『Law Firm Intake』のカバーアート

Law Firm Intake

Law Firm Intake

著者： Zara
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10月19日まで。※適用条件あり
Law Firm Intake Ops Explained is a law firm intake ops podcast for small-firm managing partners and intake/office managers—conflict checks, matter opening, and realization-rate ops. We own conflict-check workflows, matter opening hygiene, intake scripting, and realization-rate ops for small firms. Practical law firm intake operations—not courtroom drama. Search Law Firm Intake Ops Explained on Spotify and Apple Podcasts for weekly conflict check, matter opening, and intake ops episodes. Audio for this show is produced with AI assistance. Episodes are researched, scripted, and reviewed for accuracy before release.

Become a supporter of this podcast: https://www.spreaker.com/podcast/law-firm-intake--7171826/support.© 2026 Let's Work This Sh*t Out 社会科学 経済学
エピソード
  • Law Firm Intake Ops Explained main episode for 2026-07-27

    Law Firm Intake Ops Explained main episode for 2026-07-27
    2026/08/24
    In this episode of Law Firm Intake Ops Explained, we unpack how small firm intake teams can tighten processes at the first phone call to prevent stalled matters, reduce write-offs, and protect realization rates. Discover practical steps for running early conflict checks, matching caller details to form fields, and handling online submissions without delays. We also cover assigning same-day matter entry, tracking quoted fees against final bills, and refining scripts through monthly file reviews.

    Key takeaways:
    - Ask every caller for name, other parties involved, and issue description before scheduling, then run an immediate conflict search.
    - Enter new matters the same day with lead source, work type, and fee details to enable accurate realization tracking.
    - Review all online forms same-day with backup coverage and adjust intake questions based on patterns from underperforming files.
    - Handle edge cases like former client matches or family disputes with a second database check before proceeding.

    These small front-end fixes add up across the week without extra hours.

    📩 Have questions or want to share your experience? Reach out at law@senseofthisshit.com.
    https://www.spreaker.com/podca...
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    5 分
  • Law Firm Intake Ops: Streamline Conflict Checks and Matter Opening

    Law Firm Intake Ops: Streamline Conflict Checks and Matter Opening
    2026/08/17
    In this episode, we unpack how small law firms can eliminate intake delays that drain revenue and reputation by tightening the first hours after a lead arrives. Most bottlenecks stem from unclear steps rather than missing software, so we map out a repeatable sequence you can test immediately: log the potential matter, run the conflict check in one pass, assign ownership early, and move files forward with a simple template. Learn to track time from contact to matter opening, keep pending files visible, and create a one-page process everyone follows the same way.

    Key takeaways:
    - Assign the first response to a single team member before lunch each day for rapid screening
    - Run conflict checks and log details using your existing database in one streamlined pass
    - Use a short intake template and pending folder to prevent leads from vanishing
    - Review weekly time logs to spot patterns and improve realization rates from the start

    Files that open within four hours move faster and bill more cleanly, and the process scales even when volume spikes. 📩 Have questions or want to share your experience? Reach out at law@senseofthisshit.com. Support the show: https://www.spreaker.com/podca...
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    4 分
  • Navigate Law Firm Intake Ops Explained: Cut Conflict Check Delays Fast

    Navigate Law Firm Intake Ops Explained: Cut Conflict Check Delays Fast
    2026/07/13
    In this episode of Law Firm Intake Ops Explained, we break down how small firm teams can eliminate bottlenecks that delay conflict checks and matter openings. Scattered emails, missing details, and informal processes often drag down realization rates, but a streamlined system changes everything. Learn to map your top conflict sources, create one unified intake form that captures all parties upfront, and assign clear ownership for daily reviews. We also cover enforcing signed fee agreements with defined scope before any file advances, plus a fast handoff protocol to attorneys that cuts follow-up questions and protects billable time.

    Key takeaways:
    - Build a single intake form to capture names, prior counsel, and scope on the first call
    - Assign one owner to run conflict checks daily and log results visibly
    - Require signed agreements with exclusions before opening to prevent scope creep
    - Use a 24-hour handoff summary to speed first invoices and improve collections
    https://www.spreaker.com/podca...

    📩 Have questions or want to share your experience? Reach out at law@senseofthisshit.com.
    💛 Join Our Supporters Club ($3 a month) 💛 Ad-free listening + early episodes — help keep independent media alive. Click Here: https://www.spreaker.com/podca...
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    4 分
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