Your Intake Team Isn’t the Problem—It’s the Process. Let’s Fix It.
Escape the Black Hole of Intake. Build a System You Can See, Measure, and Trust
Monday, June 9, 2025 9:00 AM PT / 12:00 PM ET
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WHO THIS IS FOR
If You’re Responsible for Intake, This Was Built for You
- › You’re an owner or partner and you know intake is costing you signed cases—but you’re not sure how to fix it
- › You manage the intake team and need a clear, proven framework for improving results—without burning out your staff
- › You’re in marketing or ops and you're tired of pouring money into lead gen—only to lose cases because of follow-up
- › You’re hiring new intake staff and want plug-and-play training that actually works
What You’ll Learn
Why intake is the first act of advocacy—not just admin- How to stop guessing and start signing more qualified leads
- Why your team isn’t broken—your process is
- The exact framework top firms use to track and improve intake performance
- How to build a system that runs even when you're not in the office
If Any of This Sounds Familiar, You Need to Be Here
You’ve invested in marketing, but leads still fall through the cracks
Your intake team is guessing—or improvising—way too often
You’ve ever looked at your CRM and thought, “How did we lose that case?”
You’re hiring intake staff but not sure your training is adequate
You’re worried your team is letting good leads go—and you can’t afford to
You want a predictable strategy—but your process feels improvised
Why the Nation’s Top Firms Call Gary Falkowitz When Intake Costs Them Cases
The ROI of investing in Gary is immeasurable
"If I can increase my retention rate by even a few percentage points, it can have a significant impact on our law firm's bottom line. I have not met one person in our industry who understands the value of Intake more than Gary Falkowitz. With complete confidence, I recommend Gary to any law firm that markets for new cases."
But for hiring Gary, our firm would not be where it is today
"What we thought would be a 2-day once-over turned into a long-term friendship and business relationship. Gary uncovered the gaps in our intake process and helped us implement an action plan. Our firm would not be where it is today without him."
Our conversion rate is up significantly
"We now chase all potential leads and sign them up while the client is still on the initial call. Gary is the best at what he does."
I wouldn’t be surprised to see an increase of 20% or more
"Gary can quickly analyze a firm's intake procedures and implement policies that dramatically improve profitability. I highly recommend Gary to any firm that wants to retain more cases."
Gary is the Michael Jordan of law firm intake
"Nobody does it better. Gary helped our firm grow from one attorney doing all the intake to 7 intake team members and 2 full-time intake lawyers."
If you don’t scale intake, you cannot scale your firm
"Gary’s on-site support transformed our intake into a true sales process. I highly recommend reading his book and bringing him into your firm."
The preeminent authority on all things intake
"Gary’s constant innovation and ability to maximize intake is unmatched. He’s in a class all his own."
Our contract turnaround time significantly improved
"Gary quickly identified process flaws and improved both response time and contract delivery. He’s a great resource."
Strategies that resulted in immediate increased conversions
"Gary’s training was truly spectacular. His guidance helped us build a workflow that works across multiple offices—and delivered results fast."
HOST SPOTLIGHT
Meet Your Host
Gary Falkowitz is a nationally recognized attorney, intake strategist, author, and founder of The Intake Playbook.
For over 15 years, he’s helped law firms transform intake from chaos to clarity—boosting conversions, trust, and revenue without spending a dollar more on ads.
He’s consulted with firms that sign dozens to thousands of cases a year—and helped firms scale smarter, faster, and with purpose.
Save Your Seat Before We Fill Up
Here’s What You Need to Know
- 📍 Topic: Your Intake Team Isn’t the Problem—It’s the Process. Let’s Fix It.
- 📅 Date: Monday, June 9, 2025
- ⏰ Time: 9:00 AM PT / 12:00 PM ET
- ⏳ Duration: 1 hour (plus live Q&A)
- 🎙️ Hosted by: Gary P. Falkowitz, Esq., Founder of The Intake Playbook—Attorney, Author, Consultant, Podcast Host, and Speaker
- ❓ Questions: Contact Jay at [email protected]
