In the highly competitive world of law, acquiring new clients is crucial for the success and growth of any law firm. The intake call serves as the first point of contact between a potential client and your firm, and it plays a significant role in determining whether or not they choose to work with you. To ensure your firm is making the most of these opportunities, it is essential to conduct regular intake call audits.

In this blog post, we will discuss the importance of intake calls, key elements to audit, establishing an audit process, and implementing improvements. Let LawTurbo guide you in optimizing your intake call process to secure more clients and grow your firm.

Understanding the Importance of Intake Calls

The Role of Intake Calls in Client Acquisition

Intake calls are a critical juncture in the client acquisition process, as they provide an opportunity to establish rapport and trust with potential clients while gathering essential information about their case. An effective intake call should not only leave the potential client feeling heard and understood, but also convey the firm’s competence and professionalism. A well-executed intake call can greatly increase the likelihood of converting a prospective client into a retained client, making it a crucial aspect of your firm’s business strategy.

First Impressions Matter

As the saying goes, you never get a second chance to make a first impression. This is particularly true in the legal industry, where potential clients are often dealing with sensitive and emotionally charged situations. Intake calls set the tone for your firm’s relationship with the client, and a positive first impression can go a long way towards establishing trust and confidence in your firm’s ability to handle their case. By auditing and improving your intake call process, you can ensure that your firm is consistently making a strong first impression on potential clients.

Key Elements to Audit in Intake Calls

Evaluating Communication Skills

Effective communication is essential for building rapport and trust with potential clients during intake calls. It is crucial to assess the communication skills of your intake team, including their ability to listen actively, empathize with the caller, and articulate the firm’s value proposition clearly and confidently. Keep an ear out for filler words, unclear explanations, or any tendencies to interrupt or talk over the caller, as these can detract from the overall quality of the call.

Assessing the Quality of Information Gathering

An essential aspect of intake calls is gathering the necessary information to evaluate the potential client’s case and determine if it’s a good fit for your firm. When auditing intake calls, pay close attention to the quality and thoroughness of the information gathering process. This includes not only asking the right questions but also probing further when necessary and appropriately summarizing the caller’s responses to ensure understanding.

Identifying Areas for Improvement

As you audit intake calls, take note of any recurring issues or areas where there is room for improvement. This may include gaps in communication, inadequate information gathering, or missed opportunities to convey your firm’s value proposition. Identifying these areas for improvement is the first step in implementing changes to enhance your firm’s intake call process.

Establishing an Audit Process

Setting Clear Goals and Objectives

Before starting the audit process, it is crucial to establish clear goals and objectives. This may include increasing conversion rates, improving client satisfaction, or enhancing the overall efficiency of your intake process. By setting specific, measurable goals, you can more effectively evaluate the impact of any changes made to your intake call process.

Choosing the Right Tools and Methods

To effectively audit your intake calls, it is essential to choose the right tools and methods. This may include call recording software, call analytics platforms, or even conducting manual reviews of call transcripts. Additionally, consider involving multiple team members in the audit process to ensure a diverse range of perspectives and insights.

Implementing Improvements: Turning Insights into Action

Training and Coaching for Intake Staff

Once you have identified areas for improvement, it is essential to provide your intake staff with the necessary training and coaching to address these issues. This may include workshops on effective communication, best practices for information gathering, or role-playing exercises to practice handling challenging situations. Regular feedback and coaching can help your intake staff continually refine their skills and enhance the overall quality of your intake calls.

Setting Performance Benchmarks

To measure the success of your intake call improvements, it is essential to establish performance benchmarks. These benchmarks may include conversion rates, client satisfaction scores, or call quality ratings. By tracking these metrics over time, you can evaluate the effectiveness of your improvements and make data-driven decisions to further optimize your intake call process.

Tracking Progress and Adjusting Strategies

As with any business strategy, it is vital to regularly assess the success of your intake call improvements and adjust your approach as needed. This may involve conducting ongoing audits, refining your training and coaching programs, or testing new strategies to further enhance your intake call process. By staying proactive and responsive, your firm can continually improve its intake call process and secure more clients.


Intake calls are a critical aspect of client acquisition for law firms, and regularly auditing and optimizing this process can significantly impact your firm’s success. By understanding the importance of intake calls, identifying key elements to audit, establishing an audit process, and implementing improvements, your firm can enhance its intake call process and secure more clients.

LawTurbo has the expertise and resources to help you optimize your intake call process and grow your firm. Schedule a discovery call with LawTurbo today at to learn more about how we can help you succeed.

Discover How To Get Found Online & Get More Case Leads

If you are looking for ideas and strategies to grow your personal injury law firm, you have come to the right place! 

You have Successfully Subscribed!