Five-star firms need Five-star intake training.
We aren’t selling magic solutions. There is no secret to intake excellence and we aren’t like other coaches and gurus.
We have been part of intake teams, we have designed them, and we have experienced them in action.
We know one sized ‘best practices’ do not fit all.
We figure out what you need, based on your goals, and we get there together.
The best intake teams blend empathy, efficiency, and institutional knowledge. Empathy signs more clients and solves more problems.
Maximizing the potential of your intake involves learning fundamental service-sales skills + honing tailored-to-you tactics, together.
Intake sales + service training
Clients sign up when they trust your team.
Intake is the voice of your firm: it can welcome new clients or scare them away.
Lawyers and staff need sales and service acumen.
The voice of your firm should not sound like every other law firm out there.
Discover your firm’s intake identity and develop rock star habits.
Make people happy & Sign more clients.
Explore the nooks and crannies of your sales process and learn how to apply empathy to the client experience.
Custom individual, team, and firm integration trainings available.
Free custom discovery call → learn the Top 3 Things your team can do today.
Systems engineering + Harmonization
Law firm intake is congested with systems and KPIs.
Whose “best practices” are your best practices?
You might feel like you aren’t getting everything you should be out of your CRM or tech stack, or that your client pipeline has a hole. Or, is there a better phone system? Are we even texting clients?
Let’s look at the bird’s eye view: An audit of your tech & process, the data you collect & assess, and how it all relates to your firm’s growth and client experience goals.
Let’s orient around the results you want.
Never had an intake staff member?
Awesome advocates don’t have to do it all alone.
Sometimes it makes sense to do your own intakes. Many times, it does not. No matter your set up, or what you think it could become, one size does not fit all.
We can help if you are considering taking intake off your plate.
Maximize Advising 