Intake & LeadsLaw Firms● Running at real firms now
Weekly Intake Report
Every Monday morning: who was accepted, deferred, declined, and referred last week — with running totals. Zero compiling.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
“How was intake last week?” shouldn’t require someone to compile a spreadsheet.
What it does
✦Every Monday morning, an email arrives with the week’s intake decisions — accepted, deferred, declined, referred
✦It includes names, percentages, and month- and year-to-date running totals
✦One glance answers the question
What it replaces
The manual weekly report nobody has time to make.
Is it real?
Landing in a managing attorney’s inbox every Monday right now.
Want to see how this fits your business?