Turn Intake Theory Into Action. Start Here.

You’ve read The Law Firm Intake Playbook. Now it’s time to make it real. This page gives you everything you need to train your team, test their skills, and refine your process, all in one place.

Why This Matters

Reading the book is step one. Implementing the system is where the results happen. We’ve built these resources to remove guesswork and make execution effortless. Whether you’re training a new intake team or leveling up your current process, these tools will help you convert more consultations into paying clients.

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DIY: Install the System Yourself

Free resources for immigration and family law firm owners who are ready to implement now.

The Law Firm Intake Performance System was built to be installed, not just understood. If you’re the kind of owner who wants to roll up your sleeves and get to work, this kit gives you everything you need to do exactly that.

Download the free Installation Kit and put the system in place at your own pace, on your own terms.

What’s included:

Lead-to-Revenue Calculator — See exactly how much revenue your current intake process is leaving on the table
Comprehension Tests — Multiple-choice quiz and open-question test with answer key and grading rubric to assess your team’s baseline
90-Day Installation Guide — A step-by-step rollout plan so nothing gets skipped
Objection Handling Guide — Pre-consult, during consult, and post-consult strategies your team can use immediately
Pre and Post-Consult Script Template Pack — Reminder workflows, call scripts, and email and text templates for every stage
Staff Warm-Up Checklist — A PDF designed to prepare your team before they engage with a potential new client
Video Tutorials — Step-by-step guidance from the authors to make implementation straightforward

DFY: The Law Firm Performance System Installation

A structured, guided program that installs the full intake system inside your firm, piece by piece, with your team.

The free kit tells you what to build. The course builds it with you.

The Law Firm Intake Performance System is a certification program designed specifically for immigration and family law firms. Over 15-20 sessions, your intake team and leadership go through every layer of the system together: speed standards, phone flow, KPIs, triage, scripts, objection handling, confirmations, post-consult follow-up, quality assurance, and more.

Every lesson produces a real deliverable. By the time your team earns their certification, your intake system is not a theory sitting in a book. It is installed, operating, and measurable.

The revenue case: Intake is the only part of your firm that touches every potential client before they become one. A 10 to 15% improvement in your booking rate, show rate, or close rate does not just move a metric. It moves your monthly revenue, without buying a single additional lead. Firms that install a structured intake system consistently convert more of the leads they already have.

What the course delivers:

A fully installed intake system, built by your team during the program
Certified intake staff who know the standards, own the process, and execute consistently
A weekly KPI scorecard your leadership team can actually use
Scripts, templates, checklists, and workflows customized for your firm
The confidence that your intake process works, even when you are not in the room