Streamline Your Intake
Build the front end of a firm that runs itself
Start 2026 with an intake system designed for consistency, conversion, and growth.
We asked hundreds of lawyers what their biggest pain point was.
One of the most popular answers: intake.
Successful firms move clients smoothly from first contact to signed engagement.
Streamline Your Intake is a focused, high-impact experience that helps you design the front end of your firm so that it runs itself.
It includes our Ultimate Intake Package, training on SOPs, a 1:1 private coaching call with us, a testimonials guide, and built-in accountability.
You’ll:
- refine your processes
- standardize follow-up, and
- create systems that give you and your team clarity, control, and capacity for growth.
This isn’t about fixing what’s broken. It’s about elevating what’s already working and building the systems that will carry your firm confidently into 2026.
Why Now?
Because your 2026 success starts with intake
When your intake system runs smoothly, everything else follows: client experience, revenue flow, and peace of mind.
Streamline Your Intake helps you create the structure that lets your firm scale without losing control.
✅ Streamline intake workflows
✅ Standardize client onboarding
✅ Free up your time for high-value work
Join the Sprint! Start 2026 with systems that scale.
The Challenge: Your ad hoc intake system is hampering your growth
You’ve worked hard to build a successful practice. But even great firms hit a ceiling...and it often starts at intake.
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Manual systems
When your intake process depends on memory, email chains, or the person who “usually handles it,” things slip.
Not because anyone’s careless, but because you’ve outgrown ad-hoc systems.
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No follow-up
Leads get lost. Potential new clients wait for follow-up and end up calling the next firm on their list. Your team gets stuck reacting instead of moving new clients ahead and into your firm.
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Lost time
And you, the firm owner, spend too much time chasing details that should already be in your system. Or worse...wasting hours in consultations with people you can't (or don't want to) serve.
This isn’t failure. It’s a sign of growth and an opportunity to lead differently.
To scale, your firm needs structure: a repeatable, documented system that keeps every new client experience consistent, professional, and stress-free.
The Leadership Move: Build an intake process that runs on systems, not superheroes
Streamline Your Intake is your shortcut to improving a core system that supports growth across your firm.
In one focused sprint, you’ll redesign the front end of your firm, so that it runs smoothly and scales easily.
- Go through the Intake Package, with its customizable process, templates, and guides.
- Watch the SOPs video and learn how to create processes everyone can follow.
- Book your call with us to start redesigning an intake process that works for your firm.
By the end, you’ll have more than a great intake process. You'll have taken another step towards leadership that brings structure, confidence, and control to your entire firm.
Here’s what’s inside:
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The Ultimate Intake Package
Proven, customizable workflows; templates and scripts; tech guides and instructions for creating a process you can implement immediately.
See the full package here.
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Video Training on SOPs
Learn to create your Intake SOPs (and lots more) with our most popular video training: If It's Only In Your Head, It's Not a Process: Developing actionable SOPs and writing them faster with AI.
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60-min Coaching Call
Work with us to map your ideal intake workflow, remove bottlenecks, and ensure nothing (and no one) falls through the cracks.
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Bonus: Guide to Testimonials
Nothing convinces potential clients like a good review. This guide shows you exactly how to capture client feedback and turn it into a tool that converts.
Imagine starting 2026 with a system that runs itself
✅ Every new client moves through your intake process smoothly.
✅ No delays, no lost details.
✅ Your team knows exactly what to do and when to do it.
✅ Your clients receive the same exceptional experience every time.
✅ You have complete visibility into where every lead stands, without chasing updates or managing chaos.
That’s what happens when you streamline your intake and create systems everyone can follow.
When the front end of your firm runs effortlessly, everything downstream improves: client experience, cash flow, confidence, and calm.
You’ll reclaim your time for the work that matters most, the strategy, client service, and leadership that only you can provide.
Because the real goal isn’t just better intake.
It’s a firm that operates with precision, confidence, and consistency, even when you step away.
I Want Intake to Run Itself
Invest in the system that keeps your firm growing...even when you're not there
Streamline Your Intake isn’t just about improving intake.
It’s about building the foundation of a firm that runs smoothly, consistently, and predictably, with the kind of structure every high-performing lawyer needs to scale with confidence.
You’ll walk away with:
✅ A fully documented, repeatable intake process that converts more leads and reduces wasted time.
✅ Clear roles, responsibilities, and SOPs your whole team can follow.
✅ More bandwidth for strategic, high-value work, and more peace of mind knowing your systems are working behind the scenes.
This is your opportunity to make a small, strategic investment now that pays off in time, efficiency, and revenue all through 2026.
Streamline Your Intake
US $399
Start 2026 with systems that scale
- The Ultimate Intake Package, with customizable workflows, templates, guides, and more
- Our SOP training video, to ensure you're creating processes that stick
- 60-minute 1:1 call to map out your intake
- Bonus Testimonials Guide to capture client feedback that converts
Streamline Your Intake - Premium
US $795
Get additional support to ensure success
- The Ultimate Intake Package, with customizable workflows, templates, guides, and more
- Our SOP training video, to ensure you're creating processes that stick
- 60-minute 1:1 call to map out your intake
- Bonus Testimonials Guide to capture client feedback that converts
- Review of your revised intake process, and an additional 30-minute 1:1 call to discuss it.
Build Your System Once. Benefit From It Every Day.
Revenue growth, client satisfaction, and team alignment all start with consistent intake.
When you build this core system now, you create capacity, predictability, and freedom for everything that comes next.
This is how firms shift from reactive to proactive.
From busy to efficient.
From chaos to control.
And it starts with one simple decision: to invest in your intake system now.
Streamline Your Intake
US $399
Start 2026 with systems that scale
- The Ultimate Intake Package, with customizable workflows, templates, guides, and more
- Our SOP training video, to ensure you're creating processes that stick
- 60-minute 1:1 call to map out your intake
- Bonus Testimonials Guide to capture client feedback that converts
Streamline Your Intake - Premium
US $795
Get additional support to ensure success
- The Ultimate Intake Package, with customizable workflows, templates, guides, and more
- Our SOP training video, to ensure you're creating processes that stick
- 60-minute 1:1 call to map out your intake
- Bonus Testimonials Guide to capture client feedback that converts
- Review of your revised intake process, and an additional 30-minute 1:1 call to discuss it.
