Who should own client intake?
Intake ownership is one of those decisions firms rarely make on purpose. It defaults to whoever picked up the phone first, and stays there until something breaks. The right answer depends on firm size — and the wrong answer is whichever one the firm hasn't reviewed in three years.
The full piece is for Member.
Each operating area has one free-to-read piece. The rest sit behind a free Member account so we know who’s reading and can send you the things we ship next. Takes ten seconds.
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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.
Client intake formSign up to read →
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →