Treat Intake Like a Sales Team

Listen to the full episode here →

Most law firms stop training after onboarding.
But your intake team isn’t a plug-and-play department—they’re the frontline of your business.

They need structure. They need reps.
They need CLE—just like attorneys do.

Intake Is Sales, Not Admin

You wouldn’t expect a trial lawyer to perform without prep.
Yet intake reps are expected to manage pressure, objections, and emotional clients—without consistent development.

Sales teams in other industries train constantly.
Why should intake be any different?

Onboarding Isn’t Enough

Intake is complex. And most of the real skill is built over time.

Without a monthly cadence of training and coaching, your team plateaus.

And when that happens, your close rate stalls, too.

The Masterclass: CLE for Intake

Gary Falkowitz shares how his monthly Intake Masterclass delivers exactly what law firms are missing:

🔹 Tactical sessions focused on specific intake skills
🔹 Live coaching, real questions, real roleplay
🔹 Accountability and structure
🔹 Designed to build confidence and consistency over time

This isn’t just “more training.”

It’s a growth engine for the most overlooked department in your firm.

Final Takeaway

Intake is not a soft skill.
It’s not something you “figure out on the job.”

It’s a sales function—and it demands coaching, systems, and development.
If you want a high-performing intake team, treat them like professionals.

Watch or listen to the full episode above. ⬆️