Fixing the gaps bewtween marketing, intake, and client experience
If you're getting leads but losing them to competitors, the problem isn't your practice—it's the canyon-sized gap between your marketing, your intake process, and what clients actually experience when they reach out. You're spending money to get attention, then fumbling the handoff. In this session, we'll dissect where cases slip through the cracks and how to seal the leaks so good clients don't ghost you for the firm down the street.
Who this is for?
Law firm owners who are tired of watching qualified leads choose someone else. If you're getting inquiries but not retainers, or if your intake feels like a black box where money disappears, this session will show you exactly what's broken—and how to fix it.
What We’ll Cover
Why your marketing attracts clients your intake repels (and how to bridge that gap)
Where most firms lose cases: speed to lead, first impression, and follow-up
How to audit your client experience without hiring a consultant
What "good intake" actually looks like (hint: it's not just answering the phone)
Systems that turn your front desk into a conversion machine, not a bottleneck
Why now?
Every lead you lose is revenue walking out the door—and handing your competitor a case you should've closed. You can't afford to keep bleeding prospects because your intake is stuck in 2015. Fix this, and you turn marketing spend into actual ROI instead of expensive window shopping.
How it works?
Format: live training + Q&A (recording provided)
Bring: your current intake process (however formal or chaotic) and any tracking you have on lead-to-client conversion
Get: a Client Journey Audit Checklist to pinpoint your drop-off points and prioritize fixes
FAQs
Will there be a replay? Yes—registered attendees get it.
Do I need fancy CRM software? Nope. This is about process first, tools second.
Is this for solos or bigger firms? Both—intake issues scale with you, and so do the solutions.
What if I don't track my leads? Even better—we'll show you what to measure and why it matters.
About Renata
Former attorney turned strategist. I help law firm owners stop acting like billable machines and start running real businesses—with systems, margins, and their time back.