Legal Intake: The Complete Guide for Law Firms
What legal intake is, where firms lose signed cases inside it, and how to build a process that holds up under growth.
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Practical guidance on intake, Google Local Services Ads, staffing, and operations, written for law firm owners, not marketers.
What legal intake is, where firms lose signed cases inside it, and how to build a process that holds up under growth.
Read the articleProspective clients are increasingly asking ChatGPT, Perplexity, and Google's AI Overviews for a lawyer recommendation before they ever type into a search box. Here's what that means for your firm's visibility.
Read the articleA single "cost per lead" number hides more than it reveals. Here's why tracking return on ad spend down to the individual lead, and the individual practice area, changes where you put your next marketing dollar.
Read the articleGoogle's Local Services Ads platform tracks your answer rate and uses it to rank you. Most firm owners have no idea what their real answer rate is, or that a bad month follows them for three.
Read the articleGoogle expects Local Services Ads leads to be rated regularly. Most firms rate weekly, if that. Here's why rating daily, close to the moment a lead is charged, changes your ranking and your cost per lead.
Read the articleFirms searching for personal injury leads, workers' comp leads, or car accident leads are usually trying to solve a growth problem by looking at volume. In most firms we see, volume was never the actual problem.
Read the articleMass tort campaigns generate lead volume most firms' everyday intake process was never built to handle. Here's what actually breaks under that volume, and what a real mass tort intake operation needs to look like instead.
Read the articleClio, Lawmatics, PracticePanther, MyCase, Filevine, and CasePeer all promise to fix intake and case management. Here's what we've actually seen work, firm by firm, running staffing and technology across all of them.
Read the articleLive transfer connects a qualified caller to an intake advisor in the same call, while they're still engaged. Here's why that one change moves closing ratios more than almost anything else a firm can do.
Read the articleLegal is a call-first business, but most conversion tracking was designed for shopping carts. A sixty-second call is not a qualified lead, and treating it as one teaches your bidding system to buy talkers.
Read the articleScale. Streamline. Succeed.
Get your free intake and sales audit and we'll show you exactly where cases are slipping, and what a fully managed intake engine would look like for your firm.