FREE 43-PAGE PLAYBOOK

Your Intake Team Is Losing Cases Before You See the File.

The complete legal call center playbook — intake scripts, qualification frameworks, and follow-up cadences. TCPA-compliant. Battle-tested.

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THE PROBLEM

The case was yours. Your intake team let it walk.

A potential client — car accident, slip and fall, workers' comp — fills out your form at 9 PM. They're hurt. They're scared. They need help now.

Your intake team calls back the next morning. Maybe.

By then, they've already signed with the firm that picked up at 9:03 PM.

A signed PI case is worth $5,000 to $50,000+ in fees. How many are walking out the door every month because your intake process is too slow?

The firm that calls first wins the case. That's not an opinion — it's what the data proves over and over again.

This playbook gives your intake team the scripts and systems to be first. Every time.

What's Inside

6 modules. Zero fluff.

1

Legal Intake Mindset & Compliance

What your intake callers must know about TCPA, attorney-client privilege, and the ethics of legal intake.

2

Case-Type Intake Scripts

Personal injury, family law, criminal defense, workers' comp, immigration — each case type gets its own qualification and booking script.

3

Legal Objection Handling

"I'm not sure I have a case." "I can't afford a lawyer." "I'm talking to other firms." Every objection answered with proven rebuttals.

4

The 15-Touch Follow-Up Cadence

Legally compliant follow-up across calls, texts, and email. Keeps you first in line without crossing any lines.

5

Consultation Booking & Retainer Close

Getting the consultation booked is step one. Getting the retainer signed is the game. Scripts for both.

6

Speed-to-Lead & After-Hours Protocol

The firm that calls first wins the case. This module builds the system so you never miss a 9 PM lead again.

43+
Pages of Scripts
5+
Case-Type Script Sets
TCPA
Compliance Guidance
15
Touch Follow-Up Cadence

Results vary. Individual outcomes depend on industry, team size, and implementation.

This Playbook Is Built For:

Law firms spending on ads but losing cases at the intake stage

Intake managers who need a proven, compliant framework for their team

Legal marketing agencies tired of delivering leads that never get signed

Call centers handling legal intake that need case-type-specific scripts

The Firm That Calls First Wins the Case.

Download the playbook. Fix your intake. Start signing the cases you’re already paying to attract.

Every hour without these scripts is another signed case walking to the firm down the street. This costs nothing to fix.