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Practical guides on client intake, follow-up automation, local SEO, and the systems that turn leads into clients.

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9 more reads on practice, intake, and growth

10 articles
Intake#02

On Intake: A Treatise

The first form is also the first impression.

There is a small, tragic genre of artifact peculiar to the legal profession: the four-page intake form, issued at the moment of greatest hesitation.

7 min
Read
Technology#03

The Two-Minute Rule

On responding before the prospect changes their mind.

The prospect filled out the form because, for a brief and rare moment, their pain exceeded their inertia. They will not feel that way again for a week.

5 min
Read
Operations#04

Why Spreadsheets Betray the Practitioner

On the limits of the row and the column.

There is a moment, usually around the eightieth row, when the spreadsheet starts lying to the lawyer who built it.

6 min
Read
Technology#05

GoHighLevel for the Solo Practitioner

A primer on the platform underneath the workflow.

For a long time, marketing technology built for small firms was either expensive or anemic. GoHighLevel is the rare instance of a stack that is neither.

8 min
Read
Marketing#06

The Anatomy of a Follow-Up Sequence

Seven touches, in the right order, for a prospect who didn't book.

A prospect who fills out a form and does not respond to the first email has not, in most cases, decided against the firm. They have been distracted.

7 min
Read
Marketing#07

On Local SEO and the Modern Firm

Your Google Business Profile is your second front door.

A firm's address is no longer the building on Main Street. It is the third result in the local pack of a Google search performed on a phone six hours ago.

6 min
Read
Practice#08

The Referral Loop

On building a system that returns clients to the firm.

The strongest pipeline in any practice is the one the firm does not pay for. Referral is more than a marketing channel; it is a measure.

5 min
Read
Practice#09

Pricing Confidence

Why fee transparency converts higher-quality leads.

There is a long-standing assumption in the profession that a firm's pricing should be discussed only after the consultation. The reasoning is rarely the real reason.

6 min
Read
Technology#10

The Compliance Question

On CRMs, client confidentiality, and the duty of care.

When a partner asks whether a CRM is compliant, what they usually mean is something more specific. Will the firm be embarrassed. Will the bar association call.

7 min
Read

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