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
Running Conflict Checks at Intake
Collect names first, facts second. A practical guide to running conflict checks at intake without hearing things you can't unhear.
Phone Intake vs. Online Intake Forms
Forms are tidy and cheap. Phone calls book consults. Here's when each one works for a small law firm and how to use both without losing leads.
Law Firm Intake Checklist Template
A copy-and-paste intake checklist for small law firms, organized by stage, from the first ring to the signed retainer.
After-Hours Intake Best Practices for Law Firms
The calls that come in after five aren't overflow. Here's what good after-hours intake looks like and where small firms lose these callers.
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