BLOG

Our blog

Do you have a question or are you interested in working with my team and me?

Maximizing Client Satisfaction: A Blueprint for Legal Intake Success

2 minutes  In today’s competitive legal landscape, a streamlined legal intake process is crucial for law firms looking to enhance client satisfaction and improve operational efficiency. A well-structured intake process not only helps in gathering essential client information but also sets the tone for the overall client experience. In this blog

Read More »
Welcome email

The Welcome Email That Makes Clients Stay (or Walk Away)

8 minutes First Impressions Last You’ve worked hard to earn the lead. Your ad campaigns are running; the team is answering phones. Your intake process is humming. And then… silence. That silence often speaks louder than anything you could have said. Too often, law firms underestimate the power of the welcome email,

Read More »
intake metrics

How Top Firms Turn Intake Metrics into Marketing Wins

8 minutesThe Hidden Link Between Intake and Marketing Law firms often think of intake and marketing as separate functions. Marketing is supposed to drive leads, intake is supposed to handle calls, and business growth depends on both staying in their own lane. But here’s the truth: the firms that achieve real

Read More »
intake data

Conversion Blind Spots: What Your Data Isn’t Telling You (Yet)

8 minutes The Danger of Blind Spots Most law firms today are tracking at least some data. They may have spreadsheets filled with call logs, monthly reports from their case management software, or dashboards displaying the number of cases signed last quarter. On paper, they look like they’re paying attention, but here’s

Read More »
Intake conversations

Trends to Watch: The Future of Client Intake in Law Firms

4 minutesThe Future of Client Intake in Law Firms: Trends to Watch The legal industry is evolving rapidly, and one of the most significant areas experiencing transformation is client intake. From AI-powered tools to enhanced onboarding processes, law firms are increasingly adopting technologies and strategies to improve efficiency, client experience, and

Read More »
Client Intake Conversations

How to Train Your Team for Difficult Client Intake Conversations

4 minutesHandling difficult client conversations is one of the most sensitive yet crucial aspects of running a law firm. The intake stage often involves individuals under emotional, financial, or legal stress, and how your staff communicates during those first moments can define the client’s perception of your firm. This is where

Read More »
common intake mistakes

Common Intake Mistakes Law Firms Make and How to Avoid Them

5 minutesA law firm’s success often depends on how effectively it handles client intake. While marketing may bring leads through the door, poor intake processes can cause potential clients to slip away. From delayed responses to unclear follow-ups, even small inefficiencies can cost firms valuable cases and revenue. This article explores

Read More »
law firm growth

Why Automation Isn’t Working for Your Firm (Yet)

11 minutesYou’ve likely heard it: automation is the key to scaling your law firm. You invest in the tools, you imagine fewer mistakes, faster follow-ups, and a lean team doing more. Yet here you are, still chasing leads, juggling spreadsheets, still watching potential clients slip away. If automation hasn’t delivered what

Read More »