Client Intake Posts

by Michelle Allen | November 2, 2026 | Client Intake, Legal, Marketing

You can spend more on Google Ads, increase your SEO budget, launch an aggressive campaign, or revamp your website, only to discover that your intake process cannot handle the demand you are generating. A prospective client calls after hours and waits u …

Remote legal receptionist working at laptop and answering calls.
by Michelle Allen | October 13, 2026 | Client Intake, Legal

When a promising client schedules a Thursday consultation with your firm, it feels like an easy win. A booked appointment, however, isn’t a completed intake; it is a fragile commitment that requires active management. Between Monday’s initial call and …