The Thinking

Intake insight for estate planning and elder law firms.

Practical analysis on why firms lose cases they should retain, and what to do about it.

Intake · Friction

Why professional intake is killing your consult bookings.

Many elder law firms ask for asset inventories and financial details before a prospect has decided whether to trust them. The intention is thoroughness. The result is abandonment. Effective intake separates two stages.

Intake · Speed

You are not losing clients to better lawyers. You are losing them to faster systems.

A family in a Medicaid crisis does not compare attorney credentials. They call three firms. They book with the one that called back first. Speed is not a nicety in elder law. It is the decision.

Intake · Revenue

The $312,000 question most elder law firms have never asked.

Out of every 100 people who contact your firm, how many become paying clients? If you cannot answer that in under two minutes, you have a tracking problem. And a revenue problem.