As I’ve spoken at various venues, and particularly since the Lawyerist Intake Podcast last year, I’ve had lots of lawyers ask me how to do what we’ve been doing in my firm for new client intake. We’ve learned so much since last year when we started studying the intake process and examining the things that were more effective and those that were definitely not working.

You’ve got to be able to move people who are stuck while also offering customer service. But there’s so much more to it. In this video, I share the formula for the successful intake call.