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 how to capture more value without lowering your standards.

What You’ll Learn

🔹 How overly strict intake criteria limit growth

🔹 The “maybe” moment most firms miss

🔹 How to drop clients respectfully when necessary

🔹 Why saying yes (more often) leads to more referrals and revenue

Why This Episode Matters

Your intake team could be turning away the cases that change your firm’s trajectory. This episode will show you how to reframe intake to spot the real (hidden) opportunities.

Biggest Insight

It’s not about saying yes to every case—it’s about saying yes to more “maybe” cases.

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