“Intake conversations are usually evaluated on what they produce — did the person qualify, did they sign, did they provide enough information to move forward.
What they’re rarely evaluated on is what they protect.
An employment attorney had a case that looked strong at intake. The facts were there, the liability was clear, the potential was real. By the time the case was being built, the client had deleted the entire text thread. The evidence was gone. The case that looked great at intake wasn’t the same case anymore.
Evidence preservation doesn’t start when a case is accepted. It doesn’t start when a paralegal follows up the next day. It starts at the first call — when a client is still on the phone, still in the moment, still in a position to be told: don’t delete anything.
That’s a conversation intake can have in under a minute. It’s also a conversation that, if it doesn’t happen at that moment, may never happen in time.”
– Hugo E. Gomez, Founder (Abogados NOW)
Watch this video on how to Turn Your Intake into a Sales Operation:
6 Traits That Predict Law Firm Intake Success — And Why Extroversion Isn’t One of Them