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    • Intake
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    • Leadership
    • Attorney Soft Skills
  • Level Up Research
    • 2026 AI Research
    • 2025 State of the Market
  • Meet Our Founder & Coach
  • Book a Call with Brooke
  • Intake Assessment
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  • Intake Protection
  • Join Our Team

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The course will be taught by CEO & Lead Coach Brooke Birkey.

Brooke was an intake manager for a personal injury firm and is bringing her emotional intelligence (EQ) approach to the table in teaching this series.


This training is geared toward small law firms with intake staff in dual roles, or teams that have gone through a private bootcamp and need to train their newest team member.


Our certificate course is a comprehensive option for training your intake team in an open enrollment environment with other intake specialists. We will start with an orientation and introduce some tools you can use to get your intake in shape even before the classes start. 


In a Zoom classroom once a week we will cover everything from call handling to closing and spend plenty of time on complex topics like psychology of sales.


Team members will be graded on participation and completion of homework. Those who get a passing grade for the course will receive a certificate from our program.


First class is on September 8th at 3 p.m. Don't delay! Registration closes on 8/31.


Have Questions?

Schedule a meeting with Brooke Birkey. 


Ready to Enroll? 

Click here to pay & Save your seat

Check Out Our Certificate Course Schedule

Week 1: Greeting, engagement, and orientation

Week  2: Tonality & constructive communication 

Week 3: Emotional intelligence and the psychology of sales

Week 4: The essential intake

Week 5: Balancing case criteria

Week 6: The value-based sale

Week 7: Closing with confidence & authority

Week 8: Persistent, Consistent & Date Certain Follow Up.

BONUS!

FOR ENROLLED LAW FIRMS WE ARE OFFERING PRELIMINARY COACHING ON INTAKE SYSTEMS DURING OUR ORIENTATION ON 9/1. WE ARE PARTNERING WITH SMITH AI AND INTAKER TO BRING YOU SOME GREAT INTAKE PRODUCTS AND SERVICES AT A DISCOUNTED RATE.

Time to Take Action

Sign Up todayschedule an info meeting with Brooke
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Level Up Law Firm Business Coaching

2304 Clifford Street, Fort Myers, FL, 33901

239-224-8741

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