What if your intake problem isn't your people… it's your process?

Too many law firms hire an intake specialist, hand them a script, and assume they'll consistently convert leads into booked consultations. But without ongoing coaching, accountability, and performance tracking, even great hires can drift off course and quietly cost the firm revenue.

In this episode of the Your Practice Mastered Podcast, Maria and Megan from The Intake Room break down one of the biggest misconceptions in law firm growth: intake isn't an administrative task, it's the first step in your sales process. They discuss why the most successful firms invest in continuous training, measurable performance, and leadership support long after onboarding.

In this episode, you will discover:

Why treating intake like administration could be hurting your firm's growth
The hidden reason good intake staff begin underperforming over time
What separates high-performing intake teams from average ones
The leadership mistakes that quietly reduce set rates and show rates
The overlooked habits that create predictable revenue and stronger client experiences
Practical questions every law firm owner should ask before hiring more staff

■ Your Practice Mastered helps law firms recruit, train, coach, and support elite intake professionals, non-attorney salespeople, and operational systems that increase revenue while reducing attorney workload. Learn more here: https://thelawfirmsecret.com/

00:00 Why Training Wins In Law Firms

00:45 Why Intake Is A Sales Process

01:48 Why Law Firm Sales Teams Underperform

03:08 The Importance On Setting Clear Expectations

04:58 Coaching Builds Confidence

07:12 Investing in Intake

09:45 Staffing Room System

11:08 Audit Your Intake

13:00 Action Items to Improve Your Law Firms' Intake

14:38 Listen to Your Team

15:03 Final Takeaways