Stop Losing the Cases You Were Meant to Win
The legal industry's only monthly Masterclass focused entirely on intake. Your whole firm gets the training, the tools and direct access to Gary Falkowitz, the attorney who wrote the book on law firm intake.
- $997/month or $9,997/year
- One investment for the whole firm
- 30-day money-back guarantee
- 20+ years focused on intake
- 10,000+ CRM intakes critiqued
- Hundreds of law firms consulted
- Author of The Complete Guide to Law Firm Intake
Pretty good intake gets you a profitable year.
Let me ask you something. At year's end, when you're discussing the firm's performance, the first question is always the same: how profitable were we?
For most law firms, the answer starts the same way.
We were profitable, but...
- ...we could have done better.
- ...we could have signed more cases.
- ...we could have been more efficient.
Let me be very direct with you. Your profit is directly related to your intake. Most firms have average intake, and most of the time average intake results in a profitable year.
If your firm is only profitable, your intake is probably only average. If you want a record-breaking year, you need strong intake.
Here's what I know. All things being equal (same marketing dollars, same technology, same attorneys, same referral relationships), there's a direct relationship: your record-breaking year results from strong intake.
So I ask you.
What's your goal?Another profitable yearor another record-breaking year?
Most law firm owners believe their intake is above average.
You might be thinking:
Gary, of course intake matters. That's why I have an intake team, an intake manager and a CRM.
And I believe you.
But most owners are watching the back end of the business, what settled and how many checks came in, so they assume the front end is pretty good on its own. Then I sit down with the ownership team and ask:
"Did you know that your team isn't making outbound calls on the weekends?"
They look at me. "What do you mean?"
"No one."
And it's rarely a one-time miss. When owners look through their own intake history, they find they've made the same mistake dozens, if not hundreds, of times.
By changing nothing, nothing changes.
"What we thought would be a 2-day once-over to tell us we were doing everything right turned into a long-term friendship and business relationship. Gary took the time necessary to uncover that we, in fact, were not doing everything right and found holes in our intake process."
Michael DiPasquale, Partner, DiPasquale MooreConsulting client
Your attorneys get CLEs. Your intake team gets busy.
Most law firms have never had anything like this for intake, and there's a reason for that. Our industry has done a poor job of creating ongoing development for the most consequential role in the firm.
When someone calls your firm, it's easy to assume you've already won. You haven't. People don't call asking where to sign. They call to interview you, because they know they have options. You're one of three or four finalists.
Your brand made you a finalist.
Your intake decides whether you win.
To win, your intake team has to build the relationship, answer the questions, beat out the competition and stay on the follow-up.
Your attorneys
CLEs, conferences, mentors and years of ongoing professional development.
Your intake team
Some training when they start, and then everybody gets busy.
That's why I created the Intake Masterclass. Every month, your team trains to win. Intake stays on the agenda, your team keeps getting sharper and you see what's happening instead of relying on assumptions.
There's no fee for second place.
Three things. Training. Tools. Support.
All of it does one job: it gets you out of the world where you're hoping intake is working and into the world where you know it's working.
Training
So your team knows what good intake looks like and what it sounds like.
- A live Masterclass every monthOne critical topic, like follow-up, scripting, escalation to attorneys, weekend coverage or the claimant's mentality. I teach it, I show you what I'd do and I give you the steps.
- The full replay libraryDozens of trainings your team can watch at any time, which is tremendously valuable for a new hire.
- Intake for BeginnersMy onboarding course, so you're not starting from zero when you hire somebody next week.
Tools
So you can see what's happening inside your intake department instead of guessing.
- Call Review toolsCoach from what was said on the call, not from what somebody remembers.
- CRM Audit toolsLook under the hood at what happens after the phone call.
- The Resource LibraryScripts, SOPs, checklists, templates and frameworks your team can put to work.
You don't need a brand-new CRM and you don't need to start over. You need to know what's happening, find the leaks and fix them.
Support
So when something comes up, you're not figuring it out by yourself.
- Direct access to meA call recording, a CRM screenshot, a team issue, an objection your team keeps running into. Send it to me and I'll tell you what I think.
- Live problem-solvingYour team can bring specific issues to the Masterclass, so we can get them resolved right then and there.
- Your entire firmEvery live Masterclass, replay, script, tool and resource. Everybody speaks the same language, because intake is a team sport.
"We appreciate being able to learn from other firms who are in the program and compare what they are doing to our own processes."
Ruby Shook, Manager of Intake and Client Services, DiPasquale MooreMasterclass member
One hour a month. Not another giant project.
I know you don't need another giant project landing on your desk, and neither do I. We're not trying to fix 27 things on day one. Each month we focus on one intake topic and give your team tactics they can start using right away, whether it's scripting recommendations, understanding the claimant's mentality or having the right reports and dashboards.
We work on what matters. And over time your intake operation gets stronger, which means more advocates, more signed clients and a strong intake culture.
Hear it from the people running the firms.
"Gary has helped our firm grow from one attorney (me) doing basically all of the intake to 7 intake team members, as well as 2 full-time intake lawyers. Listen to what this man says. If you don't, you will simply be spinning your wheels for years to come."
Jim Hacking, Owner, Hacking Law PracticeConsulting client
"Our conversion rate is up significantly for the second straight year."
Michael Rosenzweig, Managing Partner, Edgar Snyder & AssociatesConsulting client
"I don't know how any law firm can invest in marketing and not invest in its intake."
Marc Simon, Owner, Simon & SimonConsulting client
"My team learns more when they learn these concepts themselves than when we dictate these concepts to them."
Brian LaBovick, LaBovick Law GroupMasterclass member
Join within 7 days and we start here.
I don't want you spending your first month trying to figure out where to start. So if you're in within 7 days of watching the presentation, we find the biggest problems, fix the obvious stuff first and give your team a clear place to begin.
Your Script Review
Send me what your team is using right now. I'll redline it and show you what's working, what's missing and what's costing you opportunities.
Your 10-Call Intake Snapshot
My team reviews 10 of your inbound intake calls and gives you a clear report on what's working, where your team is hesitating and where opportunities are being lost.
Your Fast-Start Call
A private 30-minute call with me. We look at what we found in your script and your calls and decide what you should fix first.
Your Fast Start closes 7 days after you watch the presentation. After that, the bonuses are gone. No exceptions. No extensions.
Choose how your firm joins.
Add it all up, the Masterclass, the onboarding course, the audit tools, the replays, the resource library and direct access to me, and you're at $50,000 in value. I'm not charging that. Not even close.
Let's say your average fee is $10,000, and for most of you it's significantly more. One more signed case covers the annual plan. And the goal isn't one more case. If this changes how your team handles intake, you might sign dozens more, and not just this year but for as long as your firm exists. Now you're talking about a home run.
Monthly
$997/month
- Training, Tools and Support for your entire firm
- Your Fast Start, when you join in time
- No long-term commitment
Annual
$9,997/year
Save nearly $2,000
- Everything in Monthly
- Private Team Training. One hour with me and your team on accountability, the claimant's mentality and the standards it takes to excel.
- Annual CRM Deep-Dive. I open 10 to 15 of your intakes myself. Every single time I do this I find a major leak, and I'll tell you exactly how to fix it.
- Intake Playbook Team Kit. A signed copy of The Complete Guide to Law Firm Intake and a set of posters for your office.
You'll get instant access to everything, and you'll be in the next live Masterclass with me.
guarantee
Give it 30 days and judge it by what happens inside your firm.
No long-term commitment. Give it 30 days and use it. Come to the live Masterclasses, take a look at the Intake for Beginners course and put the scripts, the SOPs, the resources, the call audits and the coaching to work inside your firm. And if, in those first 30 days, you don't think your team is getting better, email my team and we'll give you your money back.
This is for you if
- You already invest in marketing and you want to sign more of the leads it generates.
- It bothers you when you lose a qualified lead to a competitor.
- Your goal is another record-breaking year.
This isn't for you if
- Your goal is just to be profitable.
- You're satisfied with "good enough."
- Your team won't follow a process, review calls and be coached.
Questions firm owners ask me.
How much of a commitment is this?
It's one hour a month, and you don't have to be there live. If you can't make it, you get the recording.
Is the price per person?
It's per firm. One investment, and the whole intake team, all the owners and as many people as you want in the firm can participate.
My team is already pretty good. Why would we need this?
That may be completely accurate. Some of the best firms I've worked with had excellent people, and when we looked closer we still found missed follow-up, inconsistencies between team members and qualified cases sitting in the CRM longer than anybody realized. Good people are not the problem. A strong process gives them a better chance to perform at the level you expect.
We've never bought anything like this. How do I evaluate it?
The same way you evaluate any other business decision. Look at what you spend to generate leads, look at the value of the cases you're trying to sign and look at what happens when your intake process is inconsistent. Then decide whether ongoing training, better visibility and access to me would make your firm better.
Will my team use it?
If the firm buys access, sends everybody a login and never talks about intake again, you probably won't get much from it. The firms that benefit most make intake part of the conversation. Their teams attend the training, their managers listen to calls and they bring me the situations causing problems.
What happens after I join?
You'll get an email with login access to the Intake Playbook Member Library. Inside you'll find the courses, replays, resources and links to the upcoming live calls.
I'm not the decision maker. What should I do?
Send a quick email to your manager or firm owner and loop me in at gary@intakeplaybook.com. You don't need to pitch it. I'll take it from there.
What if I still have a question?
Email me at gary@intakeplaybook.com. If I can knock it out in an email, I will. And if it's bigger than that, I keep a handful of strategy calls open every week.
Somewhere in your CRM right now, there's a case you were meant to win.
If you watched the presentation and you know your firm can get better at this, I wouldn't put it back on the list of things you'll get to later. We both know what happens to that list. Take a look at your firm, think about what one additional signed case could mean and decide whether this kind of ongoing support makes you better. If it does, I'd love to work with you and your team.
P.S. Your Fast Start, the script review, the 10-call snapshot and the private call with me, closes 7 days after you watch the presentation.
Results vary by firm. Quotes labeled as consulting clients come from firms that worked with Gary directly.
