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,
7 minutesAn intake call review for law firm conversions can uncover what’s really happening between your marketing and your results. You’re spending thousands on marketing every month. You’ve invested in PPC, SEO, social media, and intake staffing. Your phone is ringing. The leads are coming in. But the numbers aren’t where
8 minutesYou hit play. Your team member fidgets as their voice fills the room. The call wasn’t terrible, but there’s a precise moment that needs correction. You glance up to start the conversation, only to see them already tensing up. Shoulders pulled in. Eyes darting. Face guarded. You haven’t said a
8 minutesCall feedback is one of the most powerful tools your intake team can use to grow, yet it’s often the hardest to get right. Your intake team picks up the phone every day with one goal in mind: convert a prospect into a client. What they say and how they
8 minutesLet’s be honest: when intake teams hear the words “call review,” the first emotion that surfaces usually isn’t excitement. It’s anxiety. Awkwardness. Maybe even dread. Because for most firms, call review training has been used as a reactionary tool, something that only happens after a mistake, a missed lead, or
7 minutesIt’s one thing to say you’re doing call reviews. It’s another thing to run them with precision, purpose, and consistency. Call reviews, when done right, are one of the highest-leverage tools in your intake leadership playbook. They sharpen skills, build confidence, reinforce your brand voice, and boost conversions. But too
6 minutesLet’s get straight to it: if you’re not regularly reviewing intake calls, you are not leading your law firm. Maybe you’re managing operations, overseeing marketing, or delivering outstanding results for clients. But authentic leadership starts at the beginning of your client journey. And the beginning is the call. The intake call
7 minutesWhen people hear the word “leadership,” they think of bold decisions and big-picture vision. Inspiring speeches. Strategic hires. But when it comes to leading an intake team in a law firm, authentic leadership looks a lot less glamorous and a lot more consistent. It looks like sitting down and listening
8 minutesThere’s a reason intake feels chaotic in so many law firms. You answer the phone when it rings, train the team when something goes wrong, and try to fix problems as they arise. It’s reactive. It’s inconsistent. And frankly, it’s not sustainable without a clear law firm intake discipline in
Copyright © 2024 KerriJames. All Rights Reserved.
Copyright © 2024 KerriJames. All Rights Reserved.
