Intake Audit Checklist
A 10-minute self-assessment that reveals where your firm is losing cases. Score your intake operations across five critical areas — speed to lead, call coverage, follow-up persistence, intake quality, and systems visibility.
- 25 yes/no/sometimes questions across 5 intake categories
- Instant scoring: strong operations, operational gaps, or active revenue loss
- Backed by data — 20-40% of inbound opportunities are lost before a conversation starts
- Identifies the exact stage where leads drop off in your funnel
At a Glance
10 min
to complete
25
questions
5
intake areas scored
Free — no credit card required
Forever Task Map
A complete operational accountability tool that maps every recurring task across your entire law firm — from intake to disbursement. Assign owners, managers, and doers to every seat. See exactly where AI can take over.
- 300+ recurring tasks mapped across 14 departments
- 40+ roles defined with clear descriptions and task assignments
- AI readiness scoring with priority levels and deployment status
- View by person to instantly spot overloaded or underutilized team members
At a Glance
300+
tasks mapped
40+
roles defined
14
departments
Free — no credit card required
PI Law Firm Tool Matrix
Map every tool in your PI law firm's tech stack to every operational task — then see exactly where AI agents can take over. Stop guessing which tools matter and start seeing the gaps.
- 30+ tools mapped against 38 operational tasks
- 71 pre-built AI agent ideas with use cases and tool integrations
- Customizable — toggle tools, add your own, edit agent descriptions
- Export to Google Sheets for team collaboration and vendor evaluations
At a Glance
30+
tools mapped
38
tasks covered
71
AI agent ideas
Free — no credit card required
Want a Professional Intake Audit?
We'll secret-shop your firm as a real prospect, document exactly what happens, and show you where you're losing cases. No pitch — just data.