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228. James Helm, TopDog Law — Pt.2 Supercharged Intake: From Info Gatherers to Contract Closers

Personal Injury Mastermind

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Improving the Intake Process and Closing Deals

This chapter explores the importance of improving the intake process to drive conversions and close deals for law firms. It discusses the mindset of the intake team as a sales team, the use of conditional logic to decrease human error, and the process of closing the deal on the phone.

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