Building on the modern intake techniques shared during the day one panel discussion. This high-energy presentation will address the bigger strategic framework behind intake success.

The goal is to leave attendees with an actionable blueprint to improve conversion before, during, and after the first conversation.

Key discussion areas include:

• Why most firms unintentionally lose cases before the phone even rings
• How to identify hidden conversion leaks in the intake journey
• Operational best practices that ensure faster contact speed, better follow-up, and fewer missed opportunities
• The role of automation, AI, and staffing models in scaling intake without sacrificing empathy
• Benchmarks and KPIs law firms should track to measure intake performance beyond just “signed retainers”
• How top firms are designing repeatable intake systems that drive predictable revenue