Intake case type overview guide
Learn how to provide your intake team with the information that’ll enable it to relate your prospects’ “unique” situations in a way that resonates.
- Ditch ineffective and robotic scripts
- Infuse more humanity into your intake calls
- Book more consultations without pushy sales tactics



Why you need this free guide
Move beyond the limitations of rigid intake scripts that can make your firm sound impersonal and robotic. Potential clients are seeking a human connection, especially during times of distress. When your intake team is confined to a script, it loses the ability to actively listen and empathize, which can create a disconnect from the very first interaction. Ditching the script is the first step toward transforming your intake process from a simple Q&A session into a powerful tool for building trust and rapport, ultimately leading to a higher booked consultation rate.
Empower your intake team to have organic, meaningful conversations that convert. By fostering a culture of genuine dialogue, you enable your team to better understand the nuances of each potential client’s situation. This approach allows for a more personalized experience, making callers feel heard and valued. An authentic conversation not only improves the client’s perception of your firm but also provides your intake specialists with the information they need to effectively qualify leads and schedule consultations with the right attorneys.
The key to confident, unscripted conversations is arming your intake team with the right information. When your team has a solid understanding of your firm’s various case types, they can guide conversations with expertise and assurance. This knowledge empowers them to answer questions accurately and confidently, positioning your firm as a capable and trustworthy choice. To help your team master this, we’ve developed a simple yet incredible effective resource.
By equipping your team with the facts, you transform its members from call handlers into knowledgeable resources. This shift in approach allows them to speak with authority and conviction, which is a crucial factor in a potential client’s decision-making process. When your intake team can confidently discuss the basics of a case type and how your firm can help, it builds immediate credibility and increases the likelihood of securing a booked consultation.
Ready to empower your team and boost your booked consultation rate? Take the first step by requesting our free Intake case type overview guide. This guide is designed to show you how to provide your team with the foundational knowledge they need to move beyond scripts and have the organic, fact-based conversations that win clients. Submit the form below to get your free copy today and start transforming your firm’s intake process.



Streamline your intake for every case type. Get the free guide now.
Submit to get the free guide for turning more callers into clients.