Practice Areas

Intake by practice area

The method is the same for every firm. The words, the questions and the moments of pressure are different for each practice area.

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Personal InjuryPersonal injury callers are hurt, frustrated and often already talking to an insurer.

Family LawFamily law callers are often at the hardest moment of their lives, afraid of the cost, and unsure they are ready to act.

Estate PlanningEstate planning callers have usually been meaning to call for years.

ImmigrationImmigration callers may be afraid, may speak English as a second language and may be calling for a family member.

Criminal DefenseCriminal defense calls are urgent, often from a family member, and sometimes at odd hours.

Do not see your practice area? The method and the scorecard apply to any firm that takes first calls from the public. Tell me about your practice and I will say plainly whether and how it fits.

About the Author

Dr. Jeffrey Scott Stanton, DCH is a behavioral strategist and the founder and Chief Learning Officer of R2R Diagnostic Group. He is the former EVP of Learning & Development at Douglas Elliman Real Estate, where he trained sales professionals on the conversations that turn an inquiry into a commitment. He applies the same method, the R2R Assessment and a 14-item call-review scorecard, to law firm intake teams. The work is the conversation only; legal questions and judgment stay with the attorney.

More on the method, the scripts, the dialogues and the scorecard is on the legal intake pages at jeffreyscottstanton.com.

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Start with the calls you already have.

Send a handful of recordings or transcripts. You get a scored review of where consultations are being lost and which pattern is behind it, before anything else is built.

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