“Most firms underestimate one thing about intake work.
Even with great tech, it is still hard.
You are talking to people on the phone who are going through the worst weeks of their lives. The software the firm equips them with — modern intake tools, smart workflows, integrations — does not make the call easier. It makes the call possible.
The firms running real intake operations have learned to invest in two things at once: the technology that removes the fumbling, and the training that keeps the empathy. One without the other does not work.
The bonus is what nobody talks about. A spoiled intake team — in the most endearing way, with the right tools in their hands — is also a team that stays. Retention compounds. Recruiting gets easier. The intake operation gets a half-step better every quarter while the firm down the street is still posting the same role.
Cerissa Stevens runs one of the best intake teams in the country and built this dynamic on purpose.”
– Hugo E. Gomez, Founder (Abogados NOW)
🔥 Watch our full intake conversation with Cerissa Stevens:
Elite Intake Strategies with Steinger, Greene & Feiner: How One of Florida’s Top PI Firms Converts More Leads Into Signed Cases