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How to Build a Law Firm Intake System That Drives Growth
The Law Firm CMO Podcast: Honest insights and proven strategies for predictable Law Firm growth
15 minutes
1 month ago
How to Build a Law Firm Intake System That Drives Growth
In this episode of Circle of Trust, law firm growth expert Keith Dyer, founder of LEXGRO, explains why intake is one of the most critical business functions in a law firm. He breaks down the biggest mistakes firms make with intake, the importance of training intake staff, and how to build processes that consistently convert leads into clients.
Keith emphasizes that intake should be treated as a sales function, not just phone answering. He shares real-world stories of law firms losing cases due to broken systems, poorly trained staff, and lack of empathy in client interactions. Keith also highlights the tools, metrics, and training methods that transform intake into a growth-driving engine for law firms.
Listeners will learn how to identify weak spots in their intake process, measure ROI from improvements, and take the first steps toward building a system that increases conversions and revenue.
The Law Firm CMO Podcast: Honest insights and proven strategies for predictable Law Firm growth