Intake Revenue Audit
Find where qualified leads lose momentum before they reach the right person.
In 30 minutes, we map one intake path and isolate the delay most likely to cost signed cases. No generic AI demo and no obligation to buy. You leave with a concrete starting point, even when the right answer is to fix the process before adding technology.
What you leave with
A decision, not another software shortlist.
A visible intake baseline
Establish how long leads wait, where handoffs break, and which follow-up steps depend on staff memory.
A prioritized revenue leak
Identify the one delay most likely to cost qualified opportunities: after-hours capture, human escalation, follow-up, or retainer completion.
A bounded first workflow
Define what to automate, what must remain human, which systems are involved, and how improvement will be measured.
The conversation
Bring one real intake path.
A recent missed lead or delayed handoff is more useful than a deck. We follow the inquiry from arrival to human contact and final disposition.
How inquiries enter the firm across calls, forms, chat, email, and referrals
Time from inquiry to meaningful human contact
How urgent or competitive matters reach a lawyer or intake closer
What happens after the first unsuccessful contact attempt
How retainers, signatures, and final case acceptance are tracked
Book the audit
Choose a 30-minute time.
Weekday appointments are shown in Pacific Time. Tell us which part of intake you want to examine, and we will come prepared.