Score the system
Twenty-six operating questions contribute weighted points across six dimensions that total exactly 100.
Intake Reliability Audit v1.0
Your firm may not have a lead problem. It may have an intake leak.
Answer 26 operating questions across six weighted dimensions. Get a 100-point maturity score, critical-risk flags, three ranked leakage points, and the first action that should come before everything else.
Why this exists01 02 03
Most firms measure leads. Too few measure whether intake reliably produces clients.
A phone can be answered and intake can still fail. A prospect can be qualified and never get scheduled. A retainer can be sent and never signed. This diagnostic treats intake as an operating system, then ranks defects by severity, economic proximity, and ease of remediation.
Expose override risks
Critical flags identify reliability or governance defects that a strong overall score cannot safely hide.
Act in order
The engine ranks three leakage points and returns exactly one prioritized first action.
26 operating questions
Calculate your Intake Reliability Score.
Answer based on what reliably happens today, not what is intended to happen. Each statement reflects a maturity level and contributes a defined number of weighted points.
Level 0Absent
No dependable process or capability exists
Level 1Ad hoc
Handled inconsistently through individual effort
Level 2Defined
A repeatable standard or workflow exists
Level 3Automated / Measured
Execution is automated or performance is measured
Level 4Optimized
Measured, monitored, and continuously improved
What a full audit delivers
Diagnosis before prescription.
The self-assessment identifies where to look. A full AI Esquire audit verifies the workflow, evidence, controls, failure paths, and economics behind the answers.
100-point scoreCritical flagsLeakage rankingFirst action
Your audit summary can include:
Workflow recommendations, after-hours analysis, follow-up gaps, CRM and scheduling handoffs, governance controls, and an Intake AI deployment only where it fits.
Request my full Intake Reliability Audit“We found the first operating defect worth fixing, and we can explain why it ranks first.”
That is a more useful conversation than asking whether your firm wants an AI receptionist. AI Esquire starts with the operating problem, then recommends technology only where it improves the system.
Find my intake leakage