Free Intake Audit
Find out where your firm is losing prospective clients.
One form. Reviewed by a human. Written report within 2 business days.
Your responses are used only to build your audit. Never shared or sold. How we evaluate & make recommendations →
Frequently Asked Questions
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The form takes about 5 minutes. We analyze your responses and send your written audit report within 2 business days.
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You'll see a confirmation screen immediately. Within 2 business days you'll receive your written Intake Audit report: where your intake process, follow-up workflows, and current tools may be creating gaps, with specific prioritized recommendations. A person reads and analyzes every submission before we write the report.
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The audit is designed for solo and small law firms (most commonly PI, family law, litigation, and general practice firms that receive inbound inquiries). It's not built for enterprise legal departments or in-house teams.
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Yes. No commitment, no credit card, no follow-up pitch. The report is useful on its own. If we think there's a fit for working together, we'll say so clearly in the report. If not, we'll say that too.
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Yes. The report is yours. Share it with whoever needs to see it.
Prefer to start with a call?
Some firms prefer a live conversation before filling out any form. A 30-minute strategy call covers the same ground. It's a different starting point, not a better one. Both are free.
30 minutes. No sales pitch.