Free intake audit for law firms

Ten minutes of questions about how new clients reach you. Within 24 hours you get a written audit from [email protected]:

the staff hours and dollars your firm could get back each week (an estimate, with its assumptions)
the top 3 fixes, ranked by hours
a fixed quote for the sprint

We don't need access to your systems or any client information. Please leave client names and case details out of your answers. Optional fields are marked. How your answers are handled.

Your firm

Firm name

Firm website

State(s) where the firm practices

Attorneys

Paralegals and legal assistants

Front desk and intake staff (people who answer new calls)

Who handles most new inquiries today?

New inquiries in a typical month (rough numbers are fine)

New-client phone calls

Web form inquiries

Website chat inquiries (optional)

Referrals and emails from people who need a lawyer (optional)

Consultations booked

New matters opened (signed clients)

Average fee per new matter (flat fee, or typical total billed) (optional)

Booked consultations that don't show

How soon does a web or after-hours inquiry usually get a first reply?

If a new inquiry doesn't book, how many times does someone follow up?

How are consultation reminders sent today?

How intake works today

Walk us through what happens from a new call or web form to a signed engagement letter. Who does each step?

Roles and steps only. Please don't include client names or case details.

Staff minutes per new matter on intake and data entry

Typing intake answers into your systems, entering names for the conflict check, opening the matter.

Staff minutes per new matter to prepare the engagement letter and get it signed

Including the follow-ups it takes to get the signature back.

Staff minutes per new matter re-typing client details into documents and forms (optional)

In your own words: what admin work eats the most staff hours each week?

Please don't include client names or case details.

Your tools

Practice-management system

Intake or lead-management tool

Email and office suite

How engagement letters get signed

Hourly costs (optional: skip them and we use published wage data for law firms)

Loaded hourly cost of front desk and intake staff (optional)

Pay plus payroll taxes and benefits, per hour worked. Not a billing rate.

Loaded hourly cost of paralegals and legal assistants (optional)

Loaded hourly cost of an attorney (cost, not billing rate) (optional)

Contact

Your name

Your role

Work email

Want a 20-minute call to go over the audit? (optional)

What made you fill this in? (optional)

A line is plenty. It helps us explain the audit better to other firms.

Your audit arrives within 24 hours from [email protected].

Free intake audit for law firms

Some answers need fixing

Your firm

New inquiries in a typical month (rough numbers are fine)

How intake works today

Your tools

Hourly costs (optional: skip them and we use published wage data for law firms)

Contact