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There’s Money in the Maybe—Why Your Intake Needs a Smarter Filter [006]
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 case?”—and open up opportunities you’ve been screening out.
With real stories, legal industry examples, and tactical advice, this episode will show you how to capture more value without lowering your standards.
What You’ll Learn
🔹 How overly strict intake criteria limit growth
🔹 The “maybe” moment most firms miss
🔹 How to drop clients respectfully when necessary
🔹 Why saying yes (more often) leads to more referrals and revenue
Why This Episode Matters
Your intake team could be turning away the cases that change your firm’s trajectory. This episode will show you how to reframe intake to spot the real (hidden) opportunities.
Biggest Insight
It’s not about saying yes to every case—it’s about saying yes to more “maybe” cases.
SUBSCRIBE:
Apple | Spotify | YouTube
FIND GARY:
Instagram: @theintakeplaybook
Facebook: @theintakeplaybook
LinkedIn: /the-intake-playbook
Website: intakeplaybook.com
Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.
Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.
Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge strategies and expert coaching.
View all episodes
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 case?”—and open up opportunities you’ve been screening out.
With real stories, legal industry examples, and tactical advice, this episode will show you how to capture more value without lowering your standards.
What You’ll Learn
🔹 How overly strict intake criteria limit growth
🔹 The “maybe” moment most firms miss
🔹 How to drop clients respectfully when necessary
🔹 Why saying yes (more often) leads to more referrals and revenue
Why This Episode Matters
Your intake team could be turning away the cases that change your firm’s trajectory. This episode will show you how to reframe intake to spot the real (hidden) opportunities.
Biggest Insight
It’s not about saying yes to every case—it’s about saying yes to more “maybe” cases.
SUBSCRIBE:
Apple | Spotify | YouTube
FIND GARY:
Instagram: @theintakeplaybook
Facebook: @theintakeplaybook
LinkedIn: /the-intake-playbook
Website: intakeplaybook.com
Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.
Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.
Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge strategies and expert coaching.