For law firms, financial advisors, and event vendors · Washington DC metro
The first call is the same
twelve questions, every time.
When a lead comes in, before you can know if it's worth your time, you need to ask the same dozen questions — what kind of case or situation, timeline, budget range, basic facts. I build intake-and-qualification systems that ask those questions before the lead ever gets on your calendar — through a smart form, an SMS conversation, or a chatbot — and hand you a case summary instead of a cold first call.
Thanks for reaching out. A few quick questions so your first call isn't spent on basics — what state did this happen in?
Maryland, back in March.
Got it. Has anyone else already represented you on this?
No, you're the first.
Summary written and on your calendar before the call starts.
The repeating call
Every lead deserves a great first call. Yours can't be the twelfth one this week.
The intake call is the most expensive thing in your business and the most repeated. Same questions, same order. "What's the situation? When did it start? Who's involved? What's the timeline? Have you talked to anyone else?" Twelve to twenty questions before you can even tell if the lead is in your wheelhouse.
Half of them won't be. They'll be in the wrong jurisdiction, the wrong asset bracket, the wrong service tier, the wrong timeline. You've just spent forty-five minutes finding that out — minutes that should have gone to a paying client.
And the leads that are the right fit get a worse first call than they should, because by the time you reach them you've already done the same intake twice today.
What I build
Ask the questions before the call. Hand the call a summary, not a blank slate.
When a lead reaches you — through your website, a referral, a Google form — they get pulled into a short, conversational intake. Not a dead form with twenty fields. A flow that asks one question at a time, adapts based on the answer, and feels like talking to your paralegal or your associate planner.
By the time you see the lead, you have:
- • A one-paragraph summary of their situation, in your firm's voice
- • A fit score against your typical engagement criteria
- • Any basic facts you'd otherwise have to ask for
- • A flag if anything is outside your scope (jurisdiction, asset minimum, service type)
- • Your usual next-step offer queued up — discovery call, full intake, decline-with-referral
The leads that fit get a faster, deeper first call. The leads that don't get a graceful redirect to a colleague who handles their situation — usually before they've spent any of your time.
A worry to address
Won't this scare off the leads I want?
The honest answer: no, if it's built right. Bad intake forms scare people off — twenty fields, no context, "submit to be contacted." Good intake conversations don't, because they feel like the start of being helped rather than the gate before being helped.
The leads we want — serious, ready, well-fit — appreciate that someone valued their time enough to ask the right questions in advance. The leads we don't want — tire-kickers, wrong-fit, fishing for free advice — drop off, which is exactly what we wanted. The conversion rate on the leads who finish the intake usually goes up, not down.
What it looks like in practice
Same engine, different questions.
Solo and small law firms
Conflict check inputs, jurisdiction, case type, statute-of-limitations awareness, opposing party. Output: a memo your paralegal would have drafted, plus a flag if it's outside your practice areas.
Financial advisors
Asset bracket, current advisor situation, life stage, planning needs. Output: a fit score against your minimums, plus a profile your discovery call can build on instead of starting cold.
Wedding and event vendors
Date, venue, guest count, budget range, style references. Output: an availability check, a budget-fit flag, and a personalized response with the right package — before the inquiry has been sitting in your inbox for three days.
Engagement
Standard build is one week. Conversational intake live, CRM wired up, your first lead through the system.
Pricing fits the homepage's $500–$1,500 range for single-firm rollouts. The first week we tune the questions and the case-summary tone to match your voice — by the end of it, the system writes summaries that sound like you'd write them.
Other problems I solve
Insurance agencies
Reach the whole book before renewals lapse.
Read more →Accounting and bookkeeping firms
Stop chasing W-2s every January.
Read more →Owner-operators
200 emails a day. 10 actually need you.
Read more →Home services and trades
The job's done at 4. The write-up's done at 7.
Read more →Home services, dental, auto repair
Your happy customers never say so publicly.
Read more →Ready?
Ready to stop running the same intake call?
Fifteen minutes to look at your current intake flow and figure out what could be asked before the lead hits your calendar. I'll tell you what I'd build and what it costs.