06/04/2026
What happens in your law firm after the lead comes in?
Is the follow-up consistent? Is your intake person trained? Are any attorneys handling consultations? Who is managing the sales process?
Wondering why more marketing is not turning into more signed clients?
That is the problem Nicole Lavallee and Warren had to face inside their law firm.
They were not short on opportunity. They were missing opportunities because the intake and sales process did not have the leadership, structure, and accountability it needed.
Once they looked at the data, the issues became clear. So…
They rebuilt the intake process. They added stronger leadership. They improved onboarding. They created more human connection in the client journey. They brought in non-attorney sales support so attorneys could focus on attorney work.
It changed how the firm operated and increased how many appointments they were able to set by +185%.
In this new episode of Your Practice Mastered, Richard James and MPS talk with EAY Finalist, Nicole and Warren, about what changed when they stopped guessing, started reading the data, and rebuilt the intake and sales side of the firm.
Watch the full episode to see what building a real intake and sales system can look like inside a growing law firm.
Link: https://yourpracticemastered.com/podcast/attorney-finds-1m-in-lost-revenue-after-fixing-her-intake/