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
Urgent Calls: Wage Garnishment and Creditor Harassment
A garnishment, a sale date or a lawsuit changes everything about a bankruptcy call. Here's what intake captures, how to escalate and what to leave to the attorney.
Collecting Debt Information by Phone and SMS
Bankruptcy consults go better when the debt picture arrives first. Here's what to ask on the phone, what to request by text and what never to send by SMS.
Handling Fee Questions from Price-Sensitive Callers
"How much does it cost?" is often the first thing a bankruptcy caller asks. Here's how intake answers honestly without quoting or negotiating.
Best CRM for Bankruptcy Law Firms
Bankruptcy intake is a volume game with a long paper chase after the consult. Here's what a bankruptcy firm needs from its CRM.
Managing High-Volume Ad-Driven Bankruptcy Leads
Bankruptcy ads can bury a small intake desk. Here's how to answer every lead, sort them fast and keep the good ones from slipping away.
Chapter 7 vs. Chapter 13 Intake Questions
Intake doesn't pick the chapter. It asks the questions that help the attorney pick it. Here's the question set, and why each one matters.
Means-Test Screening at Intake
Intake can't run the means test, but it can collect what the attorney needs to run it. Here's what to ask and what never to say.
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