Welcome to Episode 21 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 one, things really go off the rails, as host Nick Werker has taken over full control of the show. With producer Joe metaphorically duct taped to his chair and co-host Tony Prieto also held hostage, Nick spends the episode confessing some of Answering Legal's past failures.

Nick first takes us inside a pair of call-forwarding mishaps that could have been avoided through better education and communication from his team. Our experts then turn their attention to mistakes involving law firms’ online listings and discuss nightmare scenarios like Google marking your practice as closed, competitors suggesting damaging edits to your profile or your firm’s location coming up as a Chipotle. This episode features one mistake after another, with plenty of valuable lessons about what not to do at your practice.

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

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/5dex34fb

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

Welcome to Episode 20 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.

Huge news! The Legal Intake Experts is now officially part of the Legal Broadcasting Company family, and to celebrate, we welcome LBC Co-Founder Jared Correia as a guest host. As with any podcast featuring Jared, this conversation goes off the rails in a hurry, as the host share memories of watching Optimus Prime's demise, the Rugrats Chanukah special and the TV show "Revolution" (which may or may not have been terrible, depending on which expert you ask).

Eventually, the crew gets back on track, and discusses the intake and workflow mistakes that quietly cost law firms money, the problems that come from marketing without a CRM in place and the flawed processes attorneys use to select new tech solutions.

This one is half intake masterclass, half doomsday scenario planning, and fully worth your time.

Guest Info: Jared Correia — Legal industry consultant (Red Cave Legal Consulting), podcaster, and co-founder of the Legal Broadcasting Company.Learn more about the Legal Broadcasting Company here: https://legalbroadcastingcompany.com/

The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/4yjrbs36

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/mrce83z

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

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

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

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

Welcome to Episode 16 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.

After being called out by our experts in a recent episode, Ron Latz (Founder of LegalFenix) joins the show to set the record straight. Ron, Nick Werker and Tony Prieto break down how call tracking and intake audits can reveal missed opportunities, why law firms should focus on what happens after the phone rings and how better systems can help firms maximize the value of leads that are already being generated. They also explore common agency transparency issues and expose some of the ways "bad actors" in the marketing space take advantage of law firms.

Ron Latz is the Founder of LegalFenix, a marketing advisory firm redefining how law firms approach growth. With more than 15 years in the legal marketing industry, Ron has guided countless firms through the complexities of modern marketing with clarity and candor.

Known for his vendor-neutral stance and results-driven approach, he helps law firms align strategy with execution, optimize budgets, and rebuild trust in their marketing partnerships. Whether he’s decoding agency jargon, demystifying performance reports, or designing a blueprint for sustainable growth, Ron’s mission is to give law firms the clarity and confidence they need to win.

Learn more about Ron's company here: https://legalfenix.com/Connect with Ron on LinkedIn here: https://www.linkedin.com/in/ronlatz/

The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/5x95643m

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/372kwmr4

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

Welcome back to 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 Episode 15, Nick Werker and Tony Prieto dive into what it really takes to evaluate your law firm’s intake performance and stop letting good cases slip through the cracks. They break down the numbers that actually matter, from missed calls to conversion rates, and show how even small breakdowns can cost you real opportunities. Along the way, they share how to review your intake conversations, spot exactly where things are going wrong and make the adjustments that turn more prospects into signed clients.

The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/hfs4s645

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/44mnrds8

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.

Welcome back to 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 Episode 14, Nick Werker and Tony Prieto break down how follow-up speed can make or break a law firm’s ability to win new clients. They explore why today’s prospects expect fast responses, how delays lead to lost opportunities and what communication methods clients actually prefer. The conversation also highlights the importance of building a clear intake system that ensures every inquiry is handled quickly, consistently, and effectively.

The Legal Intake Experts is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/4kanr3mn

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/2btd4a38

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.