The Required Program For Your Intake Team
Gary’s techniques give your Intake & Response Team the knowledge, skills, and tools they require to maximize performance and accelerate law firm growth.
Enroll Your Team In Gary’s Monthly Coaching Program
Maximize revenue, decrease acquisition cost, improve morale, and create intake experts.
Benefits Of The Intake Playbook:
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. Don’t just talk the talk on TV and online. Walk the walk by giving your response team the constant coaching and training that they need. Gary’s coaching will teach your team everything they need to know to maximize the ROI on your marketing, including:
1. The Claimant’s Mentality
When a new claimant contacts your law firm, it is likely the first time in their lives that they’ve ever reached out to a personal injury law firm. Gary will share powerful insights into the thought process of a potential new client that will give your team the confidence they need to effectively communicate with new claimants, when it matters most.
2. Exactly What To Say
The words that your team uses during the intake stage are influential beyond measure. Callers are absolutely judging your law firm by the conversation they have with your intake team. Gary shares his best practices about what to say and what not to say to a new claimant, to ensure your claimant’s experience lives up to your firm’s values and marketing messages.
3. Effective CRM Use
Organizing and prioritizing appropriately are of utmost important. Gary shares his recommendations on how to best utilize a law firm’s CRM so that it becomes part of the solution, not part of the problem.
& Much, Much More.
Gary’s recurring coaching will ensure that everyone on your intake team, from a new hire to a seasoned veteran, is ready to handle inquiries as effectively as possible.
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Enroll Your Team In Gary’s Monthly Coaching Program
Maximize revenue, decrease acquisition cost, improve morale, and create intake experts.
About The Teacher:
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.
About Gary:
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 his students 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.
Thought Leadership:
Gary has been featured by thought-leaders across the legal landscape who seek out his expertise on personal injury intake:
Regular Presenter at:
Enroll Your Team In Gary’s Monthly Coaching Program
Maximize revenue, decrease acquisition cost, improve morale, and create intake experts.
The Course:
Get Your Team Certified With Gary’s 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:
Key Definitions
Understanding The Claimant’s Mentality
Your CRM Is Your Friend
The Do’s and Do-Not’s Of Intake
Pricing
Pricing for the intake playbook is broken down into 3 categories we like to refer to as the 3 C’s; Certification, Coaching, and Consulting:
Certification
Individual Certification Per Staff Member
10-Part Intake Course
Intake Certification
Improved Intake Performance
Monthly Coaching Calls
On-Site Training
Progress Updates
Customized to Your Firm
Coaching
Get Your ENTIRE Intake Team Certified + Twice-A-Month Live Coaching Sessions With Gary Falkowitz
Twice-A-Month Lectures
Intake Certification
Interviews with Communication and Sales Experts
Gary’s Availability for Specific Questions
On-Site Training
Customized to Your Firm
$1499
per student
or
$2499
per law firm
“This program completely revamps your intake team. I guarantee immediate improvement!” 
– Gary
Consulting
A Custom-Tailored Intake Consulting for Your Firm.
Intake Certification
Improved Intake Performance
Bi-Monthly Coaching Calls with Gary Falkowitz
On-Site Training
Customized to Your Firm
Review of Current Practices
Analysis of Recorded Calls
Assessment of Intake Specialists
Remote Consulting Available
Firms Gary Has Helped:
Enroll Your Team In Gary’s Monthly Coaching Program
Maximize revenue, decrease acquisition cost, improve morale, and create intake experts.
Testimonials
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 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.
DiPasquale Moore
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.
Berry Law
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.
Newsome Melton