Intern
What you actually do
Two-door test, conflict, speed math. You are intake ops, not a paralegal on matters this week.
Library / law firms / Law firms wire intake speed and consult show, not a stall in email
Firms leak when web forms go to a generic inbox, conflict checks live elsewhere, speed-to-consult is unowned, and SMS is feared so nothing is two-way. This vertical wires form + phone to one contact, consult booked as conversion, a human on replies, and manners that still have a clock — because legal buyers wait less than firms think, and email-only intake is how they hire the next listing.
Firms leak when web forms go to a generic inbox, conflict checks live elsewhere, speed-to-consult is unowned, and SMS is feared so nothing is two-way. This vertical wires form + phone to one contact, consult booked as conversion, a human on replies, and manners that still have a clock — because legal buyers wait less than firms think, and email-only intake is how they hire the next listing.
The weekly number is hours-to-first-touch on new intake and consult show rate. Website sessions are vanity.
Conflict is a field. If it only exists in someone’s head, you will book the wrong consult.
SMS can be two-way confirm with a conservative template. Fear of SMS is not a reason for a 48-hour email lag.
Practice areas are sources/offers, not 12 pipelines of moods. Keep jobs auditable.
Intake stall in email is the leak. A partner 'will look later' is not a stage.
Intern
Two-door test, conflict, speed math. You are intake ops, not a paralegal on matters this week.
Operator
Clock with manners. Conflict as a field. Show. Hired off drip. Partners get tasks, not a second inbox CRM.
CEO
Intake stall is a revenue leak with ethics as an excuse. Speed and show are the numbers. Until they exist, more listings fill an email folder.
Intake form, phone, conflict-check status field, consult event, show, source, matter vs prospect split, SMS with policy, lost_reason (conflict, not a fit, hired elsewhere).
Web and phone write one contact; source tagged
Conflict field → cannot book if failed, or books with a hold — write the rule
Consult booked → reminders; show rate
Hired → matter/delivery; prospect spine stops
Write-in. Match on email/phone.
Why: Two tools, two people.
Done when: Tests from both doors, one record.
Named. Rule for booking.
Why: Headcanon is how you get embarrassed.
Done when: A blocked or held test.
First touch hours. After-hours honest.
Why: Legal shoppers still have a clock.
Done when: Monday median hours.
Reminders, recover, show rate.
Why: Intake into ghosts.
Done when: Show rate named.
Matter vs prospect. Spine stops.
Why: Clients in acquire is unsupervised.
Done when: Hired test not in intake drip.
Form + phone one contact. Conflict field. Last week’s time-to-first-touch even if ugly. Consult reminders. Hired exclusion.
More directory ads, a new website, or a chatbot until intake speed and show exist. Directories into an inbox stall buy someone else’s retainers.
Webform to intake@. Conflict in a spreadsheet. Consults in personal calendars. No show rate. That is a firm with a website, not an intake system.
Hours to first touch, consult show, conflict documented. Not chat widget counts.
They constrain copy and claims. They do not require a 2-day email lag or no stages. Write a conservative template. Still have a clock.
Then intake staff must, and partners get a task with a link. Partner-inbox as CRM is the stall.
Matters are unique. Intake jobs are not. New, conflict, booked, showed, hired, lost.
This week
This week: one contact both doors, conflict field, speed number, consult reminders, hired split. No chatbot as a substitute.
One 'we miss you' postcard is not a system. Holes in the book you cannot name are the leak.
Read ↗A morning-after callback is a eulogy. Membership vs demand vs install are different jobs.
Read ↗Instagram is not a CRM. Mixing first-visit and lapse in one blast cheapens both.
Read ↗Day 7–21 after intro predicts member vs cancel. Failed payments need a human save path.
Read ↗All agencies and services ↗ · coaches franchise systems training brands
Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.