well new inquiries are handled. Acknowledgement windows, scripts, follow-up cadences, response-time tracking, CRM hygiene.
The Consultation Experience
Where trust is built and decisions are made. Booking ease, confirmations, reminders, structure, fee clarity, post-consult follow up.
Intake & Onboarding
The transition from prospect to client. Digital intake forms, e-signatures, online payment, welcome communication, documented onboarding steps.
Systems, Automation & Reporting
The infrastructure behind the entire process. We connect your CRM, call tracking, website forms, scheduling, email, text, payments and practice-management systems; automate the handoffs that shouldn't depend on memory; and build dashboards that show how marketing leads become consultations, signed clients and revenue.
If any of this sounds familiar, this audit is for you.
You spend on marketing but cannot trace which sources actually become clients.
Consultations are happening but a worryingly low number turn into retainers.
PNCs sit in inboxes longer than they should because there is no clear owner for follow up.
Your team relies on memory instead of systems — and things slip through the cracks.
"I have spent years inside the operations of professional service firms — watching where PNCs come from, where they go, and where they quietly disappear. This audit is the framework I wish every firm owner had on their desk before they hired their next marketing agency."
Find out where your firm is actually losing clients.
Thirty-eight checkpoints across five stages. Ten minutes. Your score and a written breakdown land in your inbox.
Start the Free Intake AuditWant help fixing what the audit found?
Fifteen minutes. We'll walk the weakest part of your score and what it would take to fix it.
