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The Operations Playbook Series · No. 01

The 5,000 Case
Playbook.

How Ethen Ostroff Law signed volume without the attorneys ever touching intake. Five systems, one pay plan, and a follow-up cadence most firms quit on by call three. Book a call and we'll show you how to copy them.

0+ cases handled in a handful of years
0 contact attempts before a lead is closed
0 touches in the first 72 hours

On Your Call We'll Cover

Which of the five systems you're missing

Split role, graded leads, the cadence, the pay plan, or hour coverage.

What an attorney answering intake is costing you

The math on 5 non-billable hours a day, every day.

The cadence that gets to call 14

Most firms stop at call three. Here's why that's the leak.

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Why You Are Reading This

You do not have a lead problem.

Pull last month's leads. Count how many you actually reached, not how many you called once. Count how many got a second call on a Saturday. Count how many are sitting in a status called "no answer" that nobody has touched in nine days.

That pile is not a marketing failure. Your marketing worked. It put the lead in the building. What happened next is an operations problem, and operations problems get solved with roles, cadence, coverage and a pay plan, not a bigger ad budget.

Ethen Ostroff Law handled 5,000 cases in a handful of years with a simple rule underneath it: attorneys practice law, and a trained intake department does intake. Not "mostly." Not "when things get busy." Never.

What An Attorney Costs You On A Dial

The average lawyer bills 3 of 8 hours. That's 38% utilization, and roughly 5 hours a day going to work that doesn't bill.

Source: Clio 2025 Legal Trends Report

Every one of those 5 hours an attorney spends on a lead who won't answer is an hour no one is billing, and the lead still doesn't answer.

Who This Is For

You spend $5,000 a month or more on leads and can't tell which ones died of neglect

Your intake is “whoever picks up”

Your best closer is also your best lawyer, which means you're paying settlement rates for dialing

You've been told to buy more leads to fix a conversion problem

Who This Is Not For

Firms with no lead flow. Fix demand first, then come back. This playbook makes existing leads convert. It does not create them.

The Playbook At A Glance

Five systems. That's the whole thing.

None of these are clever. All five are boring, written down, and enforced. That's why they work.

01

Split the Role

Stop asking one person to answer, chase and close. Three jobs, three skill levels, three pay plans.

02

Grade the Lead

Four lead types. They don't convert the same, so they don't get routed the same or paid the same.

03

Run the Cadence

15 contact attempts in 3 days. Attorney review at 15. Up to 22 when the injury justifies it. Then close it.

04

Pay for the 14th Call

A case closed on call 14 pays the dialer more than a case closed on call 2. That's the entire reason call 14 happens.

05

Cover the Hours Leads Actually Arrive

Nights and weekends aren't overflow. For PI, they're prime time.

Underneath all five: the attorney sets the criteria once and never touches a lead.
Systems 03 & 04

15 touches in 3 days. Then a decision.

Ask a firm owner how many times they follow up. The answer is almost always five or six. Pull the activity log and the real number is two, maybe three, then the lead quietly moves to a status nobody reads.

Stage Window Attempts
Blitz First 72 hours 15 minimum
Attorney review gate At attempt 15 1 decision
Extended chase After the gate, if approved Up to 22 total
Close out After 22 Stop
"One more call can pay for your intake department."

— Ethen Ostroff

A car crash lead came in from social. Two follow-up attempts, no answer, marked non-responsive. Ethen called it himself. Four passengers, catastrophic injuries. The file was worth roughly $500,000. Two attempts is what almost every firm runs. The difference between two and fifteen isn't effort. It's whether somebody's job and paycheck depend on attempt fifteen happening.

Comp Plan That Fails

  • Flat bonus per signed case
  • Same payout for every lead type
  • Paid on calls made
  • Manager chases the cadence

Comp Plan That Works

  • Bonus scales with attempt number
  • Payout weighted by lead difficulty
  • Paid on contact made and cases signed
  • The pay plan chases the cadence
Warning

Do not pay on dials. You will get 200 two-second calls a day and no conversations. Pay on contacts made and cases signed.

The Staffing Math

One additional intake staff member for every 250 leads a month.

Every firm wants the industry average. Use your own number instead.

Run Your Number Illustration: 100 leads/mo, $8,000 avg. fee
Leads last month 100
Leads reached by a human at least once 60
Leads never reached 40
Sign rate on reached leads 20%
More leads reached at 15 touches instead of 3 13
New cases per month 2.6
Average fee per case $8,000
Annual revenue sitting in the gap $249,600
The Same Math At Scale

1,000 leads a month with 20% mishandled puts millions at risk per month. 50 leads a month with 20% mishandled puts tens of thousands at risk. The percentage doesn't care how big you are.

The Scoreboard

Five numbers. Weekly. On a wall.

You cannot run this on instinct. These five, every week, per person and firm wide.

Speed to Lead

Median minutes from lead created to first contact.

Target: Under 15 min

Answer Rate

Inbound calls answered live, in-hours and after-hours.

Target: 90%+

Attempts Completed

Leads that received all 15 attempts in 72 hours.

Target: 90%+

Contact Rate

Leads reached by a human at least once.

Close Rate by Lead Type

Four numbers, not one. Type 1 through type 4.

109

Cases signed by one Attorney Assistant staff member for a single client in 30 days

Internal figure, client identity protected.

Where Attorney Assistant Fits

The systems came first. The company came second.

Ethen Ostroff built this playbook to run his own firm, because he had lead flow he could not staff against and no interest in becoming his own intake department. It worked. Then other firm owners started asking how.

Permanent Staff

Staffline

One person. Your firm only. Never shared. A permanent dedicated staff member, 40 hours a week, working in your systems on any support role you need: follow-up intake, case management, records and bill retrieval, lien reduction, file opening, calendar and inbox, CRM hygiene. Sourced, vetted, and trained by us. Directed by you. Co-managed by both.

Coverage on Demand

Frontline

A live intake team you switch on without adding headcount, sized to your call volume, running nights and weekends. Trained to qualify and close on CFA, flat fee, and retainer. English and Español. QA on every call. Taking a message is not intake.

You Will Still Onboard Them

We handle sourcing, vetting, baseline training, QA, coaching, and performance management. You skip the recruiting cycle and the turnover risk. You do not skip onboarding. You will get a trained person, and you will still need to train them on how your firm does things. Firms that treat this as plug and play struggle. Firms that treat it like welcoming a new employee win.

109

Cases by one of our staff for a single client in 30 days

97%

Answer rate 24/7, up from 82% in-hours only

15 min

Max speed to lead, down from a 34-minute average

6

Follow-up touches in 3 days, was 2 then silence

Attorney Assistant figures, drawn from real client files with identities protected.

Your Next Step

Find out what your intake is actually doing.

Twenty minutes. We'll map where your leads, hours, and revenue are leaking, and hand you the fix list in priority order.

4.9 Google Rating · 5,000+ cases handled