Transform Your Legal Intake Process Into a Competitive Advantage

Did you know a single missed client opportunity could cost your firm $5,000 in potential revenue? If your intake process isn’t performing at its best, those missed cases can add up fast. For example:

• 1 missed case per day = $5,000
• Over a week = $35,000
• Over a year = $1.8 MILLION in lost revenue!

Every call matters. Strengthening your intake process could be the difference between losing revenue and thriving growth. Don't let avoidable mistakes cost your firm thousands. Invest in a secret shop today and take control of your firm’s success.

In the fast-paced legal industry, intake is no longer just about collecting client details—it’s a critical part of your firm's success. Your intake team must go beyond basic tasks to engage potential clients with empathy, emotional intelligence, and proven sales techniques.

Through our secret shops, we’ve uncovered common mistakes that can cost law firms valuable opportunities, including:

• Bored or Flat Tonality: Leaving callers feeling unimportant and undervalued.
• Poor Phone Handling Skills: Struggling to control or guide the conversation effectively.
• Lack of Empathy: Missing the chance to reassure clients they’ve called the right firm.
• Delayed Information Gathering: Waiting until the end of the call to collect contact details, risking missed follow-ups.

Clients today value their experience with your firm just as much as the legal services you provide. Your intake process is the foundation of trust, and a weak first impression could hurt your chances of conversion.

Is Your Intake Team Maximizing Every Opportunity?

A secret shop can help you uncover gaps and transform your client intake process.

Here’s What You’ll Receive:

• A Recorded Secret Shop: Conducted by an experienced sales coach, capturing real-time performance.
• Actionable Insights: A detailed debrief pinpointing areas for improvement, from tonality to empathy.
• Tailored Training Recommendations: Customized strategies to enhance your team’s engagement and boost conversion rates.

Don’t let these common pitfalls hold your firm back. Turn every client interaction into a success story.

Schedule your secret shop today and see how your intake team measures up.