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
How much does legal intake software cost?
Legal intake software cost depends on the pricing model more than the sticker. Here's how to estimate your real monthly bill before you sign.
Hidden Costs of Piecing Together Intake Tools
An answering service, a CRM, a texting app and a scheduler can each look cheap. Together, they cost more than the invoices show. Here's where it goes.
AI Receptionist vs. Human Receptionist: Cost Comparison
Salary is only part of what a receptionist costs. An honest side-by-side of human and AI phone coverage for small law firms, with example math.
Legal Intake Software Pricing Guide
Per seat, per minute, per call or flat. How legal intake software is priced, what to ask before you sign and where the surprise costs hide.
Per-User vs. Flat Pricing for Legal CRMs
Per-seat CRM pricing looks cheap until you add the people who actually handle intake. Here's how to compare pricing models honestly.
How to Calculate ROI on Intake Automation
Before you buy intake software, run the math on your own numbers. Here's a simple ROI formula, a worked example and a break-even check.
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.
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.
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.
Using Call Recordings to Improve Intake
Listening to real intake calls is the fastest way to improve them. Here's how to record lawfully, protect confidentiality and coach from what you hear.
Intake for Elder Law and Medicaid Planning Inquiries
Elder law calls are often urgent and come from family. What to ask, what to flag and why staff should never explain Medicaid rules on the phone.
Why the First Firm to Answer Wins the Criminal Defense Client
Criminal defense callers dial firms in order and stop when someone helps. Why speed decides who gets hired, and what counts as a real answer.
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.
What is the difference between a legal CRM and practice management software?
A legal CRM handles people before they hire you. Practice management handles the case after. Here's where each one starts and stops.
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.
Intake KPIs Every Small Firm Should Track
You don't need a dashboard with 40 metrics. These eight intake KPIs, checked weekly, tell a small firm where clients are being lost.
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.
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.
Capturing Asset and Family Information at Intake
What to ask about family and assets on the first call, what to save for the questionnaire, and what never to collect by phone.
Is AI answering legal for law firms?
Generally yes, if the firm supervises it, protects confidentiality and keeps it from giving legal advice. Here's what the ABA rules and Opinion 512 say.
Overnight and Weekend Intake Coverage for Criminal Defense
Arrests don't keep office hours. How small defense firms can cover nights and weekends without burning out, and what a written coverage plan needs.
Lead-to-Consultation Rate
Lead-to-consultation rate shows how many qualified leads get in front of an attorney. Here's how to measure it and where leads slip away.
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.
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.
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.
What is the best AI receptionist for a small law firm?
There's no single best AI receptionist. The right one runs real legal intake, books the consult and hands off cleanly to a CRM and a person.
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.
Cost Per Signed Client
Cost per lead flatters your marketing. Cost per signed client tells the truth. Here's how to calculate it and what brings it down.
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.
Following Up with Estate Planning Leads Who Are Not Ready to Decide
Estate planning leads stall because nothing forces a decision. Here's a follow-up plan that's patient, useful and never pushy.
Handling Calls from Family Members of Arrested Clients
Most criminal defense calls come from family, not the client. How to help them, stay clear on who the client is and protect confidentiality.
What percent of law firm leads become clients?
There's no single industry number you should trust. Here's how to measure your own lead-to-client rate, stage by stage, and find the leak.
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 Track Lead Sources at a Law Firm
Most firms know what they spend on marketing but not which source signs clients. Here's how to trace a lead from first click to signed case.
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.
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.
AI Intake vs. an In-House Intake Coordinator
A great intake coordinator is hard to replace. A single coordinator is also hard to rely on around the clock. Here's how to split the job well.
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.
How do I qualify leads for my law firm?
Qualify law firm leads with four checks: practice area, location, timing and ability to move forward. Then book the ones that fit.
Qualifying Wills vs. Trusts Leads
Intake shouldn't decide whether a caller needs a will or a trust. It should spot the signals that tell your attorney which consult to book.
Law Firm Intake Conversion Rate Benchmarks
Industry conversion benchmarks rarely measure what you think. Here's why they mislead and how to set a baseline from your own numbers.
Capturing Court Dates and Bond Info on the First Call
A wrong court date or a vague bond note can sink a criminal case before the consult. What to capture, how to confirm it and a form you can copy.
Best CRM for Estate Planning Attorneys
Estate planning leads take months to decide and often involve a couple or an adult child. Here's what a CRM needs to handle that slow, patient pipeline.
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.
Can AI Handle Distressed Callers?
AI can stay calm and consistent with upset callers at any hour. It can't replace a person on safety calls. Here's where the line belongs.
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.
Do law firms need a CRM?
If more than one person touches new leads, or you can't say what happened to last month's callers, yes. Here's how to tell.
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.
Consultation Show Rate: How to Improve It
A no-show costs you an attorney hour and a likely client. Here's how to measure consultation show rate and the reminder habits that raise it.
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.
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.
Hybrid AI and Human Intake for Law Firms
You don't have to pick between AI and people. How a hybrid intake setup splits the work, three common models and how to keep the handoffs clean.
When Adult Children Call for a Parent: Intake Best Practices
When a son or daughter calls about Mom's will, the parent is still the client. How to run intake that's kind to the family and protects the firm.
What should a law firm intake script include?
A good law firm intake script has seven parts, from the greeting to a booked consult. Here's what goes in each one, with sample lines.
Intake Questions for Arrest and Charge Calls
The questions to ask on every arrest or charge call, in the right order, plus the ones intake should stay away from. Checklist and script lines inside.
Missed Call Rate: How to Measure It and Fix It
Most firms guess their missed call rate and guess low. Here's how to pull the real number from your phone system and bring it down.
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 Criminal Defense Attorneys
Criminal defense leads call late, call scared and usually aren't the client. Here's what a defense firm should demand from a CRM.
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.
AI Receptionist vs. Answering Service for Law Firms
Answering services bring real people. AI receptionists bring full intake at any hour. A fair comparison for small firms deciding who picks up.
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.
How fast should a law firm respond to a lead?
Answer calls live and respond to web and text leads within minutes. Here's a simple response-time standard a small firm can actually hold.
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.
Speed-to-Lead for Law Firms
Speed-to-lead is the time between a new inquiry and your first real response. Here's how to measure it honestly and bring it down.
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.
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 Estate Planning Consultations
A word-for-word estate planning intake script for the first call, from the greeting to the booked consult, that stays out of legal advice.
When Callers Need a Person: Where AI Intake Stops
AI intake can answer every call and book the consult. It shouldn't give advice, handle safety calls alone or argue with someone who wants a person.
How to Handle Jail Calls After Hours
A call from jail at 1 a.m. is short, often recorded and maybe your only shot. How to answer it, what to capture and what never to say.
How do I stop missing after-hours calls at my law firm?
To stop missing after-hours calls, put a live answer on every call, book consults on the spot and make someone own the morning follow-up.
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.
What a Missed Call Costs a Law Firm
A missed call looks free. It isn't. Here's simple math, with your own numbers, to see what unanswered calls cost your firm each year.
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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