Intake Speed Test

Ten questions. Fast and right: your Speed and your Quality are scored apart, then the three biggest leaks.

1. Who answers a lead who reaches you after hours?

Nobody until the next dayVoicemail or a form, someone replies laterAn instant reply, day or night

2. How long until a new lead gets a first reply?

Hours or moreWithin the hourSeconds to minutes

3. How does a lead get onto the consult calendar?

Back and forth by phone or emailWe send a link when we rememberThey book themselves in the first reply

4. How fast does the engagement letter go out after the consult?

Days, drafted by handSame day, from a templateMinutes, generated and sent for signature

5. How does the client pay?

Invoice later, chase by handInvoice with a pay linkPay link inside the signing flow, reminders automatic

6. How many follow-ups does a quiet lead get?

None or oneTwo or three by handA set sequence until they book or say no

7. What happens when a lead misses the consult?

NothingSomeone may callAutomatic reschedule message and reminders

8. Where does the lead's data live?

Several places by handOne place, some retypingOne record every step reads from

9. Does the first reply use the lead's name and case type?

GenericName onlyName and case type, personal at scale

10. Is there a defined step where a lawyer reviews fee, scope and conflicts?

No defined stepInformal, depends on who is inYes, written and enforced