Fixing the Leaks in your Intake Funnel | Seal the Funnel - Sign More Cases
You spent thousands driving leads to your law firm, now what?
Too often, potential cases are lost not because of poor marketing, but because of broken intake.
This session is designed specifically for law firm leaders, marketers, and intake teams who want to stop losing qualified leads and start converting them into signed cases. We’ll unpack the operational breakdowns that quietly erode your marketing ROI: missed calls, delayed follow-up, form mismanagement, and unclear intake ownership.
You will learn how to align business development, marketing, and intake into a seamless, measurable client journey, from first contact to signed retainer.
What You’ll Learn
- How to map your law firm’s intake journey and uncover hidden friction points
- Where and why law firms lose qualified leads before they ever become cases
- How disconnected intake processes undermine your marketing investment
- How to build AI-assisted scripts and systems for faster, more consistent follow-up
- What to look for in intake software and CRM integrations that improve conversion rates
- How to establish cross-functional KPIs that tie marketing efforts directly to signed cases
Interactive Elements
- Live role play of real-world law firm intake scenarios (calls, forms, chat)
- Ready-to-use templates for intake scripts, follow-ups, and lead tracking
- Peer discussion with other law firms on intake challenges and best practices