Get the Ultimate Intake Package!
Your shortcut to an efficient client intake process for your law firm
A customizable process and step-by-step guide.
It's everything you need to handle new client inquiries, from initial contact to client onboarding.
Get Yours Now!
Staffing and Technology Recommendations to Increase Your Efficiency
Clear Guides and Adaptable Workflows to Optimize Your Processes
Customizable Intake Scripts and Email Templates You Can Use Immediately
"I was feeling overwhelmed with the time it was taking for me to respond to new client inquiries personally, and then to follow up and convert them into paying clients.
The new process is working well. I am trying to delegate more, focusing on the end goals and giving my team clear and easy-to-follow instructions."
—James Gillis, Gillis Law
If you don't get intake right, you're losing money before you even start the legal work.
What is your inefficient intake process costing you?
Do you waste time on email & phone calls with people who aren't a good fit for your practice?
Do ideal clients fall through the cracks before they sign?
Does your team make mistakes or lose track of leads?
Do people go elsewhere because they don't get timely responses to key questions?
Are you tied to your phone, afraid you'll miss a potential client?
You need efficient legal workflows for your law firm client intake.
As lawyers and law firm productivity experts, we know how crucial a streamlined intake process is to the success of your law practice.
But we also know you're busy.
So we've created a plug-and-play intake solution that will change the way you handle new client inquiries.
the fast track to an efficient intake process that generates more revenue for your firm.
The Ultimate Intake Package
A comprehensive legal workflow kit that will revolutionize your client intake process.
The Ultimate Intake Package includes everything you need to efficiently handle new client inquiries, from initial contact to client onboarding.
Perfect for small firms and solo attorneys
- A customizable workflow that covers everything from initial contact to client onboarding
- Guides for setting up, staffing, and automating your process
- Technology tips and platform recommendations
- Customizable email templates that engage potential clients and keep them moving through your intake process
- An intake script builder to generate personalized scripts to ensure your team handles inquiries with confidence and professionalism ... and more!
See everything in the package
The Ultimate Intake Package is easy to implement and tailor to your specific practice.
"I used to take an hour and a half to do intake, but now it's down to 35 minutes because my VA does all the work-up and the intake process, and all I have to do is meet the client. That's it!"
—Solo litigation attorney
Here's How It Works:
Get the Ultimate Intake Package
Implement your new process
Save time & increase revenue
What's In the Package:
Click the + for more details!
Ultimate Intake Guide & Workflow Map
Three Tools to Assess Your Intake and Set Your Objectives
Nine Customizable Email Templates
The Intake Script Builder Tool
Tech Platform Recommendations
Staffing Guide & Best Practices for Using an Answering Service
BONUS: Masterclass on Creating a Lead Generator
That's a total value of over US $3,000
Honestly, the process map alone is worth more than that, but we've worked with small firms and solo lawyers long enough to know that $3,000 is a big outlay.
We also know a lot of smaller firms really struggle with intake.
So we're offering this package for just
About Gimbal's Legal Workflows
Without an effective intake process, you're losing money before the legal work even begins.
When you invest in the Ultimate Intake Package, you invest in the success of your practice.
At Gimbal, we've helped thousands of legal professionals build more productive and profitable practices. We know how important intake is to the success of a law firm.
By implementing this important legal workflow, you'll save time, increase revenue, and provide your clients with an exceptional intake experience.
We've put everything we've learned about effective intake into the Ultimate Intake Package, giving you the fast track to your new intake process.
We've done the heavy lifting so you don't have to!
You're benefiting from the same proven approach we've shared with our large and small law firm clients around the world.
Improve your intake today with the Ultimate Intake Package!
—Karen Dunn Skinner & David Skinner
Global Advisors (Process Improvement) to the International Institute of Legal Project Management