About

I don't just teach intake. I do it every day.
I've spent more than 20 years in sales and nearly a decade working in legal intake.
Throughout that time, I've continually studied sales methodology and buyer psychology—reading, training, learning from others in the industry, and testing those ideas against what I see in real conversations every day.
During that time, I've helped build intake systems, develop CRM workflows, coach intake teams, train attorneys, improve consultation strategies, and analyze thousands of conversations between law firms and prospective clients.
But I'm not teaching something I used to do.
I'm still doing it.
I work in legal intake every day, which means the ideas I bring to your firm aren't theories developed in a conference room. They're lessons learned and tested through real conversations with real prospective clients.
That's why I started HD Intake Solutions.
I've seen firsthand what works, what doesn't, and how seemingly small changes can make it easier—or harder—for someone to hire a law firm.
I started HD Intake Solutions because I believe the lessons I've learned in the trenches can help other firms build better intake processes, have better conversations, and ultimately create a better experience for the people who call them looking for help.
