Plain answers about who the training is for, how the work starts, what it costs and where the line is.
Intake coordinators, legal assistants and receptionists who take first calls, and the attorneys and managing partners who own the result. The attorney-led consultation ask is covered on the main site's lawyer intake sales training page.
No. The method asks for a clear next step, not a decision under pressure. Every call is scored on whether the caller was heard first, whether the fee was stated plainly, and whether the next step was asked for in the caller's own terms. The scorecard has no item for talking someone into a decision.
No. The boundary framework sets what intake always does, always uses and never touches, plus the exact hand-off line. Every script a firm adopts is reviewed by the attorney and against the jurisdiction's rules on advertising, solicitation and fee communication.
With the calls the firm already has. The call audit reviews recordings, transcripts and existing scripts, scores them on a 14-item scorecard and shows which of the five moments is losing consultations and which person on the team retreats at which moment.
By the same scorecard, applied to new recorded calls by person, and by consultations booked per intake person where the firm has reliable records. No result is promised in advance; what is claimed is what is measured.
There are three ways to work together: the call audit, the full twelve-part program and ongoing scored review. Prices are quoted for your firm based on the number of intake people and the number of calls reviewed, and the scope is agreed in writing before any work starts. Book a conversation to get a number.
Three to five recorded calls or transcripts per intake person, including at least one that did not book. More is better, but a handful is enough to find the pattern.
Recordings are used only for the review and stay confidential. The firm remains responsible for its own recording and consent obligations in its jurisdiction.
No. The method works on the conversation. It sits alongside whatever software the firm already uses.
No. The five stages, the scorecard and the boundary are the same for any firm that takes first calls from the public. The wording and the moments of pressure change by practice area, and there are call examples for five of them.
The attorney. Every script a firm adopts is reviewed by the firm against its jurisdiction's rules on attorney advertising, solicitation and fee communication before it is used.
No. The work is the conversation that happens before the attorney is involved. Legal questions and judgment stay with the attorney.
Book a conversation and ask it directly.