Home The Problem How It Works Scenarios About Blog Free Audit →
Law Firm Intake · Training

The First 90 Days:
Training Intake Reps That Convert

Most law firms lose 3-6 months of revenue while a new intake rep figures it out. Here is a week-by-week framework.

The Cost of Slow Onboarding

Revenue Impact of Rep Proficiency Gap
Monthly revenue lost when a new rep converts at half the team rate — calculated at $15K avg case value
100 leads/mo, 20% team rate
$30K
Same volume, 10% new-rep rate
$15K
Monthly gap
$15K lost
Calculation: (20% − 10%) × 100 leads × $15,000 avg case value = $15,000/month. Over 90 days = $45,000.

Every week a new intake rep spends below proficiency, your firm is paying full salary for partial performance. At a firm handling 100 leads per month with a 20% conversion rate and $15,000 average case value, a rep converting at 10% instead of 20% costs roughly $15,000 per month in lost revenue. Over a typical 3-month ramp, that is $45,000 in unrealized value.

Week 1: Foundation (Listen Only)

New reps should not handle live calls in week one. Instead, they listen to 15-20 recorded calls covering successful bookings, failed bookings, and objection-heavy calls. After each call, the rep answers three questions: What did the caller actually want? When did the rep gain or lose trust? What was the booking moment? Pair this with a script read-through focused on understanding why each section exists, not memorization. Run the firm's script through the before handing it to the new rep.

Week 2: Shadowed Calls

The rep takes calls with a senior rep listening. After each call, do a 3-minute debrief: one thing that worked, one thing to change, one phrase to practice. Introduce the at Beginner difficulty with 5 rounds per day for objective feedback when the manager is not available.

Week 3: Solo with Safety Net

The rep handles calls independently, but every call is recorded and the manager reviews 3-5 per day. Run every call that did not book through the to identify root causes. This builds the rep's diagnostic ability rather than just tracking outcomes.

Week 4: Metrics Introduction

Now the rep tracks their own numbers: conversion rate, call duration, booking rate by practice area. Compare to their own Week 3, not the team average. Set a 30-day checkpoint: 15%+ conversion on a 20% team target means on track. Below 12% needs diagnosis using the to identify whether the gap is language confidence, product knowledge, or objection handling.

Days 30-90: Deliberate Practice

Run the Objection Trainer at Intermediate difficulty 2-3 times per week. Weekly 1:1 coaching reviews the 2-3 calls with the biggest gap between qualification strength and booking outcome. By day 60, most reps reach 80% of team average. By day 90, the gap should close to within 5 points. If not, check urgency language with the, hedging with the Confidence Scorer, or objection consistency.