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
Lead Revenue Calculator
See how much revenue poor intake is costing your firm every month. Plug in your monthly leads, current conversion rate, and average case value to estimate the missed cases — and recoverable revenue — slipping through the cracks.
- Instant estimate based on your firm's real numbers
- Models the 2-3x conversion lift firms see with better intake
- Quantifies missed cases and lost revenue per month
- No signup — just move the inputs and see your number
At a Glance
60 sec
to your number
3
simple inputs
$0
cost
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.