Make no mistake about it. Your intake team is your sales team. And your sales team is the lifeblood of your law firm. What your team says, how they say it, the processes they utilize, the words they state, and the messaging that they convey have a direct and significant impact on the success of your law firm. The Intake Playbook ensures that your law firm utilizes best-in-class standards to maximize the ROI and create advocates from every lead.
Join The Facebook Group
Join our Facebook group for periodic intake insights straight from Gary Falkowitz.
Enroll Your Law Firm In Gary’s “Intake For Beginners” Course
There is no better way to teach your new intake specialists what it means to be a representative of your law firm than to have them embark on the “Intake For Beginners” journey that Gary created.
About Gary Falkowitz:
Gary is one of the only attorneys in the country who has dedicated his career to maximizing the ROI of marketing campaigns through better Intake practices.
Gary believes that most law firms lose a significant percentage of revenue due to inefficient processes at the front-end of their business. Specifically, law firms struggle due to:
- Lack of Accountability
- Inadequate Training
- Limited Resources
- Insufficient Coaching
- Absence of Leadership
- Excessive Improvisation
With The Intake Playbook, Gary’s goal is to share with the legal industry how best to tackle these weaknesses and provide clear and precise guidelines on how to ensure a better process, a better experience, and a better result. Intake should not be improvised. There’s a playbook for it. And Gary is ready to share it.
Gary Falkowitz Literally Wrote The Book On Law Firm Intake
Gary’s book on intake is meant for attorneys who are looking to learn the intake process so they can more adequately prepare their team to convert leads into clients. Begin your journey to improving your intake and signing more cases by reading this book.
Gary has been featured by thought-leaders across the legal landscape who seek out his expertise on personal injury intake:
Regular Presenter at:
Retain Gary For Consulting Services
Bring Gary into your law firm for an in-person consultation. Sometimes all you need is an objective and experienced perspective to ensure that things are running smoothly.
Get Your Team Certified With Gary’s Intake Certification Course
Gary created an Intake Certification course that is broken up into 10 modules, each of which are specifically designed to prepare your intake team to take your law firm’s new client intake to the next level. Below are just a few of the courses that Gary offers in his certification program:
Understanding The Claimant’s Mentality
Your CRM Is Your Friend
The Do’s and Do-Not’s Of Intake
“Intake for Beginners”Course
10-Part Video Series
Strong Understanding of the Intake Process
Created for Newly Hired Specialists
A No-Brainer for New Hires
Cost: $1,999 Per Law Firm
“This program completely revamps your intake team. I guarantee immediate improvement!”
The Intake Masterclass
The Only Intake Mastermind In The Legal Industry
Limited Spots Available.
Monthly Classes with Gary Falkowitz
Access to The Intake Playbook Video Library
Access to The Intake Playbook “Intake For Beginners” Course
Access to The Intake Playbook Document Vault
Cost: $999 Monthly
A Complete Law Firm Audit
Assessment of CRM Use
Critique of Recorded Calls
In-Person Presentation to Law Firm
Review of Current Practices
Remote Consulting Available
Firms Gary Has Helped:
Gary Falkowitz’s Intake and Client Advocacy training was truly spectacular. His expertise and insight brought us strategies that resulted in immediate increased conversions. One of his greatest strengths was his straightforward guidance, and ease of customization. This let our law firm create the perfect intake workflow for our situation. Multiple offices and people in multiple locations compels consistency and clarity, and Gary gave that to us. You can’t help but get excited with the incredible energy and warmth that he brings to the table, and how he truly cares about helping you help more clients. Thank you, Gary!
I have had Gary in to my Firm several times now to run a day long intake boot camp for my staff. There is no one in the legal space that can excite anyone about intake the way that Gary does. Gary is the OG on intake and can engage the senior partner to the front desk administrator on the importance of intake and how to do it right way and why it’s the most important department in your firm.
Whitley Law Firm
Gary, by way of training he received running the intake department at Parker Waichman LLP and the systems he has learned since, has the ability to quickly analyze a firm’s intake procedures and recommend and implement policies and procedures that will greatly improve your firm’s profitability. I would not be surprised to see an increase in retained cases of 20% or more after Gary’s suggestions are fully implemented. I highly recommend Gary to anyone who wants to see a dramatic increase in the percentage of new cases retained by their firm.
Parker Waichman LLP
I highly recommend Gary Falkowitz. Gary met with the members of my intake team individually and as a group to make sure he understood our then process and its potential flaws. In getting to know the intake team, Gary provided suggestions for improvement that allowed our firm to implement almost immediately after he completed his observations. Our response time to potential clients and getting contracts sent out and signed on has significantly improved. He is a great resource for our firm! I would recommend him to any law firm seeking to take their intake department to the next level.
Marc Whitehead & Associates
I don’t know how any law firm can invest in marketing and not invest in their intake. My law firm deals with a high volume of intakes on a daily basis. Every newly signed client matters. Moreover, every case that I wanted to sign and lose is devastating. If I can increase my retention rate by even a few percentage points, it can have a significant impact on our law firm’s bottom line. I have not met one person in our industry that understands the value of Intake more than Gary Falkowitz. On a recurring basis, I have Gary speak with my team to ensure they understand how important their role is to our law firm. The ROI of investing in Gary is immeasurable. With complete confidence, I recommend Gary to any law firm that markets for new cases.
Simon & Simon
My firm hired Gary to consult us on intake in 2020. What we thought would be a 2-day once-over to tell us we were doing everything right turned into a long term friendship and business relationship. Gary took the time necessary to uncover that we in fact were not doing everything right and found holes in our intake process. After finding these holes, he worked with our team on building and implementing an action plan. But for hiring Gary, our firm would not be where it is at today.
Gary is a game changer! He truly “gets it” and provides a powerful but respectful outside voice. He has had a positive and dramatic impact on signed quality cases. We are only sorry we didn’t find Gary earlier. Our brand and intake has never been stronger…thanks to Gary’s valuable guidance and approach.
Gruber Law Offices
I’m a client of Gary’s and only have great things to say about him. He knows his stuff and is conscientious and client oriented. He will improve your law firm, especially your intake.
Grimes Teich & Anderson
Gary is an expert in the field. He is professional, easy to work with and results-oriented.
Joye Law Firm
Gary Falkowitz is truly the Michael Jordan of law firm intake. Gary teaches small and large firms how to figure out all of the holes in their funnel and excels at turning firm’s intake teams around. Nobody does it better. Gary has helped our firm grow from one attorney (me) doing basically all of the intake to 7 intake team members as well as 2 full time intake lawyers. Listen to what this man says. If you don’t, you will simply be spinning your wheels for years to come.
Hacking Law Practice
Hiring Gary was one of the most important steps we took in transforming our law firm intake into a true sales process that efficiently, effectively and compassionately serves our potential new clients. Gary’s book has all the information you need, but having him onsite for a few days expedited implementation. Bottom line, if you don’t scale your intake you cannot scale your firm. I highly recommend reading Gary’s book and bringing him to your firm for a couple of days, if you can get him to come.
Gary was spot on with his intake recommendations. Gary partnered with our management team to do a deep dive into the capabilities of our department and our individual personnel. We then worked with Gary to organize the department and redo our procedures to maximize our intake process. We now chase all potential leads and make our sign-up appointments while the client is on his/her initial call. Our conversion rate is up significantly for the second straight year. Gary is the best at what he does.
Edgar Snyder & Associates
Working with Gary Falkowitz has been a game changer for our office. His knowledge, attention to details, and constant innovation make him the preeminent authority on all things intake. He has unlocked the secret to maximizing something that is both critical to any law firm and too often overlooked. The ability to qualify and retain cases is the lifeblood of any law firm, and Gary is in a class all his own and understanding and teaching how to do intake better than anyone else.
Gruber Law Offices
Gary has had a positive impact on our Intake team. He has years of experience with intake conversion and was willing to work with our firm to significantly improve workflow. He’s helped our department streamline intake process which resulted in saving time and improving employee satisfaction.
Gary’s Other Ventures:
The legal industry’s first Customer Experience management program to keep your clients engaged and ensure they have a positive experience with your law firm, turning them into repeat referral sources.
The legal industry’s first and only automated, interactive response solution that ensures every call to your law firm is immediately answered 24/7/365
Co-Counsel With Gary:
Gary has been an avid investor in Mass Torts for most of his career. His access to the industry’s best intake solutions, best marketers and most reliable referral partners gives him an advantage to secure attractive returns on his investments. If you’re wondering how to passively invest in Mass Torts but don’t know where to start, who to partner with or which campaigns to get involved with, Gary’s co-counsel solution might be perfect for you.