A law firm doubled its consult-to-retainer rate.
We've handled their intake and follow-up since November 2020. Of the clients who sat for a free consultation, 15.3% signed a retainer in 2021. By 2024 it was 32.1%, and it held at 31% in 2025.
Consult to retainer, 2021 to 2025.
The share of consultations that ended in a signed retainer, each calendar year. It rose every year to 2024, then held near 31%.
New contacts nearly doubled, from 11,116 in 2021 to 21,466 in 2025. Over the same years the share of all leads that became retainers rose from 5.6% to 9.8%.
What happens between the lead and the retainer.
This is what runs on the intake today. The lawyers make every legal decision.
Web forms, texts and voicemails get a reply written ahead of time by a person for that hour of the day, with a booking link in it. A second text follows three hours later on weekdays.
Each open inquiry has a named person and a next step until it is signed or closed.
A consultation nobody attended is marked after two days, the paralegal is notified, and the person gets a new booking link automatically.
When the lawyer sends a retainer, a named person follows up until it is signed or closed.
The firm gets the same report with the same definitions, so the numbers on this page can be checked month by month.
Every sampled web form, text, and voicemail lead got a reply in under a minute (46 of 46).
Sample of 55 conversations. The other 9 came in by phone call or email.
The figures come from the firm's intake CRM, covering November 2020 to October 2026.
A qualified consultation means the client booked or completed a free consult, with no-shows excluded.
The speed figures come from a sample of 55 conversations.
2026 is left out because cases are still open.
You see the whole intake funnel on one screen.
An illustrative layout. Your version uses your stages, your people, and the definitions you sign off on.
Shapes only. The layout is illustrative. The real numbers are at the top of this page.
We can track any metric your partners ask about.
Inquiries, suitable, booked, held, agreement sent, signed. Named the way you already name them.
Any stage against any other, written as x ÷ y × 100, so the denominator stays on screen.
Results by coordinator, associate, or partner, so a coaching conversation starts from the same numbers.
Which channels, campaigns, and web form pages bring the inquiries that end up signed.
We use the same definitions every month.
Your dashboard can use your own labels. These are the defaults we start from, and we agree them with you before the first report.
A record exists.
A named person or queue owns the next step. That does not mean follow-up happened.
Someone took an agreed action, with a time and an outcome.
A consultation is on the calendar. Attendance is tracked separately.
The package was delivered. It is not a signature.
You confirmed the engagement.
Unresolved at the cutoff, with a reason and a next owner.
Closed without an engagement, with the reason recorded.
The dashboard is where the review starts.
What partners ask about the numbers
Any metric your intake records can support: stage counts, conversion between any two stages, results by person, source, or form page, and consult attendance. We agree the definitions with you before the first report.
Yes. Every view exports to CSV or Excel, so your partners can work with it in their own tools.
No. We do not rank firms against each other. The figures on this page come from one firm, anonymised with its agreement. Your baseline is your own recent month, sorted during the audit.
In the 30-minute audit we sort one recent month of your inquiries using these definitions. Every monthly review is measured against it.
The audit is your first report.
In 30 minutes we sort one recent month of your inquiries using these definitions. That becomes the baseline your dashboard is measured against.
The list is yours to keep, even if we never work together.