The Intake Playbook podcast

The Intake Playbook

1
The Intake Formula Every Law Firm Should Know [019] 7:07

13일 전7:07

나중에 재생

리스트

7:07

Think intake ROI is hard to measure? It’s not. It’s a math problem—and Gary gives you the formula. In this episode of The Intake Playbook Podcast , Gary Falkowitz shows how to calculate the financial impact of missed intake opportunities. If you’ve ever wondered, “How much is this call really worth?”—this episode gives you the answer. What You’ll Learn: 🔹 How to calculate the cost of missed or mishandled intake 🔹 What intake delays and drop-offs are costing you 🔹 How to turn simple data into smarter decisions 🔹 Why intake is your firm’s best ROI lever 🎧 Watch the full episode and stop leaving money on the table. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
This Intake Mindset Shift Changed Everything [018] 5:45

20일 전5:45

나중에 재생

리스트

5:45

The firms with the most predictable growth don’t just react to leads. They lead the intake conversation. In this episode of The Intake Playbook Podcast , Gary Falkowitz breaks down how shifting from reactive to proactive intake creates a stronger client experience, builds trust, and leads to more signed cases—without needing more leads. What You’ll Learn: 🔹 Why intake should be treated like a growth strategy 🔹 The mindset shift from screener to guide 🔹 How education and empathy convert better than checklists 🔹 What it takes to build momentum through intake 🎧 Watch the full episode and start making your intake team a growth driver—not just a gatekeeper. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Accountability Starts with Setup [017] 6:04

26일 전6:04

나중에 재생

리스트

6:04

If you’re frustrated with your intake team, ask yourself this: Did I actually give them a system to succeed? In this episode of The Intake Playbook Podcast , Gary Falkowitz explains why intake performance is usually a process issue—not a personnel one—and how most firms are setting reps up to fail without realizing it. What You’ll Learn: 🔹 What hesitation really tells you about your system 🔹 Why coaching won’t work without structure 🔹 How to create a clear, supportive feedback loop 🔹 What tools every intake rep needs to win 🎧 Listen now and stop blaming the people— fix the process first. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
The Fastest Firm Wins—Not the Biggest [016] 5:51

5 weeks 전5:51

나중에 재생

리스트

5:51

Think your firm needs more intake staff? You might just need a faster process. In this episode of The Intake Playbook Podcast , Gary Falkowitz explains why law firms rush to hire before they’ve fixed the real issue: speed and system breakdowns. Because when clients don’t hear back fast enough, they’re gone—and adding another rep won’t fix that. 📊 What You’ll Learn: 🔹 Why bigger teams don’t guarantee better performance 🔹 The 5 core metrics every intake leader should track 🔹 How to spot a capacity issue hiding as a people problem 🔹 What to optimize before making your next hire 🎧 If your team feels maxed out, this episode will change how you think about intake capacity. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
From Scripts to Strategy: The Mastermind Shift [015] 5:07

8 weeks 전5:07

나중에 재생

리스트

5:07

Law firm owners have masterminds. So should your intake team. In this episode of The Intake Playbook Podcast, Gary Falkowitz explores how mastermind-style learning environments can dramatically improve intake performance. Because when reps collaborate, share wins, ask real questions, and learn from peers—they stop checking boxes and start leveling up. What You’ll Learn: 🔹Why masterminds are the future of intake training 🔹How community increases buy-in and confidence 🔹What intake reps gain when they’re not training alone 🔹Why shared learning outperforms solo scripts every time 🎧 Listen to the full episode and see how the Intake Masterclass mirrors the mastermind model—on purpose. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Treat Intake Like a Sales Team [014] 6:00

9 weeks 전6:00

나중에 재생

리스트

6:00

What if your intake team had CLE? In this episode of The Intake Playbook Podcast, Gary Falkowitz breaks down why ongoing, structured training is the key to intake performance—and how most firms are leaving money on the table by treating intake like admin. 🔥 What You’ll Learn: 🔹 Why intake is sales—and should be coached like it 🔹 The dangers of one-time onboarding 🔹 How the Intake Masterclass mimics CLE for non-lawyers 🔹 What consistent coaching does for morale and results 🎧 Ready to start treating intake like the professional skill it is? Listen the full episode now. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Every Lost Lead Is a Lesson [013] 7:47

11 weeks 전7:47

나중에 재생

리스트

7:47

Want to improve your intake numbers? Start with the people who said “no”. In this episode, Gary Falkowitz breaks down the five most common reasons law firms lose leads —and how to turn that data into insight, training, and wins. You’ll learn: 🔹How to identify what’s really breaking your process 🔹What patterns exist across missed opportunities 🔹Why your CRM should flag leads for review 🔹How to use losses as leverage to grow Biggest Insight: You’re not losing clients because you’re bad at intake. You’re losing them because you’re not learning from the ones you lost. 🎧 Listen to the full episode and start turning losses into your firm’s biggest growth opportunity. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Intake is Won or Lost in the First 3 Minutes [012] 7:18

12 weeks 전7:18

나중에 재생

리스트

7:18

Want to know when most firms lose the client? Before minute four. In this episode, Gary Falkowitz breaks down exactly what your intake team must say in the first 3 minutes to keep the potential client engaged, confident, and committed. This episode ties together two earlier foundations we’ve already laid: 🔵 In Episode 004, we introduced CPR in 15 seconds —the importance of showing compassion and proactive reassurance immediately. 🔵 In Episode 008, we unpacked why your team must make a clear decision within 3 minutes — Retain, Refer, or Reject . Now, in Episode 012, we connect those principles into a full 3-minute framework that shows how to earn trust, lead the call, and close the gap between interest and commitment—fast. You’ll learn: 🔹How to open the call to build emotional trust 🔹What phrases make clients stay—or leave 🔹How to train your team to lead with clarity 🔹The formula for a winning intake opener Biggest Insight: You’ve got 180 seconds. If you don’t lead them well, the client will lead themselves elsewhere. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
How to Build a High-Performing Referral Strategy [011] 12:10

14 weeks 전12:10

나중에 재생

리스트

12:10

Most law firms treat referrals like a bonus. But when managed right, referrals are the most cost-effective, scalable path to consistent revenue. In this episode of The Intake Playbook Podcast , I walk you through the biggest mistakes I see firms make with referrals—and exactly how to fix them. You’ll learn: 🔹 Why warm transfers should be a non-negotiable standard 🔹 How to hold referral partners accountable (just like internal staff) 🔹 Why follow-up is your responsibility—not theirs 🔹 How to keep the referred clients engaged, even after they’ve been handed off 🔹 What a real referral system looks like If you want to build passive revenue through referrals, it’s time to stop winging it and start treating it like a real part of your growth strategy. Biggest Insight: Referrals done right are low-effort, high-return. But done wrong, they quietly kill trust, reputation, and results. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Why a Lawyer Must Call the Client Within 24 Hours [010] 6:43

15 weeks 전6:43

나중에 재생

리스트

6:43

Retention doesn’t mean the relationship is solid. Not yet. In this episode, Gary Falkowitz unpacks one of the most overlooked steps in client onboarding: the attorney welcome call. You’ll learn: 🔹 Why the first 24 hours post-retention matter most 🔹 How silence creates second thoughts 🔹 What systems your firm need to trigger follow-up 🔹 How to make clients feel reassured and respected Biggest Insight: Your intake got them in. Your voice keeps them in. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Fear of Reviews Is Killing Your Intake Strategy [009] 3:44

16 weeks 전3:44

나중에 재생

리스트

3:44

One of the biggest fears intake teams have is this: “What if we sign a questionable case… and have to drop it later?” In this episode, Gary Falkowitz dismantles that fear and reveals the truth: Negative reviews don’t come from being dropped. They come from being ignored, confused, or disrespected. You’ll learn: 🔹How to drop a client without damaging your reputation 🔹What language to use at the beginning of the relationship 🔹Why “maybe” cases are worth signing 🔹How communication can turn letdowns into loyalty Biggest Insight: Handled right, even a dropped case can lead to a 5-star review. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
The 3-Minute Rule: Retain, Refer, or Reject—Legal Intake [008] 5:17

17 weeks 전5:17

나중에 재생

리스트

5:17

When a claimant calls your firm, they’ve given you a window—3 minutes or less to show them whether you’re interested. In this episode, Gary Falkowitz shares the hard truth: Your intake team must communicate intent within 3 minutes, or risk losing the client for good. You’ll learn: 🔵 What the “3 R’s” are and how to use them effectively 🔵 The costly mistake of over-questioning and under-committing 🔵 Why “review” is the intake code for “you should probably hire someone else” 🔵 How to train your team to decide with clarity and confidence Biggest Insight: If you can’t communicate intent in 3 minutes, your team isn’t trained to win. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
Why Convenience Wins in Legal Intake [007] 5:39

18 weeks 전5:39

나중에 재생

리스트

5:39

Today’s clients want help—and they want it now. They don’t care where you went to law school. They don’t care how much you won for your last client. They care about how easy you are to work with. In this episode, Gary shares a personal story that perfectly parallels the modern client experience—and exposes why most law firms lose business without realizing it. What You’ll Learn: 🔹Why convenience beats quality in intake 🔹The friction points you may not know you have 🔹How to stop pushing good clients away 🔹What it takes to win in a world of instant gratification Biggest Insight: You’re not the only bagel shop on the route—if you make it hard, they’re gone. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.…

The Intake Playbook

1
There’s Money in the Maybe—Why Your Intake Needs a Smarter Filter [006] 3:58

20 weeks 전3:58

나중에 재생

리스트

3:58

The phrase “Is this a case?” might cost your firm millions in lost revenue. In this episode, Gary shares the simple but game-changing shift to make at intake: Change the question to “Could this be a case?” —and open up opportunities you’ve been screening out. With real stories, legal industry examples, and tactical advice, this episode will show you how to capture more value without lowering your standards. What You’ll Learn 🔹 How overly strict intake criteria limit growth 🔹 The “maybe” moment most firms miss 🔹 How to drop clients respectfully when necessary 🔹 Why saying yes (more often) leads to more referrals and revenue Why This Episode Matters Your intake team could be turning away the cases that change your firm’s trajectory. This episode will show you how to reframe intake to spot the real (hidden) opportunities. Biggest Insight It’s not about saying yes to every case—it’s about saying yes to more “maybe” cases. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge strategies and expert coaching.…

The Intake Playbook

1
The Car Dealership Playbook for Legal Intake [005] 5:32

21 weeks 전5:32

나중에 재생

리스트

5:32

There’s a moment on intake calls that separates firms who close… from firms who chase. It’s when a client hesitates. And what your intake team does next determines everything. In this episode, I unpack the overlooked power of escalation—bringing in a higher-level team member when the conversation hits a wall. It’s a move that car dealerships have mastered, and law firms desperately need to adopt. If your team ends too many calls with “Okay, no problem—call us back when you're ready,” you’re not converting… you’re conceding. What You’ll Learn: 🔹 When and how to escalate an intake call the right way 🔹 Why hesitation is a buying signal, not a dead-end 🔹 The exact language intake teams can use to loop in a decision-maker 🔹 How escalation creates trust, authority, and urgency Why This Episode Matters: Potential clients are often unsure, overwhelmed, or afraid to commit. Having a second layer of support shows them that your firm is serious, credible, and prepared to guide them—no matter where they are in their decision-making process. Biggest Insight: The firms that escalate at the right time close more of the leads that other firms lose. SUBSCRIBE: Apple | Spotify | YouTube FIND GARY: Instagram: @theintakeplaybook Facebook: @theintakeplaybook LinkedIn: /the-intake-playbook Website: intakeplaybook.com Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases. Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue. Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge strategies and expert coaching.…

Monster High Reel Drama Doll, Draculaura in Black and White, Collectible Reproduction with Doll-Size and Life-Size Posters, Horror Flick Theme​​​

$10 -PlayStation Store Gift Card [Digital Code]

Legacy: the Creedence Clearwater Revival years

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