The Intake Playbook

AI isn’t a future tool—it’s here, and it’s transforming legal intake right now.

In this episode of The Intake Playbook Podcast, Gary Falkowitz reveals why the firms that succeed in 2025 will be the on…

Think intake ROI is hard to measure? It’s not.

It’s a math problem—and Gary gives you the formula.

In this episode of The Intake Playbook Podcast, Gary Falkowitz shows how to calculate the financial im…

The firms with the most predictable growth don’t just react to leads.

They lead the intake conversation.

In this episode of The Intake Playbook Podcast, Gary Falkowitz breaks down how shifting from rea…

If you’re frustrated with your intake team, ask yourself this:

Did I actually give them a system to succeed?

In this episode of The Intake Playbook Podcast, Gary Falkowitz explains why intake performan…

Think your firm needs more intake staff? You might just need a faster process.

In this episode of The Intake Playbook Podcast, Gary Falkowitz explains why law firms rush to hire before they’ve fixed t…

Law firm owners have masterminds.

So should your intake team.

In this episode of The Intake Playbook Podcast, Gary Falkowitz explores how mastermind-style learning environments can dramatically improve…

What if your intake team had CLE?

In this episode of The Intake Playbook Podcast, Gary Falkowitz breaks down why ongoing, structured training is the key to intake performance—and how most firms are le…

Want to improve your intake numbers? Start with the people who said “no”.

In this episode, Gary Falkowitz breaks down the five most common reasons law firms lose leads—and how to turn that data into i…

Want to know when most firms lose the client? Before minute four.

In this episode, Gary Falkowitz breaks down exactly what your intake team must say in the first 3 minutes to keep the potential client…

Most law firms treat referrals like a bonus. But when managed right, referrals are the most cost-effective, scalable path to consistent revenue.

In this episode of The Intake Playbook Podcast, I walk …

Retention doesn’t mean the relationship is solid. Not yet.

In this episode, Gary Falkowitz unpacks one of the most overlooked steps in client onboarding: the attorney welcome call.

You’ll learn:

🔹 Why t…

One of the biggest fears intake teams have is this:

“What if we sign a questionable case… and have to drop it later?”

In this episode, Gary Falkowitz dismantles that fear and reveals the truth:

Negative…

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 commun…

Today’s clients want help—and they want it now.

They don’t care where you went to law school. They don’t care how much you won for your last client. They care about how easy you are to work with.

In th…

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 c…

There’s a moment on intake calls that separates firms who close… from firms who chase. It’s when a client hesitates. And what your intake team does next determines everything.

In this episode, I unpac…

If your intake team isn’t showing compassion and proactive reassurance (CPR) immediately, clients won’t wait. They’ll keep calling other firms until they find one that makes them feel heard.

What You’…

Speed isn’t optional—it’s everything. Clients aren’t waiting for your call back. They’re hiring the first firm that acts like they want the case.

Most law firms have no idea how many potential clients…

Your first call is your only shot. Don’t waste it. Too many law firms assume they’ll get a second chance to sign a client, but the truth is, you rarely do.

Most law firms think they can "follow up lat…

In this inaugural episode, Gary Falkowitz dives into a hard truth that many in the legal industry avoid: winners work on the weekends.

Potential clients don’t operate on a nine-to-five schedule, and n…