Start your intake training today and build the foundation your firm needs to grow.
Build your intake foundation with practical, step-by-step training from Gary Falkowitz, founder of The Intake Playbook.
Perfect for solo practitioners, intake managers, or new hires who want to turn more leads into signed clients confidently.
Here’s what you’ll learn:
1. The Fundamentals of Legal Intake
Understand the mindset, structure, and purpose behind every intake conversation.
2. Call Handling and Conversion Techniques
Learn how to engage prospects, build trust quickly, and move them toward retention.
3. Scripts, Templates & Real-World Examples
Plug-and-play tools that make it easy to implement what you learn right away.
4. Training for Your Entire Intake Team
Help new hires get confident and consistent in hours—not weeks.
What Happens After You Purchase
You’ll receive instant access to The Intake for Beginners course inside The Intake Playbook Member Library. Go at your own pace, revisit lessons anytime, and start improving intake performance from the very first day.
30-Day Guarantee
Try the course for 30 days. If you don’t see real value, email us for a full refund—no pressure, no fine print.
📩 Questions? Email us anytime: community.manager@intakeplaybook.com