Insights

Notes from managing intake

Short notes on the first reply, follow-up, consent, and reporting for employment law firms. When we cite a number, we name the source.

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Four topics

Intake: the first reply and screening

Follow-up: who chases what, and when reminders stop

Compliance: consent and privacy

Reporting: signed, pending, and lost

All insights

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All insights Intake Follow-up Compliance Reporting

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Follow-up

7 min read

The intake ownership gap: why qualified leads go cold after they contact you

Why qualified leads stall after they contact you, and how the intake ownership gap lets paid leads go cold before they sign.

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intake-ownership-gap-qualified-leads-go-cold

Intake

3 min read

Voicemail is where retainers go to die

An inquiry that reaches voicemail at 7pm rarely waits until morning. What happens in the next hour decides whether it becomes a consult.

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voicemail-is-where-retainers-go-to-die

Reporting

4 min read

Activity metrics hide where retainers leak

Calls logged and emails sent show how busy the month was. Stage-by-stage conversion shows where signed matters were lost.

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revenue-prediction-activity-metrics-firm-growth

Compliance

3 min read

CASL rules for automated follow-up

Automated follow-up by text or email only works if consent is on record. Here is what CASL expects from each message.

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casl-rules-for-automated-follow-up

Intake

3 min read

The cost of a wrong first answer

A fast reply that gets the practice area wrong or promises too much can lose the file. Speed only helps when the rules behind it are approved.

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the-cost-of-a-bad-ai-answer

Follow-up

3 min read

Reactivating old leads is cheaper than new ads

Unbooked forms, no-shows, and inquiries that went quiet are already in your system. Reaching them again costs less than buying new ones, if consent still holds.

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reactivating-old-leads-is-cheaper-than-new-ads

Intake

3 min read

Web forms that actually convert

Long intake forms lose people halfway. Ask for what decides the next step, and move the rest into the follow-up conversation.

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web-forms-that-actually-convert

Compliance

3 min read

PIPEDA and client data in AI tools

PIPEDA asks what personal information you collect, why, where it sits, and who can see it. A tool that cannot answer those questions does not belong in intake.

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pipeda-and-client-data-in-ai-tools

Start here

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What you get

A written list of where you lose inquiries today

Every open inquiry that nobody is following up on

What we take over and what your team keeps

The list is yours to keep, even if we never work together.