Generate a custom pre-consultation checklist your intake reps complete before handing any lead off to an attorney. Printable, interactive, and tailored to your firm.
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The consultation is the moment that converts a lead into a client. But what happens in the 24 hours before that meeting — how well the intake rep has prepared the attorney and the caller — determines the outcome as much as the attorney's performance in the room. An attorney who walks into a consultation without key facts is starting at a disadvantage.
This tool generates a customized pre-consultation checklist your intake reps complete before any handoff. It covers client information, case facts, documents to request, logistics, and a rep sign-off. Use it as a training standard and a daily operational tool.