Upgrade Your Intake to Retain More Cases 

Within 30 days, your law firm will have a clear intake plan to auto engage every lead and boost your conversions to 33%. Schedule a free 15-minute call below to learn more.

Is Your Firm Leaking Leads?

Everyone wants more cases, so most firms focus on generating more leads. But buying more leads increases costs and puts more pressure on your team. Good leads slip through the cracks. Partners get annoyed. Staff feel anxious and overwhelmed. KerriJames works closely with our clients to eliminate this overwhelm and ensure no good lead is left behind.

Intake Audit = No Lead Left Behind

Without a detailed plan and cohesive system, you'll continue to leak leads. Case acquisition costs will continue to rise, shrinking your marketing ROI. To plug that leak, you first need an intake audit.

TEAM TACTICS TOOLS TRACKING

Team

Identify your strengths and opportunities for improvement, leverage the best of your team, engage outsourced partners, and onboard AI.

Tactics

Ensure consistency in delivery and execution of your marketing and intake tactics.

Tools

Build a custom system or customize the one you have. Integrate marketing and intake and push signed clients into your case management software without duplicating efforts.

Tracking

Identify your best lead sources, incoming and outgoing referrals, acquisition costs, growth opportunities and more.

Every Lead. Every Source. One Powerful Platform.


Data needs to be at the core of your intake efforts. What can be tracked can be measured and what is measured is managed. To help our clients succeed, we built LOOP.

LOOP is designed to help law firms automate repetitive tasks, centralize opportunities in one location and track the effectiveness of your intake system. 

Get Started With KerriJames

If you firm is already generating leads, you need a data-driven intake system that leverages automation to save time, reduce costs and sign more clients. Let's get you started today. 


01

Book a Free Call

02

Develop an Intake Plan

03

Retain More Cases

What People Are Saying

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Chris Nagle

Kerri has the unique ability to combine professionalism and knowledge with energy and interest so that no encounter is short of motivating and purposeful.

Chris Nagle
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Chris Sill

Kerri’s ability to take the complicated and break it down into insightful and impactful concepts is remarkable. She has a unique talent of quickly (but thoughtfully) finding the why in any strategic conversation, and serves as a great teammate and a great leader. Kerri has clearly taken her skill as an educator and helped carry it into the business world. I am fortunate to work with her!

Chris Sill
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John Messersmith

Kerri is an outstanding marketing executive for professional service companies. She has a rapacious desire to learn so Kerri quickly becomes versed in her customers’ businesses and understands their challenges. Kerri also utilizes her years as a gifted instructor, educational leader and strong communicator to teach her customers how to transform their marketing strategies to create strong brand awareness and increased business. Kerri accomplishes all of this with an abundance of energy, tact, patience and humor.

John Messersmith
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Kevin Mullaney

Kerri has a truly unique, honest, and passionate approach to everything that she does. She has an eagerness to understand her clients and business partners needs by asking and understanding exactly what they are trying to accomplish. It is so refreshing to work with a person that gets you excited about your brand and mission. If you want things done the way you have always done them, I wouldn’t waste your time working with Kerri. Kerri is someone who will challenge you personally and professionally to achieve new results and bring new eyes to your medium.

Kevin Mullaney
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Rachel Riordan

Kerri’s positive attitude and business acumen are stellar! Highly recommend for attorneys looking to update their marketing strategy with tangible results.

Rachel Riordan
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Andrew Willis

Kerri empowers attorneys like me to develop client relationships and generate referrals and she does so with great enthusiasm.

Andrew Willis
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