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
Scheduling Consultations with Callers Across Time Zones
Immigration firms book clients and family members in other states and countries. Here's how to stop losing consults to time zone mix-ups.
Intake for Asylum Consultations
Asylum callers often carry trauma and a filing deadline at the same time. Here's how to run intake that's careful, private and gets the key dates right.
Triaging Deadline-Driven Calls (RFEs and NTAs)
A caller holding an RFE or a Notice to Appear can't wait in the normal consult queue. Here's a simple triage system for deadline-driven immigration calls.
Screening Family-Based vs. Employment-Based Immigration Leads
Family-based and employment-based callers need different questions, decision makers and follow-up. Here's how to sort them on the first call.
Intake Checklist for Removal Defense Calls
A removal defense call can't be handled like a routine inquiry. Here's a practical checklist for what to capture, what to escalate and what never to say.
Best CRM for Immigration Law Firms
Immigration intake means hard deadlines, callers in many languages and families with more than one person involved. Here's what a CRM has to handle.
Multilingual Intake for Immigration Law Firms
Many immigration callers are more comfortable in another language. Here's how small firms can run accurate, private intake without a big bilingual team.
One short note on intake, straight to your inbox.
Practical, lawyer to lawyer, and quick to read. Unsubscribe anytime.
Rather have it done for you?
IntakeGenius runs your intake so you can get back to practicing law.