『The Legal Intake Experts』のカバーアート

The Legal Intake Experts

The Legal Intake Experts

著者: Answering Legal Podcast Network
無料で聴く

Welcome to The Legal Intake Experts podcast, hosted by Nick Werker and Tony Prieto! For years, Nick and Tony have been part of Answering Legal, helping growing law firms make sure they never miss an opportunity to connect with new leads. Now, they’re pulling back the curtain to share their top strategies for strengthening your intake process and converting more callers into clients. Tune in!Answering Legal Podcast Network
エピソード
  • It's Time To Declare Independence From Your Law Firm's Phone
    2026/07/13

    Welcome to Episode 19 of The Legal Intake Experts podcast! For more than a decade, Answering Legal has helped growing law firms ensure they never miss a chance to connect with new leads. Now, we’re pulling back the curtain to share our best strategies for strengthening your intake process and turning more callers into clients.

    Summer is in full swing, and hosts Nick Werker and Tony Prieto kick things off with an extended (and extremely competitive) debate about hot dog eating contests before turning to the real theme of the episode: freedom. Even though we live in "the land of the free," plenty of law firm owners feel trapped by their own intake process — every ringing phone is a tradeoff, every caller is high stakes, and it never seems to end. Our experts walk through how solo and small firms can build systems — from a well-scripted voicemail greeting, to a properly customized answering service, to a clearly defined Ideal Client Profile (ICP) — that shift the burden of intake off the attorney and onto a trained team.

    Topics Covered:-Why batching videos is a smart content strategy for lawyers-Feeling "trapped" by golden handcuffs as a law firm owner-Writing a professional, honest voicemail greeting when you're a solo practitioner-Choosing and customizing an answering service to match your firm's niche-Defining and training your team on your Ideal Client Profile (ICP)-Giving positive and constructive feedback to an intake team-Leadership as a cultural habit: intercepting problems instead of forwarding them-Why the "scrappy underdog" mindset holds growing firms back-Delegating ownership so the business isn't dependent on the owner

    People & Resources Mentioned:Chris Earley — host of The Earley Show (Answering Legal podcast network)Delisi Friday— founder of First Call Friday

    The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/3vhfuubk

    Want to connect with our experts? Reach out to Nick Werker via email at nick@answeringlegal.comReach out to Tony Prieto via email at tprieto@answeringlegal.com

    Interested in learning more about Answering Legal? Book an appointment to speak with us here: https://tinyurl.com/ybn4am3b

    You can also give us a call at 631-502-5070.

    This podcast is produced and edited by Joe Galotti. You can reach Joe via email at joe@answeringlegal.com

    続きを読む 一部表示
    34 分
  • Delisi Friday On What Law Firms Should Do After Getting A Referral
    2026/06/29

    Welcome to Episode 18 of The Legal Intake Experts podcast! For more than a decade, Answering Legal has helped growing law firms ensure they never miss a chance to connect with new leads. Now, we’re pulling back the curtain to share our best strategies for strengthening your intake process and turning more callers into clients.

    In this episode, Nick Werker and Tony Prieto are joined by a very special guest co-host: Delisi Friday, founder of First Call Friday. Together they cover the most common intake mistakes around referrals, who should be responsible for thanking referral sources, how to build intake workflows that handle referrals automatically and why the intake process for a referred lead isn't as different from a cold lead as you might think. Also in this episode we celebrate Delisi's birthday and get a surprising thought from Tony about Hannibal Lecter.

    Guest Info:Delisi Friday — Founder, First Call FridayDelisi's website: https://www.firstcallfriday.com/Free resources from Delisi: https://www.firstcallfriday.com/resources

    Topics Covered:-The #1 mistake law firms make when a referred lead calls in-Who in the firm should be thanking referral sources — and when-Why referred clients still Google you before they call-How to train your intake team to warm transfer rejected cases-The economics of referral vs. ad-based lead generation-Using tech (CRMs, Salesforce, Litify) to automate referral follow-through-Jay Ruane's book Analog Marketing in a Digital World and systematizing relationships-The tribal lawyer exception — and why your intake team needs a referral partner list

    People & Resources Mentioned:Pocket Docket — Delisi's online community for law firm referral marketingJay Ruane — Author, Analog Marketing in a Digital WorldBen Glass — Founder, Great Legal Marketing; Managing Attorney, Ben Glass Law

    The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/yvyntmc8

    Want to connect with our experts? Reach out to Nick Werker via email at nick@answeringlegal.comReach out to Tony Prieto via email at tprieto@answeringlegal.com

    Interested in learning more about Answering Legal? Book an appointment to speak with us here: https://tinyurl.com/y26pvyv2

    You can also give us a call at 631-502-5070.

    This podcast is produced and edited by Joe Galotti. You can reach Joe via email at joe@answeringlegal.com

    続きを読む 一部表示
    33 分
  • Is Your Intake Ready When It Matters Most?
    2026/06/11

    Welcome to Episode 17 of The Legal Intake Experts podcast! For more than a decade, Answering Legal has helped growing law firms ensure they never miss a chance to connect with new leads. Now, we’re pulling back the curtain to share our best strategies for strengthening your intake process and turning more callers into clients.

    In this episode, hosts Nick Werker and Tony Prieto dig into one of the most overlooked aspects of law firm intake: time sensitivity. If your practice handles arrests, car accidents, DUIs, family emergencies, or anything that demands an immediate response, this episode is required listening.

    Chapters:0:00 Intro & Tony's Sick Voice2:25 Today's Topic: Time-Sensitive Cases3:02 Are You Always Early or Always Late?6:35 Why Availability Is Everything for Law Firms7:00 The $10 Million 2 AM Call Story9:06 Your Duty to Be Available11:04 The Lawyer's Version of the ER13:44 How Intake Must Evolve with Modern Search16:05 CRM, Auto-Replies & Morning Lead Routines17:34 Should You Call or Email Web Form Leads?20:06 Building the Right Intake Team21:26 Roleplay an Intake Call (Future Episode Idea)23:09 How Answering Legal Handles Urgent After-Hours Calls26:00 The Plan: Answering Legal as Your First Step28:14 The Parable of Talents and Your Law Practice29:03 Sponsor Plug & Outro

    Topics Covered:-Why the phone call remains the most urgent form of client communication — even in 2026-The $10 million 2 AM call story: a real Answering Legal customer who captured a massive case because he signed up for the service hours before the call came in-The "duty to advertise" mindset — and why availability is part of that same duty-How different legal emergencies (DUI arrests, car accidents, divorce triggers) happen at specific times, and how to prepare your intake accordingly-Why intake isn't just about what you say — it's about knowing the process and communicating it clearly to callers-The web form vs. phone call communication preference debate-How to arm an answering service like Answering Legal with the right information so they become a powerful first step in your intake chain

    The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/m8hhttb5

    Want to connect with our experts? Reach out to Nick Werker via email at nick@answeringlegal.comReach out to Tony Prieto via email at tprieto@answeringlegal.com

    Interested in learning more about Answering Legal? Book an appointment to speak with us here: https://tinyurl.com/28tu77n8

    You can also give us a call at 631-502-5070.

    This podcast is produced and edited by Joe Galotti. You can reach Joe via email at joe@answeringlegal.com

    続きを読む 一部表示
    30 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません