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For Forward-Thinking Law Firm Owners Ready to Optimize Intake

Know where to strike. Our signature legal intake audit gives you the data you need for a performance transformation.

Discover the Intake Audit Framework that’s helping firms boost client conversions and streamline operations in just weeks—without overhauling your entire system.
  • Get 100% actionable intel
  • Identify inefficiencies and lead leaks
  • Know where to redirect your team’s efforts
  • Convert more leads without increasing marketing spend
  • Troubleshoot barriers to growth
Book your audit
For Forward-Thinking Law Firm Owners Ready to Optimize Intake
Discover the Intake Audit Framework that’s helping firms boost client conversions and streamline operations in just weeks—without overhauling your entire system.
  • Convert more leads without increasing marketing spend
  • Free up your team’s time for high-value work
  • Scale your law firm without increasing work load
  • Make smarter, data-driven decisions that grow your bottom line
Get your audit
Know Where To Strike
Our signature legal intake audit gives you the data you need for a performance transformation.
  • Get 100% actionable intel
  • Identify inefficiencies and lead leaks
  • Know where to redirect your team’s efforts
  • Troubleshoot barriers to growth
Discover the Intake Audit Framework that’s helping firms boost client conversions and streamline operations in just weeks—without overhauling your entire system.
  • Convert more leads without increasing marketing spend
  • Free up your team’s time for high-value work
  • Scale your law firm without increasing work load
  • Make smarter, data-driven decisions that grow your bottom line
Book your audit
Introducing the Legal Intake Audit: Your Strategic Roadmap
We show you exactly:

Which intake processes to streamline first

How many new clients you could capture

Step-by-step plans for immediate improvements

Fast results from quick-win fixes

The Process is Simple
01
Book Your Intro Call
Determine if your firm qualifies.
02
Kick-Off Call
Outline project details and next steps.
03
Intake Assessment
Uncover inefficiencies and opportunities.
04
Results & Recommendations
Receive your custom roadmap.
05
Transform Your Process
(Optional) Partner with us for implementation.
Book the audit
Reserve Your Intake Audit
Speak with Kerri – a real expert who’s helped more than 100 law firms in 10 years.
(She’s a human, hence her limited availability.)
Book now to avoid a 30+ day wait!
Schedule Your Intake Audit
Proven Experience

Years of dedicated expertise helping law firms optimize their intake:

Significant increases in client conversion

Thousands of dollars saved in lead leakages

Countless hours saved on manual intake

ROI achieved in just 3-5 weeks of action

This is for you

If You’re a Law Firm Leader Looking To

Optimize your client intake process

Stay ahead with a modern, efficient system

Reduce manual, repetitive tasks

Make data-driven decisions that fuel growth

If You Are Here…

Your intake process may be:

Causing potential clients to slip away

Overwhelming your team with outdated manual steps

Lagging behind competitors who already streamline their intake

The Truth
Most law firms miss out on valuable clients—not due to a lack of expertise, marketing, or leads but because they don’t know where to start optimizing their intake process.
That’s exactly what this intake audit will do for you, give you a roadmap.
Schedule Your Consultation Now
What You Get with the Legal Intake Audit

Process & Opportunity Analysis

  • A detailed review of your intake funnel identifying 4-5 high-impact improvement areas.

Strategic Implementation Roadmap

  • A customized plan with clear actions and tech recommendations.

Quick-Win Process
Plan

  • Immediate fixes to boost efficiency and conversions.

ROI Estimation & Dashboard

  • Quantitative insights to track your success.
Expected Timeline

Quick Delivery

3-5 weeks to deliver your custom intake roadmap

Limited Availability

We accept only 8 audits per month—if you miss out, the next opening is 30+ days away

Why Choose Our Legal Intake Audit?

100% Done-for-You

Our team handles everything—you just review the findings.

Proven Methodology

Consistent, measurable results across law firms.

Optimize Without Extra Hires

Leverage your current team to drive change.

Clear, Actionable Plan

If we don’t identify at least 3 high-impact improvements with clear ROI, we’ll refund 100% of your money—no questions asked.

FAQs
What is a Legal Intake Audit?
A Legal Intake Audit is a thorough review of your client intake process. We evaluate every step—from initial inquiry to case conversion—to pinpoint inefficiencies and provide actionable recommendations. This helps you capture more leads and enhance the overall client experience.
By identifying bottlenecks and areas for improvement, our audit helps you streamline operations and boost client conversions. Many firms see significant improvements in efficiency and revenue, freeing your team to focus on high-value legal work.

Our process is simple and straightforward:

  • Intro Call: We assess your firm’s needs.
  • Kick-Off Call: We outline the project details.
  • Intake Assessment: We analyze your current process.
  • Results & Recommendations: We deliver a custom roadmap with clear next steps.
  • Optional Implementation: We can assist with putting these changes into action.
How Long Does the Audit Take?
Typically, the entire audit process takes between 3-5 weeks—from your initial call to the delivery of your custom roadmap—ensuring you see actionable results quickly.
While results vary by firm, many clients experience measurable improvements in conversion rates and operational efficiency within weeks. Our goal is to provide clear, quantifiable ROI so you know exactly where your investment is paying off.
Not at all. The recommendations we provide are designed for law firm owners and are easy to implement. Our team handles the complex analysis, giving you clear, actionable steps that require no specialized technical skills.
Download the First 2 Chapters of the Book for Free
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CONTACT

  • 303 West Broad Street #202, Richmond, VA 23220
  • (804) 258-6364
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