The Intake Playbook

Treat Intake Like a Sales Team [014]


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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 leaving money on the table by treating intake like admin.

🔥 What You’ll Learn:

🔹 Why intake is sales—and should be coached like it

🔹 The dangers of one-time onboarding

🔹 How the Intake Masterclass mimics CLE for non-lawyers

🔹 What consistent coaching does for morale and results

🎧 Ready to start treating intake like the professional skill it is? Listen the full episode now.

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Website: intakeplaybook.com

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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 techniques and expert coaching.

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The Intake PlaybookBy Gary Falkowitz