The Intake Playbook

Why a Lawyer Must Call the Client Within 24 Hours [010]


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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 the first 24 hours post-retention matter most

🔹 How silence creates second thoughts

🔹 What systems your firm need to trigger follow-up

🔹 How to make clients feel reassured and respected

Biggest Insight:

Your intake got them in. Your voice keeps them in.

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The Intake PlaybookBy Gary Falkowitz