This introductory offer allows firms to understand one of their biggest profit leaks; missed calls. The average firm we work with is losing $100K annually from mishandled calls.

We'll take a focused look at your call handling from the phone system to lead capture. Through mystery calls, call records, firm SOPs, and other insights, we'll understand revenue loss, call handling weak points, and offer a personalized solution to resolve on your own.

This is a do-it-yourself option, so you'll need the team, time and expertise. Fix this alone, and you'll see how powerful operational optimization means to your bottom-line.

We hope you see the value in this important leak and hire us to assist you with the others. If you do have a technical team, the Done-With-You might be even better.

Missed calls are just the beginning. Most firms leak profit across their entire marketing operation; from how leads are handled to how vendors are managed to how much attorney time gets burned on marketing decisions. As you've learned we have 6 core reasons firms leak money month-over-month.

This solution is a comprehensive engagement that identifies every major leak in your marketing and intake systems. We benchmark everything before we start, so at the end you'll have hard numbers showing the recovery and revenue.

Here's what we examine:

- Phone and Intake Systems: Missed calls, call handling, consultation conversion

- Lead Handling: Data entry, attribution, follow-up processes, speed to lead

- CRM Management: Automations, reporting, pipeline visibility, lead nurturing

- Attorney Time: Reclaiming hours lost to marketing tasks that don't require a law degree

- Campaign Architecture: Ensuring your marketing efforts are structured for measurable ROI

- Vendor Management: Evaluating agency and vendor performance, renegotiating or replacing where needed

We'll guide you through every fix. You and your team do the implementation with our hands-on coaching, templates, results, and accountability. This is best for firms with capable staff who need direction and don’t have the additional money for the done-for-you option.

This solution is a comprehensive engagement that identifies and repairs every major leak in your marketing and intake systems. We benchmark everything before we start, so at the end you'll have hard numbers showing the recovery and revenue.

Here's what we examine and repair:

- Phone and Intake Systems: Missed calls, call handling, consultation conversion

- Lead Handling: Data entry, attribution, follow-up processes, speed to lead

- CRM Management: Automations, reporting, pipeline visibility, lead nurturing

- Attorney Time: Reclaiming hours lost to marketing tasks that don't require a law degree

- Campaign Architecture: Ensuring your marketing efforts are structured for measurable ROI

- Vendor Management: Evaluating agency and vendor performance, renegotiating or replacing where needed

This is best for firms that don't have the team, time or experise to do themselves. We help a limited amount of spots each month. We have a small waiting list around one month.

Fractional CMO: weekly meetings, vendor management, campaign optimization, staff development, strategic planning, budgeting, etc. Month-to-month.

Complete Legal CRM: simple yet powerful marketing and crm platform. Manages calls, emails, sms, campaigns, automations, full integrations, etc. Save thousands, train staff eaiser, manage marketing cleaner, and more. Everything mentioned, including unlimited AI phone, content and communications for $297/mo. Month-to-month. Get setup fees ($3K) waved if you're using or sign up for our Done-For-You Solution.