Answer questions about how leads move through your intake process. Get a visual workflow map, identified stall points, and targeted fixes for each gap.
🔒 All analysis runs in your browser. Nothing is stored.
Most law firms have an intake process — they just don't know what it actually is. Individual reps have developed their own habits. There's a rough sequence that everyone follows most of the time. But the gaps between those steps — what happens to a lead between first contact and a booked consultation, or between a consultation and a signed retainer — are often completely invisible.
This tool forces the process into the open. By answering questions about each stage of your intake workflow, you get a visual map of how leads are moving (or not moving) through your system, with specific flags on the stages where your process has the most gaps. It's the starting point for any meaningful intake improvement effort.