The Law Firm Blueprint

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price continue their series on the critical role of intake for law firms, joined by special guests Chad Celi of ChadGPT and Gary Sarner of ROI360+. They discuss the often-overlooked yet high-stakes world of client intake, revealing actionable strategies that can make a significant difference in the growth and efficiency of your firm. Chad discusses important intake tactics and verbiage to utilize. The panel also breaks down the challenges law firms face, from hiring intake professionals, to properly training staff, and explains how to address these issues head-on. From this episode, you'll learn how to turn your intake process into a competitive advantage! Feel free to click this link to access Gary and Chad’s upcoming “Words to Lose, Words to Use” workshop on Oct 29th! #LawFirmBlueprint #Intake #LawFirmIntake #LawFirmGrowth #ChadCeli #GarySarner #SethPrice #JayRuane Links Mentioned The Law Firm Blueprint  ChadGPT Workshop with ROI360+ - Words to Lose, Words to Use ROI360+ChadGPT

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by Tim Smith, attorney at the Mike Morse Law Firm, and Tony Chapman, fellow attorney and intake star. The group dives into the art and science of intake processes. From identifying the right traits for hiring intake personnel, to balancing empathy and sales skills, this episode is packed with actionable insights for law firms aiming to improve client engagement and conversions. Tim and Tony share their top five traits to look for in intake hires and their approach to scaling intake. They also discuss how to maintain quality control with remote intake staff and the role of AI in call analysis. Whether you're just starting to build your intake team or looking to enhance your existing processes, this episode is full of valuable takeaways. You'll also hear about the critical role of data in optimizing intake performance, using technology to keep clients on the phone during the signature process, and how to handle the emotional challenges intake staff face. Don't forget to like and subscribe for more episodes of The Law Firm Blueprint! #LawFirmBlueprint #Intake #LawFirmIntake #TimSmith #TonyChapman #LawFirmGrowth #SethPrice #JayRuane

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price dive into a deep conversation with RJon Robins, a renowned expert in law firm operations and intake strategies. RJon has been a trailblazer in advocating for the use of non-attorney salespeople in law firms, challenging conventional norms and providing a fresh perspective on how law firms can improve their intake processes and profitability. The conversation delves into what makes an effective non-attorney salesperson, highlighting key traits like empathy, organization, and a genuine interest in helping clients. RJon explains how to structure the compensation of these roles to ensure profitability for the law firm, satisfaction for clients, and motivation for the salesperson. He also outlines a step-by-step training process for salespeople, starting with raising dead leads, and transitioning to structured, client-focused follow-up practices. #LawFirmBlueprint #NonAttorneySalesperson #RJonRobins #LawFirmGrowth #SethPrice #JayRuane

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by Brooke Birkey of Level Up Law Firm Business Coaching to discuss one of the most critical aspects of running a successful law firm: the intake process. Brooke brings a wealth of experience and knowledge, highlighting how law firms can make the necessary shift from traditional receptionist roles to intake specialists who are focused on sales and client relations. With the rise of digital marketing, Brooke explains how this shift is not only essential but also highly beneficial for law firms looking to stay competitive in today's market. Brooke dives into the importance of emotional intelligence in intake, stressing how key it is for intake specialists to connect with potential clients, particularly in areas of personal injury, criminal defense, and divorce law. Brooke also shares strategies for identifying caller types and effectively training intake staff to navigate these calls while balancing emotional intelligence and professionalism. The conversation also explores the differences between fee-for-service and contingency-based cases, and how law firms can tailor their intake processes for each type of client. #LawFirmBlueprint #Intake #BrookeBirkey #LawFirmGrowth #SethPrice #JayRuane

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by intake expert and author of The Law Firm Growth Machine, Kerri Coby White. Together, they explore crucial strategies for optimizing law firm intake processes. Kerri shares her invaluable experience working with firms nationwide, revealing the most common intake mistakes and actionable solutions that firms can implement to convert leads into clients. From integrating intake software to creating a leak-proof intake funnel, this episode is packed with tips every law firm should consider. Kerri emphasizes the importance of having a dedicated intake team, mastering the art of the "two-part conversion," and the role of empathy and leadership in intake. If you’re looking to improve your law firm's client intake process and boost your conversion rates, this conversation is a must-watch. Don't forget to subscribe for more tips on law firm management, intake strategies, and expert insights from the legal industry's top professionals! #LawFirmBlueprint #Intake #KerriCobyWhite #LawFirmGrowth #SethPrice #JayRuane

On this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by the intake maestro, Gary Falkowitz of Capture Now. Together, they explore the often-neglected but vital aspect of law firm management: the intake process. Gary, known for his deep expertise and impactful strategies, shares invaluable insights into how a well-structured intake process can dramatically improve client conversion rates and drive your firm’s revenue growth. Gary delves into the common pitfalls that many law firms encounter when handling intake and provides actionable solutions to overcome these challenges. Learn about the critical importance of consistent follow-up and why integrating various communication channels is key to engaging potential clients effectively.  #LawFirm #Insights #Intake #GaryFalkowitz #SethPrice #JayRuane #LawFirmBlueprint

Welcome to the next edition of the The Law Firm Blueprint’s #summerseries! In this episode, Seth and Jay are joined  by two leading figures in the legal industry, Michael Morse and John Nachazel. A dynamic duo in legal coaching at Fireproof, Morse and Nachazel share their expertise on the critical importance of delegation, the strategic use of data in law firm management, and the keys to scaling a successful legal practice. This discussion offers valuable insights for solo practitioners and those managing large firms alike, providing practical advice on how to grow a business, make informed decisions, and achieve greater success in the legal field. Like, comment, and subscribe for more insights from The Law Firm Blueprint! #LawFirm #Consulting #SummerSeries #MikeMorse #JohnNachazel #Fireproof #Coaching

In this episode of The Law Firm Blueprint, Jay Ruane and Seth Price sit down with Ryan McKeen from Best Era, LLC. Ryan, who recently transitioned into coaching and consulting after achieving a $100 million personal injury verdict, shares his journey of growing a successful law firm. He credits much of his success to Jay and Seth's guidance and delves into the critical aspects of law firm growth, including the importance of marketing, operations, and hiring the right people. The episode concludes with Ryan sharing his vision for Best Era Consulting, where he aims to help law firms achieve success by offering tailored coaching services. He also touches on his new role as faculty at UConn Law School, where he teaches the business of law to the next generation of legal professionals. #LawFirmGrowth # #Coaching #SummerSeries #LawFirmBlueprint #RyanMckeen

In this episode of the Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by special guest Allison Williams, the CEO of Law Firm Mentor and co-author of the best-selling book "Tiger Tactics 2, CEO Edition." Together, they dive deep into the essential strategies that can help law firm owners scale their businesses effectively and sustainably. From the importance of niching down and strategic hiring to the challenges of balancing enthusiasm with focus, this conversation is packed with actionable advice for legal entrepreneurs at all stages of their journey. Allison Williams shares her expert insights on why many law firms struggle with growth, especially when they try to save their way to success instead of investing in the right resources. She discusses the importance of spending wisely to ensure profitability and highlights the common mistakes law firm owners make when trying to scale.  #LawFirmGrowth # #Coaching #SummerSeries #LawFirmBlueprint #AllisonWilliams

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by the remarkable Michael Mogill from Crisp. Together, they dive into the critical topic of coaching lawyers. Michael brings a unique perspective from his extensive experience working with numerous law firms, shedding light on the importance of coaching in uncovering blind spots, fostering behavioral change, and ultimately driving growth. This insightful conversation explores how smart coaching can help law firm leaders navigate challenges, improve operations, and achieve their goals. In addition to the main discussion, Michael, Jay, and Seth touch on the upcoming Crisp Summit, featuring renowned speakers and offering a platform for legal professionals to learn and network. They highlight the importance of balancing mindset and actionable steps in coaching, maintaining focus, and implementing strategic plans to ensure sustainable growth. #LawFirmGrowth # #Coaching #SummerSeries #LawFirmBlueprint #MichaelMogill