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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.The only audit you need to transform your law firm intake services.
  • 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

Everything you need to know for law firm efficiency training

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.

06

(Optional) Get tailored client intake training
for law firms that want growth.

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
12 years of dedicated expertise legal intake coaching:

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 Leader Looking For

If You’re a Law Firm Leader Looking To

Intake optimization for law firms

Another look on your legal intake services

Law firm marketing and intake strategies

Make data-driven decisions that fuel growth

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

Slow due to a weak or nonexistent legal intake management system

Lagging behind competitors who already streamlined 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 how to transform your law firm intake services.
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 actionable law firm marketing and intake strategies.

Quick-Win Process
Plan

  • Immediate fixes for intake optimization for law firms.

ROI Estimation & Dashboard

  • Quantitative insights to track your success.
Expected Timeline

Quick Delivery

3-5 weeks to deliver your custom roadmap to transform with professional legal intake services

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. Need a legal intake management system, legal intake coaching, client intake training for law firms? We handle it all.

Proven Methodology

Consistent, measurable results across all law firm intake services we trouble-shoot.

Optimize Without Extra Hires

Leverage your current team to drive change. No-bloat legal intake management system made possible.

Clear, Efficient and Actionable

Act on the law firm marketing and intake strategies without depending on legal intake coaching or rebuilding your from scratch.

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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