Today we’re sharing part 6 in our series on Intake. This isn’t your regular podcast. In this series you’ll get to listen in on actual strategy sessions between Gary Falkowitz and Jim Hacking as they dive into Jim’s intake processes.

Gary Falkowitz advises law firms, attorneys and legal organizations on the importance of creating, utilizing, managing and maximizing the intake process. He has worked with managing partners, associates, paralegals and all other support staff to assist law firms in improving their intake process and, importantly, increasing their conversion percentages.

Through his years of experience, Gary has realized that accountability, implementing strong internal procedures and responsiveness are three of the most important factors to ensure a successful and efficient intake process. It doesn’t hurt that his passion for the subject matter is unrivaled. In short, Gary believes that the key to maximizing a law firm’s revenue is strongly dependent upon the ability to appropriately prioritize and adequately scrutinize the intake process.

Gary is also the author of the book, “The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue”.

4:58 the proof is in the numbers7:11 what do changes do you attribute the success to8:40 cases you are approving and rejecting13:28 being more direct16:11 wanting to talk to one specific attorney20:00 taking control of the call22:55 working with Gary

Listen to today’s episode here.

Want to hear more from Gary?

Tune in to his MaxLawCon 2019 presentation here or watch the video here.

Or, listen in to episode 93 with Gary as a guest on the Maximum Lawyer podcast here. Subscribe to our YouTube channel so you never miss an interview, presentation or training!

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#085 Losing trust in KMS

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