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
Converting Family Law Consultations into Retainers
A booked consult isn't a client. Here's where family law firms lose people between the consult and the signed retainer, and how to close the gap.
Screening Contested vs. Uncontested Divorce Leads
Callers often say their divorce is uncontested when it isn't. Here are the intake questions that sort divorce leads before the consult.
Safe Intake for Domestic Violence Callers: Callback and Screening Protocols
When a caller may be in an abusive relationship, a careless callback or reminder text can put them at risk. Here's a safe intake protocol for small firms.
How to Handle Emotional Callers at a Family Law Firm
Crying, angry or panicked callers are part of family law. Here's how intake can stay calm, get the facts and book the consult without giving advice.
Custody and Child Support Intake Questions Checklist
A copy-and-use checklist of custody and child support intake questions, plus the script lines that keep a worried parent calm and on track.
Best CRM for Family Law Firms
Family law intake has safety, conflict and emotional stakes most CRMs ignore. Here's what to look for before you pick one.
Intake Script for Divorce Consultations
A word-for-word divorce intake script your team can use today, from the first hello to a booked consult, without ever giving legal advice.
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