What if transforming your client intake process was the key to a stronger, more sustainable law firm? In this episode of Great Practice, Great Life, Steve sits down with Lori Pulvermacher to explore this often-overlooked but critical topic.

Lori explains why the client intake process is essential for long-term success—and how it’s frequently neglected. She and Steve discuss how implementing a consistent, documented system helps maintain high standards of service while reducing daily stress. Lori also shares practical tips to improve time management and create a healthier work environment for your entire team.

They dive into common mistakes law firms make with intake, including inconsistent pricing, excessive paperwork, and the absence of a dedicated intake team. Lori emphasizes the importance of setting clear expectations and knowing when to say no to the wrong clients—moves that ultimately improve client quality and overall firm performance.

The conversation also explores how visual tools and modern technology can streamline your intake process. You’ll learn how these strategies not only attract ideal clients but also reduce stress for your staff. Lori demonstrates how upgrading your intake system can boost client satisfaction and foster long-term loyalty.

Whether you handle intake yourself or lead a team, this episode offers valuable insights to strengthen your practice. Tune in to discover how refining your intake process can lead to a more profitable and fulfilling law firm.

In this episode, you will hear:

• Importance of a structured and consistent client intake process for law firms
• Strategies to streamline the intake process using technology and visual tools
• Common mistakes in client intake, such as inconsistent pricing and overwhelming paperwork
• Setting clear expectations and ensuring mutual compatibility with clients
• Benefits of saying no to unsuitable cases to open capacity for growth
• Best practices for improving the intake process, including team training and clear communication

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Supporting Resources:

• Lori Pulvermacher, Practice Advisor: atticusadvantage.com/team/lori-pulvermacher
• Law Firm Coaching: atticusadvantage.com/coaching
• DISC Assessment: atticusadvantage.com/disc-assessment
• Workshop: Intake Mastery: First Impressions to Forever Clients: atticusadvantage.com/workshops/intake-mastery-workshop (Use discount code PODCAST100 for $100 off your registration!)
• Episode 118: The Shortcut Lawyers Need: A Guide to Seamless Onboarding: atticusadvantage.com/podcast/the-shortcut-lawyers-need-a-guide-to-seamless-onboarding
• Episode 117: Onboarding as a Competitive Advantage: 7 Essential Tips for Law Firms: atticusadvantage.com/podcast/strategic-onboarding-for-law-firms
• Episode 050: Why I Love Conflict with Lori Pulvermacher: atticusadvantage.com/podcast/why-i-love-conflict-with-lori-pulvermacher
• Episode 092: You’re Late Again! Tips on Navigating Workplace Expectation, Communication, and Other Fun Challenges with Lori Pulvermacher: atticusadvantage.com/podcast/youre-late-again-tips-on-navigating-workplace-expectation-communication-and-other-fun-challenges-with-lori-pulvermacher
• Episode 102: Holiday Marketing Made Simple: 5 Tips to End the Year Strong with Lori Pulvermacher and Aaron Rothert: atticusadvantage.com/podcast/holiday-marketing-made-simple-5-tips-to-end-the-year-strong-with-lori-pulvermacher-and-aaron-rothert
• Episode 103: Breaking the Sales Stereotype: A New Approach for Lawyers with Lori Pulvermacher: atticusadvantage.com/podcast/breaking-the-sales-stereotype-a-new-approach-for-lawyers-with-lori-pulvermacher

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.