Intake audit
Book a 30-minute audit on your numbers
Intakes.io is a managed intake service for law firms. In our first conversation, we look at how your inquiries arrive, what happens after the first reply and which steps are hardest to track.
What helps
- A recent summary or anonymized sample of inquiries
- A rough picture of your intake process
- The systems your team uses. You do not need to share confidential client records to book the call.
What you leave with
- An initial list of possible intake gaps and owners to check
- A clearer view of the administrative work your team could hand off
- An explanation of whether the managed service is a fit and what a deeper assessment would require
Four questions we'll work through
Forms, phone, referrals, chat, answering service and messages.
Who takes the next step, how someone books, and what happens after a no-show.
Which incomplete inquiries and unsigned retainers need a response or decision.
What your team manages today and what you would want us to take over.
FAQs
Questions
before you book
No. Start with aggregate counts or anonymized examples. If we need to examine detailed records, we'll agree on the scope and secure handling before doing so.
No. We'll discuss the operating process and flag areas your counsel may need to review. Your team keeps legal judgment and regulatory decisions.
Yes. If the service is a fit, we'll scope the work and give you a written proposal before any implementation begins.
The founder leads the initial intake discussion and coordinates the appropriate next step.
Start by checking your own process
Use the free intake scorecard or gap finder to see which questions your team can already answer from its records.