The New Business Hat.
Where the next client comes from — marketing, referrals, enquiries, and proposals.
Work arrives through partner reputation and luck, and nobody can say where last quarter's matters came from.
Enquiries arrive through every channel, nobody owns the pipeline, and good work is lost between first contact and engagement.
- One front door for every enquiry
- A named intake owner
- Source and conversion tracking
- Referral relationships run on purpose
- Proposals written to a standard
How to fix client intake in 10 days
Ten-day rollout from missed enquiries to a reliable intake pipeline, using tools you already own.
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 enquirySign up to read →
Phone, email, website, referrals — one place, one tracker, one owner.
Qualifying enquiries without wasting partner timeSign up to read →
A 4-question qualification script your reception or paralegal can run in 90 seconds.
Who should own client intake?Sign up to read →
Reception, paralegal, lawyer, or practice manager — the right answer at different firm sizes.
Client intake formSign up to read →
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
Enquiry trackerSign up to read →
One row per enquiry, every channel, every outcome. Source, status, owner, response time, conversion outcome.
Enquiry-to-retained conversion ratesSign up to read →
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 scriptSign up to read →
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.
Strategy
Direction, deliberate choices, priorities, and what the firm will decline.
Commercial
Understanding how the firm makes, loses, and leaks money.
People
Performance, behaviour, wellbeing, development, supervision, and exits.
Culture
The behaviours the firm repeatedly permits and therefore teaches others to copy.
Operations
Workflows, handoffs, waiting points, process consistency, and operating design.
Technology
The behavioural and process change surrounding technology, not merely procurement.
Client Experience
The consistency, clarity, responsiveness, and confidence experienced by clients.
Compliance & Risk
The living connection between formal policy and actual behaviour under pressure.
We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →