“Everything you’ve been told about building
an injury law practice is wrong”

9 Foolproof Steps for Mastering the Intake Process

Intake is more important than marketing. If you haven’t mastered intake, you are losing clients RIGHT NOW. Your marketing dollars won’t generate $ unless you’ve mastered intake.

The first step is documenting your intake process. Namely, what is supposed to happen when a new client contacts your law firm and who is supposed to do it. Delegate as much of the process as possible.

You need to make sure your team members are aware of the intake process and following it. If not, your team will do what they think is best (and you might not like the results).

Step #1:  Intake Specialist

Ideally, your law firm will have at least one intake specialist, i.e., a team member whose sole job is to handle intake phone calls, triage them for merit and determine whether to decline or further evaluate the new lead.

The overriding theme of every intake call should be KINDNESS, COMPASSION AND GRATITUDE.  Specifically, you are grateful for the new opportunity and you are very sorry for the loss suffered by your client.  Your intake specialist should be trained by the master of intake, Chris Mullins (the “Phone Success Doctor”).

Every new client should be treated like they are your only client.  We give our cell phone numbers to new clients and ask them to call us whenever they want.  No other law firms are doing this, and our goal is to provide a stellar client experience. The goal is not to be perfect, but just a little better than every other law firm.

Step #2:  Lead Intake Software

You need a centralized database for every intake that comes to your law firm. The database should be customized to respond to the nature of the inquiry, e.g., premises liability, car wreck, dog bite, etc. Lead Docket (www.LeadDocket.com) is a fantastic intake case software that you can customize to your practice areas.

Once the intake call is received, you should prioritize the lead based upon the merit of liability and damages (1 Star—No Liability or Damages; 5 stars—Great Liability and Substantial Damages). Your intake specialist should screen the claim for merit and if the claim pre-qualifies as having good liability and substantial damages, the intake should be transferred immediately to a lawyer. 

Only a lawyer should handle leads that have been pre-qualified for merit.  No one can establish the relationship with a new client better than a lawyer.

Step #3:  Criteria for Case Selection

Define the criteria for case selection, namely, what makes a case that you will accept?  Our firm only handles catastrophic injury cases, so a new case will not qualify as having merit unless it involves either death, brain damage, paralysis, loss of limb or blindness.

If you do not define the criteria for case selection, your intake specialist won’t have the guidance that they need. Empower your intake specialist to make decisions, whether to accept or decline, without consulting with you.  You don’t want your intake specialist to turn to you for advice with every intake.

Step #4:  Shock & Awe for New Clients

Every new client should receive an introductory email and a series of educational emails with video that explain your process for evaluating the claim. You can send an introductory “Shock & Awe” package, in digital form, that explains exactly what your new client can expect.  The follow up with new clients is automated by a customer relationship management (“CRM”) software, Keap (formerly Infusionsoft).

Your new client will be overwhelmed by the educational resources that you provide.  When you educate and inform your clients about their rights, you don’t have to answer the same questions for every new client. 

This is a sample of our firm’s introductory emails/video for new clients:

Email #1: How We Evaluate Your Case (e.g., step-by-step process with an infographic)

Email #2: What You Can Do to Help Prove Your Case (e.g., file complaint with the Department of Health)

Email #3: Digital copy of Shock & Awe package, “Everything You Should Know about Your Lawsuit

Email #4: Your Deadlines to Sue in New York

Email #5: Digital copy of my book, “The 7 Deadly Mistakes of Malpractice Victims

Email #6: Our Unique Value Proposition

Email #7: Why We Practice Law (our “Why”)

Email #8: Our Core Values

Email #9:  My Cell # (your lifeline if you need anything)

How many other law firms are doing this?  Almost none.  Educating your clients about their rights—with every new intake--will instantly separate your law firm from the competition. Additionally, you are educating your clients about the uniqueness of your law firm, e.g., “We never agree to confidential settlements”, and this will resonate with many of your clients.

Step #5:  Declining Cases

You should have a system for declining new cases.

#1Call Our Client: When your intake specialist has previously spoken with a new client, they should call the client to inform them of our decision to decline their case. Why?  A rejection letter is impersonal and cold. A phone call from your intake specialist adds a personal touch to the relationship and shows your gratitude for the opportunity.

#2Mail & Preserve Rejection Letters: When cases are declined, you should have a centralized database for preserving a scanned, color copy of the rejection letter.  If the rejection is not formalized with a letter, there is no proof that your firm declined the case (and you are setting ourselves up for a legal malpractice claim).  You should  preserve rejection letters in your case management software, e.g., SmartAdvocate.  

#3Notify Referral Partners: Your referral partners should always receive a copy of the rejection letter. It is important to make sure that our referral partner is aware of your decision.

Step #6:  Requesting Google Reviews

Every contact with a new client is an opportunity for a Google review. Whenever you or your intake specialist has a good conversation with a new client, ask for a Google review.  You won’t receive a Google review unless you ask.

Thank you for taking time to speak with me.

If you have any additional questions, please don’t hesitate to call my cell, 518-265-9131.

When you have a spare moment, would you mind posting a review on our firm’s Google profile? (you don’t have to leave a comment if you’d rather not). If so, go to www.ReviewFisher.com, click the blue button “Write a review” and post the review. Will be much appreciated. No worries if you’d rather not.

Thank you for the opportunity to serve you.

Consistently asking for at least 1 Google review/day is the secret formula for getting Google reviews.  If you ask for at least 1 Google review a day, you will increase your number of your firm’s Google reviews by at least 365 in 12 months. This simple practice has increased our firm’s Google reviews from 124 to 508 in 12 months (+384 Google reviews in 1 year!).

Step #7:  Lawyer Referrals

#1Acknowledge the Referral: When a case has been referred by a lawyer, you should send an email to them to acknowledge the referral and what you will do next.

Thank you for your kind referral of Jimi Hendrix.  

Today, I spoke with Mr. Hendrix and we will make arrangements to retrieve his medical records and have them reviewed by our expert/surgeon. We will keep you informed as we make progress.

Thank you for the opportunity to serve your client.

You want your referral partner to know that they rights will be protected and they you’ve made contact with their client. For new referral partners, you should serve your “Rules of Engagement for Referrals”, that sets forth what your referral partner can expect from you. No other law firms are doing this.

#2Updates about the Progress of Your Case Evaluation: Whenever you make progress in the case evaluation, you should send an update to our referral partner. There is no such thing as over communicating with our referral partners.

Just want to give you a quick update. 

We’ve retrieved Mr. Hendrix’s medical records and they are being reviewed by our expert/surgeon. We expect to speak with our expert about his opinions soon. We will keep you informed.

#3Your Decision and Expert’s Opinions: Our referral partner should receive a detailed email setting forth the work that we did, our expert’s opinions and why we cannot accept the referral. Highly detailed updates to our referral partners builds the referral relationship and virtually guarantees we will get their next referral.

Step #8:  List of Referral Sources

You should not refer low quality leads. However, if a lead has good liability, but moderate damages, this might be a case that another lawyer will accept. We have a list of our referral partners in www.Fisherpedia.com that is divided by practice area and state.

Step #9:  Listen to the Recording of Intake Calls

With www.CallRail.com, you can record and listen to all of your intake calls (and you might be shocked at what you hear). The intake calls are recorded and transcribed. If your intake specialist is rude and condescending, you’ll know by listening to the audio recordings of their intake calls.

You should listen to at least 1 intake recording per week and meet with your intake specialist to provide feedback. This will only take 20 minutes.

“You Don’t Know, What You Don’t Know”

You may think your intake process is good, you are not losing new cases, and your intake specialist is handling the calls just as you would. But as my friend, Harlan Schillinger, is known for saying, when it comes to intake, “You don’t know, what you don’t know.”  Don’t kid yourself—every intake process can be improved.

Where do you start? Contact Chris Mullins (phonesuccessdoctor@gmail.com), the “Phone Success Doctor”, and ask her to critique your intake process. Chris will listen to recordings of your intakes and provide advice for improving the process. Chris has made a big difference for our firm and I know she can help you.


Photo by Yan Krukov from Pexels

Leave a comment below telling me what surprised, inspired or taught you the most (I personally respond to every comment). And if you disagree with my take on running a personal injury law firm, or have a specific, actionable tip, I’d love to hear from you.
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