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
Follow-Up Sequence for Probate Leads
Probate callers often aren't ready on day one. A patient, respectful follow-up sequence keeps your firm in the picture without pushing a grieving family.
Intake When Multiple Heirs Call About One Estate
Three siblings, one estate, three phone calls. Here's how intake keeps the file straight, protects confidentiality and lets the attorney decide who the client is.
Triaging Urgent Probate Deadlines at Intake
Most probate calls can wait a day. Some can't. Here's how intake spots the urgent ones and gets them to an attorney fast.
Probate vs. Trust Administration: Qualifying the Lead
Probate and trust administration aren't the same matter. A plain-English explanation and the intake questions that tell them apart.
Best CRM for Probate Law Firms
Probate callers are grieving, and three siblings may call about the same estate. Here's what a probate firm needs from a CRM.
Handling Grieving Callers at a Probate Firm
What to say, what not to say and how to keep a probate intake call moving when the caller just lost someone.
Intake Questions for Probate Callers
A practical checklist of probate intake questions, from the will and executor to real estate and family disputes, with script lines that stay out of advice.
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