Turn First Impressions Into
Signed Retainers
Rebuild the intake process so consultations end in signed retainers. In 90 days.
Learn MoreFix the #1 Reason Law Firms Lose Money:
Higher Conversion Rates
One family law firm went from converting 40% of consultations to 70%. In 90 days.
Confidence in Sales Conversations
Stop dreading the fee conversation.
Executive Presence
The presence that makes a prospect stop shopping.
You're Getting Consultations—But Half Don't Convert
The calls are coming in. Prospects are booking time. But then they "need to think about it," choose a competitor, or go silent.
Here's what's really happening:
- Your consultation feels like a deposition, not a conversation
- Prospects leave unclear about next steps
- Fee discussions create awkward tension
- Each team member handles intake differently
- You already paid to book every consultation you don't convert
The Complete Intake Mastery System
Intake Audit & Assessment
- Complete intake process audit and gap analysis
- Current messaging and positioning review
- Staff performance assessment and skill evaluation
Messaging & Content Development
- Updated consultation conversation frameworks
- Revised messaging aligned with your positioning
- Content recommendations for confidence-building
Executive Presence & Sales Training
- Executive presence training for all client-facing staff
- Relationship-based sales training for legal professionals
- Role-playing with real scenarios and feedback
Process Design & Implementation
- New intake process design and mapping
- Performance tracking systems
- Team implementation
Taught by a Legal Sales Expert Who's Actually Practiced Law
- Built a three-location family law firm from zero
- 20+ years marketing leadership
- Worked with American Heart Association & American Cancer Society
- Sold $40M in residential real estate in three years, as a realtor
- $2M+ in additional first-year revenue across client firms
What's Included? Everything You Need for Intake Mastery
Core Training Components
- 90 days of intake rebuild, start to finish
- Consultation conversation templates for all practice areas
- Objection handling scripts and frameworks
- Fee presentation and discussion guides
- Role-playing sessions with feedback
- Success tracking spreadsheets and metrics
Bonus Resources
- Email templates for follow-up sequences
- Intake forms optimized for conversion
- Client onboarding process templates
- 90-day follow-up strategy session
Support & Guarantee
- Email support throughout 90-day program
- Practice area-specific customization
FAQs: Questions Law Firms Ask Before Getting Started
Is this 'sales training' or something different?
It's sales training. I'm not going to dress that up. What it isn't is pressure tactics — a consultation ends in advice, and advice is what your team already knows how to give. We make sure it lands.
Can my team participate too?
Yes. Up to three team members are included, so intake stops depending on who picks up the phone.
Will this work for my practice area?
Yes. A family law consultation and a PI consultation aren't the same conversation, so we build your scripts around the cases you actually take.
What if I don't see results?
Finish the program. If your consultation conversion rate hasn't moved, we keep working at no charge for another 30 days.
What if I'm not comfortable with 'selling'?
Good. Most attorneys aren't. I spent years thinking my problem was marketing — it was the consultation. You don't need to become a salesperson. You need a structure for the conversation you're already having.
How long will it take to see results?
Most firms feel the difference within two weeks. Measurable conversion increases typically show by week three, and the full system is in place by the end of the 90 days. What you build keeps working after that.
Ready to Stop Losing Consultations You Should Win?
The firms that fixed intake stopped wondering why good prospects went quiet.
Get Started Today