Work With Me
I help law firms sign more of the prospective clients they're already getting—without spending more on marketing.
We start by digging in.
The first four weeks are designed to give us a thorough understanding of your intake process while making practical improvements along the way.
Week 1 — The Big Picture
We begin with a bird's-eye assessment of your current intake process, identify the most important friction points, and determine what needs our attention first.
Week 2 — The Chase
We take a closer look at everything that happens from initial contact through the consultation or quote, while continuing to implement and measure the improvements we've already identified.
Week 3 — The Follow-Up
We examine what happens after the consultation or quote until the prospective client either hires you or doesn't—including whether you're tracking and learning why they didn't.
Week 4 — The Consultation
After I've had three weeks to understand your firm, your attorneys, and what sets you apart, we focus on the consultation itself and develop a framework that helps your attorneys build trust, demonstrate value, and make hiring easier.
Ongoing Engagement
Applying the same methodology we used during the first four weeks, we continue to assess, adjust, analyze, and repeat on a less intensive schedule.
Who this is for
Firms already investing in getting prospective clients to the door.
Firms where qualified prospects disappear—and nobody knows why.
Firms that want a repeatable intake process their team can actually use.
Investment
An Investment Designed to Pay for Itself
For many firms, getting started with HD Intake Solutions costs about the value of one average new case.
If improving your intake helps your firm convert even one opportunity that would otherwise have been lost, the initial investment may have already paid for itself.
Schedule a Conversation to talk about your firm's intake process and whether working together makes sense.