Question 1

How is my Intake Score calculated?

Accepted Answer

Your answers are scored across seven areas that drive client conversion: call capture and visibility, after-hours coverage, website intake, intake quality, follow-up, your tech and CRM, and team capacity. The areas most tied to lost revenue are weighted more heavily, then combined into a single score out of 100 and a tier.

Question 2

What do I get at the end?

Accepted Answer

You get your overall score and tier, a scored breakdown of all seven areas, an estimate of how much opportunity there is to recover, and your single biggest fix. Enter your work email to unlock the full breakdown and we will also send it to you, along with practical next steps.

Question 3

A low score sounds bad. Does that mean AI intake is not for us?

Accepted Answer

The opposite. A lower score simply means more leads are slipping through today, which is exactly where AI intake recovers the most. Firms that start with the biggest gaps tend to see the fastest, largest gains.

Question 4

Is my data shared with anyone?

Accepted Answer

No. Your answers are used to generate your assessment and report. We do not sell or share your data. If you opt in, we may follow up with relevant content, and you can unsubscribe any time.

Question 5

What does strong client intake actually look like?

Accepted Answer

In practice, firms with strong intake answer nearly every call, cover after hours, qualify and close leads with a consistent script, follow up automatically, and push clean data into a CRM. The assessment checks each of these and shows exactly where you stand.

How Strong Is Your Law Firm’s Intake?