Service 04 — Intake & Measurement
Intake that keeps conversations moving.
Marketing ends the moment someone reaches out. What happens in the next hour decides whether that inquiry becomes a client — and most firms have no record of what happened at all.
The problem
The inquiry arrives. Then it waits.
Forms land in a shared inbox. Calls go to voicemail during court. A promising message sits until the afternoon, by which point the person has spoken to two other firms.
Nobody is at fault — the firm is busy doing legal work. But without routing, follow-up, and a record of what happened, the same inquiries keep slipping and nobody can see it.
This is usually the cheapest place to improve results, and the most commonly skipped.
What the work includes
Forms and routing
Short forms that ask only what a first conversation needs, routed to the right person immediately.
Follow-up sequences
Automatic acknowledgements and reminders so an inquiry is never silently dropped.
Appointment workflows
Consultation scheduling that fits how the firm actually books time, with reminders that reduce no-shows.
Review requests
A polite, timed request at the right point in the matter, within the rules that apply to your jurisdiction.
Reporting
A regular view of inquiries, response time, consultations booked, and where conversations stalled.
Integration assessment
A review of what your intake and case-management systems can connect to, before anything is promised.
How it runs
A sequence you can follow.
- Step 1
Map what happens today
Every route an inquiry can take — phone, form, email, referral — and who currently handles each one.
- Step 2
Agree the standard
What counts as a qualified inquiry, who responds, and how quickly. Written down, so reporting means something.
- Step 3
Build the workflow
Forms, routing, acknowledgements, reminders, and scheduling configured and tested end to end.
- Step 4
Report and refine
Review the record each cycle: what came in, how fast it was answered, and where the process broke.
What we need from your firm
- A walkthrough of how inquiries are handled today
- Access to your current intake, CRM, or case-management system
- A named person responsible for first response
- Agreement on what makes an inquiry qualified for your firm
- Any client-communication or review rules that apply in your jurisdiction
How we measure it
- Response time to first contact
- Share of inquiries that received a reply at all
- Consultations booked and attended
- Signed clients reported by the firm
- Where in the sequence conversations stop
This reporting depends on your team recording outcomes. We build the workflow so it is as close to automatic as your systems allow, but some feedback has to come from the people doing the intake.
Questions about this service
Build a clearer path to your next client.
Tell us about your firm, your current marketing, and what you want to improve.
Request a marketing review