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We Help Lawyers Make More, Lose Less, and Live Better Lives.

At Level Up Law Firm Business Coaching, we help law firms unlock new revenue streams and protect their profits by focusing on two critical areas: gaining revenue through an optimized intake process and reducing opportunity costs through improved operational efficiency.


A strong intake process is more than just gathering client details—it’s a powerful opportunity to convert leads into paying clients. With a well-trained intake team that uses emotional intelligence, empathy, and proven sales techniques, law firms can boost conversion rates and drive revenue from the very first interaction.


But the real key to long-term success is reducing opportunity costs—those hidden losses that come from inefficiency or missed leads. When calls aren’t handled properly, clients slip through the cracks, and those missed opportunities continue to impact a firm’s profitability over time.


Led by Brooke Birkey, whose extensive experience in law firms includes roles from receptionist to intake specialist, case manager, marketing director, and staff manager, Level Up brings a deep understanding of how critical the intake process is for law firm success. Brooke’s hands-on experience in these roles enables Level Up to offer tailored solutions that directly address the common pitfalls that lead to lost revenue and wasted opportunities.


By improving intake performance and streamlining operations, Level Up Law Firm Business Coaching helps law firms capture more revenue and protect their profits from the cost of inefficiencies.

How We Can Help You Transform Your Business

Recruiting: We Handle the Search, You Get the Best Talent

We simplify recruiting by combining our expertise in emotional intelligence with years of experience coaching legal professionals. We don’t just find candidates with the right technical skills—we focus on those who can engage with clients, build strong relationships, and thrive within your team. Leveraging our deep knowledge of intake, case management, and legal roles, as well as Brooke Birkey’s personal experience in these areas, we ensure you get the best-fit candidates.

Intake/Sales Coaching: Master the First Step in Client Engagement with EQ.

Your sales team is the first point of contact for potential clients, and their interactions set the tone for the entire relationship. Our coaching goes beyond asking questions to teach your team how to qualify leads, build rapport, and guide clients through the process with empathy, emotional intelligence (EQ), and efficiency. We help your team understand emotions, read cues, and respond in a way that fosters trust and connection—ensuring a seamless, client-centered experience that stands out!

Elevating Legal Teams: Empathy, Client Communications & Time Management

Take control of your time and client interactions. Our coaching helps you:

  • Prioritize What Matters: Focus on high-impact tasks that drive results.
  • Time Blocking: Structure your day with intentional blocks of time to boost productivity and reduce stress.
  • Stay Focused: Eliminate multitasking and stay present with clients and key tasks.
  • Set Boundaries: Protect your time with clear boundaries to avoid burnout and maintain balance.
  • Follow Through: Ensure consistent, high-quality communication and results.

Interdepartmental Alignment

Success in any organization requires alignment between departments. Our interdepartmental alignment services focus on fostering communication and collaboration across teams to create a cohesive, unified approach to client service, operational efficiency, and business growth. By applying systems theory, we help organizations break down silos and create a streamlined, customer-centric experience.

Leadership Development

Great leaders inspire great teams. Our leadership development programs are designed to enhance the emotional intelligence, decision-making, and conflict resolution skills of your leadership team. With a focus on systems theory, we ensure your leaders are equipped to build a culture of collaboration, accountability, and long-term success.

Tracking

We provide long-term tracking of performance metrics to help your team drive sustainable growth and continuous improvement. By consistently monitoring key indicators, we help you identify trends, uncover areas for enhancement, and make informed decisions that align with your business goals. 

book a diagnostic with brooke birkey

What Does a Diagnostic Entail?

  • You’ll get 30 minutes of focused, one-on-one time with Founder and Coach Brooke Birkey.
  • Brooke will ask targeted questions about your business and create a personalized training plan for your team.
  • You’ll leave with actionable insights on how to elevate your client experience and learn how we can work together to make it happen.

Book Now
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Level Up Law Firm Business Coaching

2058 Cottage St., Fort Myers, FL 33901

239-224-8741

Copyright © 2025 Level Up Law Firm Business Coaching - All Rights Reserved.

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