RESET: everything you need to jumpstart your firm's success

The Reset experience is ideal for client-based businesses looking to pinpoint why consults aren’t being booked and cases aren’t being signed and work toward turning things around.

  • Level-up data collection
  • 1 conversion analysis/mo
  • Basic process creation
A professional male intake specialist wearing a headset sits at his desk, attentively engaging with a potential client on his laptop. He has a positive, focused expression, representing an efficient and successful law firm client intake process implemented by Firm Heartbeat.

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 40 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.

Monthly conversion analysis

See constant growth with monthly 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.

Basic process creation

Get expert assistance developing basic internal processes to assist firm-wide operations.

  • 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

A professional, eye-level photograph captures a warm interaction between two men in a business consultation. The focus is on a smiling Black man with a neat beard and short hair, dressed in a dark blue suit jacket over a light blue dress shirt. He leans forward slightly, his expression open and friendly as he engages with the person across from him. In the blurred foreground, the back and shoulder of a white man with light brown hair are visible. The setting is a contemporary office or co-working space, with soft lighting and an out-of-focus background, emphasizing the positive and collaborative atmosphere of the meeting.

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.