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The Intake Playbook Podcast is the only podcast laser-focused on transforming your intake process to drive higher conversions, better client experiences, and massive revenue growth. Hosted by Gary P. Falkowitz Esq.—the industry-leading expert on legal intake—this podcast is for law firms who are ready to stop losing cases and start closing them. Gary shares actionable strategies, client-tested frameworks, real-life call breakdowns, and stories from the trenches that will help you turn your i ...
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Fear of Reviews Is Killing Your Intake Strategy [009]
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One of the biggest fears intake teams have is this: “What if we sign a questionable case… and have to drop it later?” In this episode, Gary Falkowitz dismantles that fear and reveals the truth: Negative reviews don’t come from being dropped. They come from being ignored, confused, or disrespected. You’ll learn: 🔹How to drop a client without damagin…
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The 3-Minute Rule: Retain, Refer, or Reject—Legal Intake [008]
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5:17
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When a claimant calls your firm, they’ve given you a window—3 minutes or less to show them whether you’re interested. In this episode, Gary Falkowitz shares the hard truth: Your intake team must communicate intent within 3 minutes, or risk losing the client for good. You’ll learn: 🔵 What the “3 R’s” are and how to use them effectively 🔵 The costly …
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Today’s clients want help—and they want it now. They don’t care where you went to law school. They don’t care how much you won for your last client. They care about how easy you are to work with. In this episode, Gary shares a personal story that perfectly parallels the modern client experience—and exposes why most law firms lose business without r…
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There’s Money in the Maybe—Why Your Intake Needs a Smarter Filter [006]
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The phrase “Is this a case?” might cost your firm millions in lost revenue. In this episode, Gary shares the simple but game-changing shift to make at intake: Change the question to “Could this be a case?”—and open up opportunities you’ve been screening out. With real stories, legal industry examples, and tactical advice, this episode will show you…
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The Car Dealership Playbook for Legal Intake [005]
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5:32
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There’s a moment on intake calls that separates firms who close… from firms who chase. It’s when a client hesitates. And what your intake team does next determines everything. In this episode, I unpack the overlooked power of escalation—bringing in a higher-level team member when the conversation hits a wall. It’s a move that car dealerships have m…
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Stop Sounding Like a Call Center and Build Trust In 15 Seconds [004]
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4:52
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If your intake team isn’t showing compassion and proactive reassurance (CPR) immediately, clients won’t wait. They’ll keep calling other firms until they find one that makes them feel heard. What You’ll Learn in This Episode: 🔹 Why CPR in 15 is the key to more signed cases. 🔹 How to instantly build trust with potential clients. 🔹 The biggest intake…
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Why Law Firms Need to Be FAST to Compete [003]
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Speed isn’t optional—it’s everything. Clients aren’t waiting for your call back. They’re hiring the first firm that acts like they want the case. Most law firms have no idea how many potential clients they lose because they are too slow to follow up. Think about this: When someone needs a lawyer, they’re in immediate problem-solving mode. They’re n…
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Why Law Firms Must Sign Clients on the First Call [002]
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Your first call is your only shot. Don’t waste it. Too many law firms assume they’ll get a second chance to sign a client, but the truth is, you rarely do. Most law firms think they can "follow up later" or "review the case." Big mistake. The reality? You have ONE shot. In this episode, Gary Falkowitz breaks down why making an instant decision is t…
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The Real Reason Top Law Firms Work Weekends [001]
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4:04
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In this inaugural episode, Gary Falkowitz dives into a hard truth that many in the legal industry avoid: winners work on the weekends. Potential clients don’t operate on a nine-to-five schedule, and neither should law firms that want to win. Gary breaks down why being available when clients need you—whether it’s 9 PM on a Friday or 11 AM on a Satur…
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The Intake Playbook Podcast with Gary Falkowitz is the only podcast laser-focused on transforming your intake process to drive higher conversions, better client experiences, and massive revenue growth. Hosted by legal intake expert Gary Falkowitz, this podcast helps law firms stop losing cases and start closing them. Each episode delivers actionabl…
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