Beyond Intake is a tactical guide for law firm owners ready to scale beyond referrals and inbound calls. This book breaks down the hidden processes and overlooked metrics behind every signed client, from missed form fills to maximizing contact and close rates.

Learn how to:

• Master the 7-step “Beyond Intake” system to convert cold leads into signed clients

• Diagnose where your intake is leaking money and fix it fast

• Build an accountable team around KPIs like contact rate, hook rate, and close rate

• Design systems that run even when you're out of the office

Whether you're a solo practitioner or leading a small team, Beyond Intake will equip you with the tools, scripts, and structure to grow on your terms—no more begging for referrals or competing on price.