No email required. Your answers stay on this page.
What you get
Your checklist coverage, out of 18
Three ranked priorities, each with a suggested action
A result you can print or save as a PDF
A planning aid, not a benchmark or a compliance assessment.
How it works
Three steps in about five minutes
01 Pull a sample
Use your last 10 inquiries, or all of them if you have fewer. Include after-hours inquiries and the ones that did not work out.
02 Answer nine checks
2 means consistently in place, 1 partly, 0 absent. Choose Unknown when you cannot verify it from the sample.
03 Get three priorities
Each priority comes with a suggested action. Give it an owner and a date this week, then take the check again.
The scorecard
Nine checks you answer from your records.
Free resource · about five minutes
Find your next three intake priorities.
Nine checks for the work between a new inquiry and a signed retainer. Answer from what your team can verify today.
Use the last 10 inquiries, or all of them if you have fewer. Include after-hours inquiries and unsuccessful outcomes. This is a quick spot-check; it cannot establish a reliable conversion rate.
How to answer
2 = consistently in place, with evidence in your sample. 1 = partly in place or inconsistent. 0 = absent or not working. Choose “Unknown” when you cannot verify it.
Results stay in this page. No email is required, and this resource does not send your answers to Intakes.io.
See the scoring and priority rules
Your checklist score is the sum of nine answers, up to 18. Unknown earns zero evidence points and is counted separately. The score measures checklist coverage, not compliance, firm quality or expected revenue.
Priority points = (2 minus answer) × weight. Unknown uses zero for ranking and produces a verification action. Owner/next action, urgent review and stop rules carry weight 3; weekly review carries weight 1; all other checks carry weight 2. These are editorial priorities, not validated risk weights. Ties follow the question order. If everything is in place, the three priorities become maintenance checks.
Weights appear beside each question. An active urgent inquiry or unwanted message needs attention immediately, even if another item ranks higher.
Make the three priorities real
Give each action an owner and a date this week. Repeat the check with a fresh sample after the changes. Use the employment follow-up kit for the three common stalled stages.
