5 minutesFor any successful legal practice, the client experience begins long before a case is filed. The law firm intake process is the foundation of how a firm engages with potential clients, gathers critical information, and determines whether a case aligns with the firm’s expertise. In today’s competitive legal environment, structured
9 minutesWhen Hard Work Stops Working I’ve seen it too many times. A law firm opens its doors full of promise and passion. The team works long hours, puts in the effort, and genuinely cares about the people they serve. Word-of-mouth builds. Clients are happy. Results are solid. Everything appears to
8 minutesWhy Your Law Firm Isn’t Growing (And What to Do About It) Have you ever felt like you’re running in place? You’re putting in the hours, sweating the details, and fighting for your clients with everything you’ve got. Your legs are burning, you’re exhausted, but when you look up, you
4 minutesRunning a successful law firm requires more than excellent attorneys and strong case results. For many small to mid-size firms, the biggest challenge isn’t legal strategy—it’s what happens before a case even begins. The legal intake process is often the first impression a potential client has of your firm. If
4 minutesIn today’s competitive legal market, the first interaction a potential client has with your firm can determine whether they choose you or a competitor. Your intake process shapes that initial moment. Professional legal intake services enable law firms to structure, manage, and refine their client intake processes, maximizing conversions, ensuring
4 minutesRunning a law firm today is more complex than ever. Beyond delivering quality legal services, firm leaders must also manage shifting client expectations, adopt emerging technologies, oversee staffing, and maintain the firm’s financial health. For many attorneys—especially those in boutique and mid-size firms—the challenge isn’t the practice of law itself.
4 minutesFor law firms, growth doesn’t happen by chance. Even with strong attorneys and loyal clients, firms often hit a plateau where referrals alone can’t sustain expansion. At that point, leaders begin to examine their marketing efforts and intake processes. Too often, however, these areas are treated separately. Marketing brings leads
3 minutesIn today’s competitive legal market, first impressions matter more than ever. For most law firms, that first impression is made not by an attorney but by a legal intake specialist, the professional who answers the call, responds to emails, or welcomes a potential client. A well-trained intake specialist has the
4 minutesThe client intake process is the first real interaction a potential client has with a law firm. It sets the tone for the attorney-client relationship and often determines whether that client chooses to move forward. In today’s competitive legal market, where clients have more choices than ever before, client intake
6 minutesWould you believe me if I told you that intake monitoring is actually an act of love? That might sound strange, especially if you associate monitoring with micromanagement, mistrust, or control. But what I’ve found, over the years and dozens of law firms, is that the most powerful thing a
8 minutes“We’re Losing Clients And We Don’t Even Know It.” That was the first sentence out of the managing partner’s mouth when we sat down together. She knew something was off. The numbers were slipping. But it wasn’t until we started listening to real calls that the problem came into focus.
7 minutesWalk into most law firm intake departments and say the words “intake accountability training,” and watch the room shift. Shoulders tense. Eyes dart. Someone jokes to break the silence. We’ve trained our teams to brace for criticism instead of leaning into coaching. We’ve made feedback feel like punishment instead of
7 minutesBuilding a Coaching Culture That Lasts Call reviews are one of the most potent tools a law firm can use to drive consistency, conversion, and client trust, but too often, firms introduce them the wrong way. What starts as an initiative to help the team grow quickly becomes an uncomfortable
8 minutesThere’s a moment every intake leader faces: the choice between correction and connection. You hear a call. Something’s off. Maybe the tone was flat. Perhaps the rep rushed through the objection. Maybe they missed a critical step. Your instinct kicks in, and you want to fix it fast. You jump
8 minutesEvery law firm says culture matters. It’s written on the walls. Mentioned in meetings. It shows up in hiring ads, onboarding slides, and maybe even your mission statement. But let’s be honest, what shapes culture isn’t what’s written. It’s what’s repeated. Culture is what your intake team believes is valued,
Copyright © 2024 KerriJames. All Rights Reserved.
Copyright © 2024 KerriJames. All Rights Reserved.
