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For each stage of your intake process, rate the caller's experience — not how well you think your team performs, but what it actually feels like to be on the other end of the phone. Be honest. That's what makes this useful.

1
First Contact — The Call Is Answered
What does the caller experience in the first 10 seconds?
The Caller's Experience
"I've just called a law firm about something that's worrying me. The phone rings. Someone answers. In the first 10 seconds I'm already forming an impression — do they sound like they're glad I called? Do they seem competent? Do I feel like I'm in the right place?"
Rate the Caller Experience (1 = Poor, 10 = Excellent)
Speed of answer6
Warmth of greeting6
Professionalism7
What's the biggest problem a caller experiences at this stage? (optional)
2
Being Heard — Telling Their Story
What does the caller experience when sharing why they called?
The Caller's Experience
"I'm trying to explain what happened to me. I need this person to understand. Are they listening? Do they seem to care? Are they asking questions that make sense, or does it feel like they're just filling out a form? Do I feel judged or understood?"
Rate the Caller Experience (1 = Poor, 10 = Excellent)
Feeling truly heard6
Empathy from the rep5
Quality of questions asked6
What's the biggest problem a caller experiences at this stage? (optional)
3
Getting Answers — Clarity & Direction
Does the caller leave with a clear understanding of next steps?
The Caller's Experience
"I came into this call scared and confused. I wanted to know: can you help me? What happens next? How does this work? Am I leaving this call with a clearer picture than when I called — or am I still in the dark?"
Rate the Caller Experience (1 = Poor, 10 = Excellent)
Clarity on whether firm can help7
Understanding of next steps6
Confidence instilled in caller6
What's the biggest problem a caller experiences at this stage? (optional)
4
Booking — The Moment of Commitment
How does the caller feel when asked to schedule a consultation?
The Caller's Experience
"They're asking me to commit to a meeting. How does that feel? Does it feel natural — like a logical next step? Or does it feel like they're trying to push me into something? Do I know what I'm agreeing to? Is the process easy or confusing?"
Rate the Caller Experience (1 = Poor, 10 = Excellent)
Natural flow to booking6
Ease of scheduling7
Clarity on what consult involves5
What's the biggest problem a caller experiences at this stage? (optional)
5
After the Call — Confirmation & Follow-Through
What happens to the caller's confidence after they hang up?
The Caller's Experience
"I've hung up. What happens now? Do I get a confirmation? Does anyone follow up if I don't show? If I have a question, do I know who to call? Or do I feel like I've been booked and forgotten about until the appointment?"
Rate the Caller Experience (1 = Poor, 10 = Excellent)
Confirmation received5
Felt remembered / valued5
Knows what to expect next4
What's the biggest problem a caller experiences at this stage? (optional)
Analyzing caller experience across all stages...
Experience by Stage
Where the Experience Breaks Down
About This Tool

What Callers Feel Is
What Converts

Law firms spend an enormous amount of energy thinking about what their intake reps say. Very few spend time thinking about what callers feel. Those two things are not the same. A rep can use all the right words while still making a caller feel rushed, unheard, or like a transaction. And a caller who doesn't feel right about a firm will choose another firm — even if the legal service is identical.

This tool walks through your intake process from the caller's side, asking you to rate the experience at each stage honestly. The result is a clarity gap report that shows you exactly where the caller's experience degrades — and what specific changes will close each gap. It's the missing lens in most intake improvement efforts.