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The 3-Minute Rule: Retain, Refer, or Reject—Legal Intake [008]
Manage episode 481288890 series 3646003
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 mistake of over-questioning and under-committing
🔵 Why “review” is the intake code for “you should probably hire someone else”
🔵 How to train your team to decide with clarity and confidence
Biggest Insight:
If you can’t communicate intent in 3 minutes, your team isn’t trained to win.
SUBSCRIBE:
FIND GARY:
Instagram: @theintakeplaybook
Facebook: @theintakeplaybook
LinkedIn: /the-intake-playbook
Website: intakeplaybook.com
Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.
Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.
Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.
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