⚖️ Law Firm Intake • Lead Management • AI Readiness

Lead Management & AI Readiness Assessment

Built for firms receiving 50–100+ inquiries per month who suspect leads are slipping between first contact and signed engagement—and want a clear plan to use AI and automation without disrupting the practice.

Progress: 0% Estimated time: 6–10 minutes

Section 1: Firm Snapshot

Basics

Part 1: Lead Flow Mapping (Current State)

Numbers

Enter your best estimates for the last 30 days (or typical month).

Inquiries → Appointments—
Appointments → Consults—
Consults → Signed—
Est. New Client Revenue—

Part 2: Lead Management Health Check

Scorecard
How to score Red / Yellow / Green
  • Who should score: The person who owns or oversees intake (managing partner, office manager, intake manager). If you're unsure, score based on what happens most days, not the best day.
  • 🟢 Green: This area is working consistently. It’s documented, repeatable, and you’d feel confident scaling lead volume without chaos.
  • 🟡 Yellow: Sometimes works, sometimes doesn’t. There are gaps, inconsistency, or “it depends on who’s working.” This is a measurable leak or risk.
  • 🔴 Red: High-risk revenue leak. Leads are missed, delayed, mishandled, or not tracked. Fixing this will usually produce the fastest ROI.

For each area, pick the best description, select a score, and add notes.

1) Response Speed

Critical

2) Coverage & Availability

Hours

3) Intake Quality

Process

4) Follow-Up System

Pipeline

5) Data Capture & Tracking

Visibility

Part 3: AI & Automation Readiness Snapshot

Readiness
How to score the Readiness sliders (0–25 each)
  • Who should score: The person who understands how intake is run day-to-day and what tools are in place (intake manager, office manager, managing partner, ops lead).
  • What the numbers mean:
    • 0–5: Not in place / mostly manual / unclear
    • 6–12: Partially in place / inconsistent / depends on individuals
    • 13–19: Mostly in place / documented / works most of the time
    • 20–25: Strong foundation / repeatable / scalable / ready for AI connections
  • How to choose: Score based on the typical week and the average staff member—not the best-case scenario.

We’re assessing whether your current systems, processes, and team readiness can support AI intake + automation.

Current Tool Stack

Readiness Scoring (0–25 each)

Move the slider (or type a score) for each dimension.

Contact & Consent

Required
I agree to be contacted about my assessment results. *
We’ll use your answers to prepare a simple scorecard and next-step recommendations.

By submitting, you confirm the information provided is accurate to the best of your knowledge. This assessment is not legal advice and does not create an attorney-client relationship.

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