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:

Game Day Cards
Three quick-reference cards for pre-consult, attorney consultation, and post-consult follow-up. Each one gives your team the exact framework and scripts to use on the call, plus a scoring checklist for whoever’s evaluating performance.
Lead-to-Revenue Calculator
See what a single fix to your intake is actually worth. Plug in your numbers and watch the impact on booked consults, hires, and revenue.
Comprehension Test
A 45-question exam with an answer key and scoring guide, built to confirm your team actually absorbed the playbook, not just skimmed it.
The 90-Day Rollout Plan
A week-by-week install guide that turns the playbook into action: find the leaks, fix them, then test and tune until the new system holds on its own.
The Follow-Up Playbook
The Rule of 9 system for winning back consultations that didn’t close on the spot, with call, text, and email scripts for all 14 days.
Objection Handling Guide
Word-for-word responses to the objections your team hears most, before, during, and after the consult.

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