Intake Scorecard

How well does your intake system convert leads into retained clients?

Answer each question based on how your firm operates today. Not how you intend it to work. Score 1 point for Yes, 0.5 for Partial, and 0 for No.

0 of 10 questions answered

When a new lead submits your contact form, do they receive an automated acknowledgment within 5 minutes, any time of day?

Do you have a page where a prospect can book a consultation without calling or emailing your office?

Does your firm automatically send reminders (text or email) to prospects before their scheduled consultation?

When a prospect does not respond, do you have a defined follow-up sequence that runs automatically?

If someone attends a consultation but does not retain, do you have a structured process to re-engage them?

Can you see at a glance exactly where each active lead sits in your intake process right now?

Does your intake run the same way whether you are in court, on vacation, or short-staffed?

Do you know what percentage of inbound leads actually schedule a consultation each month?

Do you know what percentage of consultations convert into signed retainer agreements?

Do you know how many retained clients your firm acquires per month, and what that number needs to be?

out of 10

Want to see exactly where your intake is losing cases?

TAC conducts a free 30-point external audit for qualifying firms. You receive a written summary of every gap, ranked by revenue impact. No obligation.

Request Your Free Audit

Three Actions You Can Take Today

Measure your current numbers

Pull last month's leads, consultations booked, and retained clients. If you cannot find these numbers in under two minutes, that tells you something important.

Time your own response

Submit a test inquiry through your website contact form right now. Note what happens, when it happens, and whether it would happen the same way on a Saturday evening. That is your lead's experience.

Map the gap from first contact to retainer

Write every step a lead takes from initial inquiry to signed agreement. Count how many require someone in your office to manually act. That number is your exposure.

See how the TAC framework closes these gaps