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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What You’ll Get (Intake System Installation Kit Download)

Lead-to-Revenue Calculator:
- Discover how intake performance impacts your bottom line, and how small improvements unlock thousands in revenue
Testing for Comprehension on The Law Firm Intake Playbook:
- Multiple-choice quiz with answer key
- Open-question test with grading rubric
Installation Guide:
- 90 Day Rollout
Objection Handling Guide:
- Pre-consult, during consult, and post-consult strategies
Pre and Post Consult Workflow + Script Template Pack:
- Pre Consultation reminder workflow and email and text scripts
- Post Consultation 16-day workflow call, email and text scripts
Checklists and More:
- PDF designed to “warm up” staff before engaging with PNCs
Video Tutorials:
- Step-by-step guidance from the authors to make implementation simple