One-page operating check
The 7-Minute Intake Leak Audit
A fast review for law firm leaders who need to identify where inquiries fail to become consultations and signed cases.
01
Capture
- Calls, forms, and chat are tracked
- After-hours demand has an owner
- Missed-call recovery is defined
02
Response
- First meaningful response has a target
- Every lead has a named owner
- Escalations are visible
03
Qualification
- Required facts are consistent
- Acceptance criteria are documented
- Declined leads are recorded
04
Conversion
- Booking is measured
- Follow-up is not memory-dependent
- Signed cases connect to lead source
Your next step
Find the constraint before adding another platform.
Donna Axalan · Infinite Solutions Consulting
626-890-4238
Read the full article: AI Intake for Plaintiff Firms: Start With the Workflow, Not the Chatbot
Call 626-890-4238 to discuss your firm's AI, intake, operations, and growth systems.