Law firm intake consulting that turns more leads into signed clients.
Your firm is losing prospective clients it should have already won.
We map your intake process, connect your platforms, build your CRM workflows and automations, and create the dashboard that shows exactly which marketing sources are producing signed clients.
Marketing gets the lead. We build what happens next.
Not ready to talk? Take the free 38-point intake audit →
Map → Connect → Automate → Measure.
Your Process
First lead → qualification → consultation → follow-up → signed client.
Your Platforms
Website, call tracking, CRM, calendar, text, email, payments and practice management.
The Handoffs
Lead routing, immediate acknowledgment, follow-up, reminders, no-show recovery and staff tasks.
The Dashboard
Lead source → consultation → signed client → revenue → cost per signed client.
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.
What we actually build.
Finding the leak is only step one.
Then we help you build the system that fixes it.
The audit shows us where prospects are getting lost. From there, Get Going In Business can help build the process behind turning more of those prospects into signed clients.
Map the Process
We document what should happen from the moment a lead enters your firm through consultation, follow-up, payment, and signed engagement — including who owns every step.
Connect Your Platforms
Your website, call tracking, CRM, calendar, email, text messaging, payment system, and practice-management platform should work together instead of operating in separate silos.
Build the Workflows & Automations
We create CRM stages, triggers, assignments, reminders, follow-up sequences, missed-call workflows, consultation reminders, and other automations that make your process repeatable.
Build Your Custom Dashboard
See where every lead came from, what happened to it, which sources become clients, where prospects fall out, and what you are actually paying for each signed client.
Can you trace a signed client all the way back to the marketing dollar that generated them?
If you can't, that's the system we help you build.
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.
Your CRM, call tracking, scheduling and practice-management systems don't talk to each other.
You're still manually moving information between platforms.
You have multiple reports but no single dashboard showing leads → consultations → signed clients → revenue.
Your intake process changes depending on which staff member answers the phone.
"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."
See exactly where your intake is breaking down.
Fifteen minutes. We map how leads move through your firm today and show you the first thing worth fixing.
Book a Free 15-Minute Intake Strategy CallBook your free 15-minute intake strategy call.
We'll look at how leads move through your firm today and show you what we'd connect, automate or measure first.
