This library is for law firm owners and operators who want a more reliable intake system, whether or not they buy Intake AI. Start with the interactive diagnostic, then use the operating guides to investigate what the score reveals.
The interactive Intake Reliability Audit scores 26 operating questions across six weighted dimensions: Availability, Qualification, Conversion, Follow-up, Integration, and Governance. It returns a 100-point maturity score, critical flags, three ranked leakage points, and one prioritized first action.
The law firm intake guide walks through the complete path from first contact to attorney review. It covers ownership, scripts, qualification, routing, scheduling, documentation, quality assurance, and metrics.
The law firm intake checklist converts the operating model into a practical review. Use it with reception, attorneys, marketing, and operations so the process is evaluated from more than one viewpoint.
The missed-call ROI guide shows how to estimate opportunity at risk using the firm's own call volume, qualification rate, sign rate, and collected fee data. It also explains why signed-case revenue is a better measure than answered calls.
The responsible AI intake guide addresses scope, disclosures, confidentiality, supervision, testing, escalation, retention, and vendor diligence. It is an operating framework, not jurisdiction-specific legal advice.
The legal intake script template provides a working framework for the opening, safety, contact and conflicts information, matter-specific branches, advice requests, scheduling, closing language, and failure testing.
Score 26 operating questions and identify the first intake defect worth fixing.
Read more →The complete operating model.
Read more →A structured audit for your current process.
Read more →A defensible way to model opportunity at risk.
Read more →A governance and oversight framework.
Read more →A first-call framework with exception paths.
Read more →Use the audit, guide, and checklist to identify one measurable intake weakness, then test a better workflow.
