The Retainer.
Running a firm like a business.
Field notes on intake, follow-up and the business side of a small law firm. Written by a practicing attorney who has run an intake desk, for the people who run theirs.
Latest posts
AI Intake vs. an In-House Intake Coordinator
A great intake coordinator is hard to replace. A single coordinator is also hard to rely on around the clock. Here's how to split the job well.
Can AI Handle Distressed Callers?
AI can stay calm and consistent with upset callers at any hour. It can't replace a person on safety calls. Here's where the line belongs.
Hybrid AI and Human Intake for Law Firms
You don't have to pick between AI and people. How a hybrid intake setup splits the work, three common models and how to keep the handoffs clean.
AI Receptionist vs. Answering Service for Law Firms
Answering services bring real people. AI receptionists bring full intake at any hour. A fair comparison for small firms deciding who picks up.
When Callers Need a Person: Where AI Intake Stops
AI intake can answer every call and book the consult. It shouldn't give advice, handle safety calls alone or argue with someone who wants a person.
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