ELEVATE: take your firm to the next level with speed

The Elevate experience is ideal for client-based businesses looking to determine why intake and sales is failing and implement time-tested solutions.

  • Premium data collection
  • 2 conversion analyses/mo
  • Complex process creation
A skilled female intake specialist for a law firm, actively listening and smiling while engaging with a potential client on her headset in a modern office. Her professional demeanor and readiness to capture information exemplify the expert communication skills developed through the Firm Heartbeat experience.

Included in this experience

A Firm Heartbeat consultant and a law firm partner collaboratively reviewing a data report with charts and graphs. The report, showing key performance indicators for the firm's intake, represents our commitment to data analysis, measurable results, and continuous strategic improvement.

Solid data collection

Receive a custom dashboard to track 60 critical metrics to better understand your law firm.

  • Collect data using a proven method
  • Instantly see the metrics that matter
  • Understand your team's deficiencies
  • Receive consistent firm-wide feedback
A business professional's hand holding a blue pen and pointing to a colorful bar chart on a conversion analysis report. This image represents the data-driven insights and measurable results that the Firm Heartbeat experience provides to law firms to track intake performance and guide strategic growth.

2 conversion analyses/mo

See constant growth bi-weekly conversion analyses designed to inform firm-wide trainings.

  • Deep-dive on your intake and sales process
  • Understand your team's strengths and weaknesses
  • Inform critical conversations and firm-wide trainings
A strategic workspace illustrating the Firm Heartbeat experience in action. A notebook with a hand-drawn flowchart is used to diagnose and map a law firm's current intake process, while a tablet beside it displays the final, polished presentation of the new, repaired system. This represents our hands-on approach to process design and implementation.

Premium process creation

Get premium internal processes created for you to assist firm-wide operations and scalability.
  • Develop critical intake processes
  • Create much-needed sales processes
  • Implement processes that build a culture of excellence

Benefits for your business

Improve your intake team's ability to book consultations

Address and qualify all leads properly and in a timely manner

Easily duplicate favorable results across all team members

Significantly improve firm-wide staff morale and participation

Increase revenue while serving more clients than ever

Keep your inbox empty with the skills necessary to make a difference

Two male attorneys in a serious, private conversation within a classic, wood-paneled law office. The concerned and attentive expression on the man in focus, a Black attorney in a tweed suit, represents the moment firm leadership confronts a critical business challenge, such as a failing intake and sales process, which the Firm Heartbeat experience is designed to solve.

Schedule your commitment-free discovery call today!

Get in touch and we’ll reach out to schedule an informal chat to discuss your business, struggles, and goals.