Turn Your INTAKE INTO A REVENUE ENGINE

Find out exactly where your family law firm’s intake process is losing the clients you’re already paying to reach.

OUR FAMILY LAW FIRM PARTNERS

From the Team Behind a $24M Family Law Sales Process

47% Paid Consultation Conversion Rate

Sterling’s intake team has held a 47% paid consultation conversion rate for 18 consecutive months across a 16-person team. That number comes from a structured system where every call follows the same four-stage process, regardless of who picks up the phone.

35 Calls Audited & Coached Per Day

Every intake call at Sterling is recorded, scored against the Four-Box Diagnostic, and coached within 24 hours. At 35 audits per day, the feedback loop runs continuously— which is how a good intake team becomes a revenue-generating, relationship-building machine.

27+ Attorneys Across 25 Offices

Sterling Lawyers started with two people and scaled to 27 attorneys across 25 offices in two states. The intake system that powered that growth remained robust because the process was designed to scale from the beginning.

What Your Family Law Intake Audit Actually Covers

We Listen to Your Actual Calls

We pull 20 of your recorded intake calls and score each one across four conversation stages: Introduction, Fact-Finding, Presentation, and Close.

Our intake call scoring measures the specific moments where your team earns the caller’s trust or loses them—from whether the rep made the caller feel safe to open up, to whether they presented the consultation as a solution or just quoted a fee.

We Measure How Fast You Respond

Someone submits a form on your website at 2 PM—when does your team call them back?

We pull your CRM data and measure your speed-to-lead on every web inquiry and missed call. Slow follow-up is one of the biggest drags on law firm lead conversion because a prospect who doesn’t hear back within minutes is already talking to the next firm.

We Grade Every Rep Individually

Each intake rep gets an individual performance profile based on how they handle the call:
  1. Who opens strong but drops the close?
  2. Who builds rapport but skips the presentation?
  3. Who rushes past the emotional validation that makes family law callers commit?
This is the foundation of effective intake team training: coaching to the actual gap instead of guessing what’s wrong.

We Check Whether Your CRM Is Telling You the Truth

Your CRM says you got 80 leads last month, but how many were duplicates, personal injury, or dispositioned incorrectly? If the data going into your system is messy, every decision you make about marketing spend, staffing, and growth is based on a number that isn’t real.


Clean data is the starting point for any real legal intake optimization.

We Map Exactly What to Fix and in What Order

Everything rolls up into a diagnostic report that connects your conversion leaks to the specific changes required to fix them. 

A targeted roadmap built from your team’s actual call data, with the highest-impact fix at the top of the list.

Three Steps. Fourteen Days. Complete Visibility.

STEP 1:
Access to Your Intake System

You give us access to your call recordings and CRM, so we can cross-reference the data against your law firm’s intake process before we dive into the audit.

STEP 2:
Score, Benchmark, & Diagnose

Our team scores 20+ calls against the Four-Box system, benchmarks your lead response time, and grades every rep individually, so we can diagnose where the leaks are in your pipeline

STEP 3:
Your Customized Intake Roadmap

You get a 90-minute intake roadmap walkthrough where we present the full diagnostic report. Ordered by priority so you know what to fix first and what it's worth to your revenue.

Who Leads Your Family Law Intake Audit

TYLER DOLPH, CEO OF ROCKET CLICKS & CO-OWNER OF STERLING LAWYERS

Scaled Sterling Lawyers' from zero to $24M revenue, 25 offices, and 27 attorneys.
He runs the growth consultancy that brings Sterling's playbook to family law firms across the country.

Leads every audit with data-driven, industry-best insights.
Tyler is on the strategy call, walking you through a personalized roadmap to optimize your intake operations.

Consults with family law firms at every size and stage
So the bottleneck costing your firm the most revenue is one he's already solved at Sterling (and other firms)..

Get Your Intake Scorecard in 14 Days

Still on the Fence? Let’s Clear a Few Things Up.

“We already know our intake needs work. We just need to hire better people.”

The issue is structural, not individual. Your team can’t consistently convert without a repeatable system to follow. The audit shows you whether the gap is in your people, your process, or both, so you stop cycling through hires and start fixing the actual breakdown.

“We don’t have time for another project right now.”

You don’t have to do anything. We pull the data, listen to the calls, score them, and build the report. Your only involvement is a 90-minute roadmap walkthrough at the end where we discuss every finding. The audit runs in the background while your team operates normally—and every week you wait is another week of leads quietly leaking out of your pipeline.

“How is this different from what our marketing agency already reports?”

Your agency can tell you how many people called. We can tell you why a qualified caller hung up after 45 seconds, because we're listening to the recording and scoring it against the same framework that runs Sterling Lawyers’ intake floor.

Frequently Asked Questions

The audit delivers a complete diagnostic report and a 90-minute roadmap walkthrough discussing every finding—regardless of whether you ever work with us.

Most firms take the roadmap and hand it to their existing team or their current agency. Some implement it themselves. A few choose to work with us on the implementation.

All three are fine because the audit is designed to be valuable on its own, with or without a continued relationship.

When we audit firms, we consistently find that conversion isn’t a talent problem—it’s a structure problem. 

Reps who follow a repeatable system like the Four-Box Diagnostic (Introduction, Fact-Finding, Presentation, Close) convert at significantly higher rates than reps who improvise. 

The second biggest lever is speed-to-lead. Firms that respond to web inquiries within five minutes convert at dramatically higher rates than those that wait hours or days.

It depends on whether you’re running paid or free consultations, but as a benchmark, Sterling Lawyers’ intake team holds a 47% paid consultation conversion rate across the full team.

Most family law firms we audit fall between 20% and 35%. If your booking rate is below 30%, there’s usually a specific stage in the call where the drop-off happens, and an intake audit can pinpoint exactly where.

Ideally, within five minutes for web inquiries. Industry data consistently shows that the first firm to respond wins the client the majority of the time. When we benchmark a law firm’s lead response time during our intake audits, slow follow-up is one of the most common and highest-impact leaks we find.

The most effective method is intake call scoring: listening to recorded calls and grading them against a defined framework. At Sterling Lawyers, every call is scored across four categories: Service, Compliance, Sales, and Refer Out.

Because something is breaking between the lead and the retainer—and you’re not measuring where. The most common leaks we find are slow response time (leads going cold before anyone calls back), intake reps quoting fees before building trust (callers hanging up in the first minute), and inconsistent call handling (different reps delivering different experiences). 

An intake audit identifies the exact stage where your pipeline narrows and gives you a prioritized roadmap to fix it.

Your law firm is the next growth story

Explore all the case studies

Ready to learn how we'd help your law firm?

Check out the latest episode from
the Sterling Family Law Show Podcast

Listen to all the past episodes

Get the Book that Explains the Strategy

The Waterfall Method: A Growth Model for Family Law Firms

Build a firm that runs on clarity, not chaos. In The Waterfall Method, Anthony Karls hands you the metric-by-metric playbook to turn leads into predictable revenue and scale with confidence. Grab your copy and start compounding wins today.

Get all the recent news from the blog

Read 1,000s of articles from the experts

Meeting your law firm where you are

Get Started Today—No Strings Attached

Our Family Law Quick Audit is your opportunity to uncover hidden revenue in your law firm’s digital marketing and operational processes. There’s no obligation, and you’ll receive actionable insights that you can implement however you choose.

Meet the people behind the growth

Clients we've helped grow

Empowering Business Growth Online

Fill out the form below or call 262-437-2334

What Our Clients Have to Say

Facebook Certified Planning Professional
Bing Partner