Everything, filed.
71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.
First touch to signed engagement — marketing, intake, proposals.
How to fix client intake in 10 days→
Ten-day rollout from missed enquiries to a reliable intake pipeline, using tools you already own.
Building a single inbox for every new enquiry→
Phone, email, website, referrals — one place, one tracker, one owner.
Qualifying enquiries without wasting partner time→
A 4-question qualification script your reception or paralegal can run in 90 seconds.
Who should own client intake?→
Reception, paralegal, lawyer, or practice manager — the right answer at different firm sizes.
Client intake form→
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
Enquiry tracker→
One row per enquiry, every channel, every outcome. Source, status, owner, response time, conversion outcome.
Enquiry-to-retained conversion rates→
Realistic ranges by practice area. Where conversion usually leaks. Conversion by source.
Running a missed-enquiry auditSign up to read →
How much work are you losing between first contact and engagement? Find out in an afternoon.
Monthly intake and conversion reviewSign up to read →
A 30-minute cadence that turns intake from a black box into a managed pipeline.
Online form vs phone-first intakeSign up to read →
When web-first capture wins, when it loses clients, and how to do both.
Intake qualification script→
The four-question script reception or paralegal can run in 90 seconds. Field-tested.
Enquiry response time benchmarksSign up to read →
How quickly firms that convert well actually respond to new enquiries.
When to decline a matterSign up to read →
The traits of the matters small firms most regret taking — and how to say no cleanly.