Your intake process is either your biggest revenue engine — or your biggest leak.
Most law firms don’t realize how many leads they’re losing until someone shows them the data. Prospects who called and weren’t followed up with. Retainer agreements that took too long to sign. Intake staff who didn’t know how to identify and close an ideal client. RJH Consulting’s intake analysis and coaching service puts a spotlight on every stage of your intake process — from the first call to the signed retainer — and builds the systems, scripts, and training that turn your intake department into a consistent, high-converting revenue engine.
What We Do:
- Intake Audit & Call Review — We analyze your current intake operations, review recorded calls, assess intake stats, and identify exactly where leads are falling through the cracks.
- Lead Tracking & Workflow Redesign — We implement lead tracking systems, improve workflow efficiency, and create scripts tailored to your ideal client profile.
- Weekly Intake Training Sessions — We lead weekly training meetings with your intake team, reviewing calls, coaching on best practices, and building a culture of continuous improvement.
- Intake Staff Assessment & Hiring Guidance — We interview existing team members to assess fit for the intake specialist role and help develop job descriptions with clear KPIs.
- Departmental KPI Reporting — We set up reporting systems so your intake team is accountable to partners and leadership with clear, consistent metrics.
- Case Referral System Setup — We help you build a structured referral and fee-tracking system to maximize the value of every lead your firm receives.
- Marketing Alignment Review — We assess whether your current marketing is attracting the right clients and provide custom strategies when it isn’t.