TRANSFORM: everything you need to completely overhaul and repair your firm at light speed

The Transform experience is ideal for client-based businesses committed to swiftly resolving critical intake and sales issues and scaling rapidly.

  • Premium data collection
  • 4 conversion analyses/mo
  • Complex process creation
  • Intake transformation
  • Sales process reset
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.

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.

Premium data collection

Receive a custom dashboard to track over 140 critical metrics to spot issues with precision.

  • 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.

4 conversion analyses/mo

See constant growth with 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.

Complex process creation

Get expert creation of complex internal processes to assist firm-wide operations and scalability.

  • Develop critical intake processes
  • Create much-needed sales processes
  • Implement processes that build a culture of excellence
A focused female intake specialist for a law firm, wearing a headset and concentrating on her computer screen in a modern, structured office environment. Her diligent focus represents the disciplined, process-driven intake and sales system installed by the Firm Heartbeat experience to ensure consistent results.

Intake transformation

Receive weekly intake training informed by data collection and conversion analyses.

  • Call evaluation and issue spotting
  • Process analysis and development
  • Trainings informed by data and feedback
  • Issue spotting and correction
A professional Black female sales specialist for a law firm, intently listening on a phone call while taking meticulous notes at her modern desk. Her focused execution represents the elite skill set and disciplined process installed by the Firm Heartbeat experience to maximize client conversion.

Sales process reset

Receive weekly sales training informed by data collection and conversion analyses.

  • Call evaluation and issue spotting
  • Process analysis and development​
  • Trainings informed by data and feedback​
  • Issue spotting and correction​
Two confident female attorneys, one Asian and one Caucasian, walk and collaborate in their modern law office. Their positive and focused demeanor represents firm leadership that is free to practice law effectively after optimizing their intake and sales process with the Firm Heartbeat experience.

Culture improvement

Benefit from firm-wide culture improvements as everyone rallies around your firm’s revenue engine.

  • Happier and more productive staff
  • Easier to manage and maintain morale
  • Improved collaboration and participation
  • Achieve your goals with unlimited growth

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 trained law firm consultation specialist, smiling warmly while conducting a professional in-person meeting with a potential new client in a bright conference room. This represents the dedicated specialist role created by the Firm Heartbeat experience to streamline and professionalize the final stages of the client sales journey.

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.