[Episode #213] Beyond Intake

In this episode, Molly McGrath interviews Jan Roos, founder of CaseFuel and author of the book “Beyond Intake.” They discuss the challenges that law firms face when it comes to intake and lead conversion. Jan shares his insights on why intake is often overlooked by attorneys and the mindset shift needed to improve the process. He emphasizes the importance of contact rate and the need to call leads within five minutes. Jan also explains the value of form fills and the potential they hold for law firms. He encourages firms to focus on quality over quantity and to continuously refine their intake processes.


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Quote of the Show:

“If it’s worth dialing once, it’s worth dialing them twice.” – Jan Roos



    • Law firms often have a lead conversion problem, not a lead generation problem.
    • Attorneys need to take responsibility for their intake process and believe in the value of every lead.
    • Contact rate is crucial for lead conversion, and leads should be called within five minutes.
    • Form fills can be a valuable source of leads if followed up promptly and effectively.
    • Friction can be introduced in the intake process once a firm has established a strong foundation.


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