Intake and Turning Leads Into Clients

A lead only has value if someone converts it. These posts cover the intake process, what to say on the call, how to follow up, and how to track a lead through to a signed retainer.

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September 28, 2026

Criminal Defense Intake: A Step-by-Step System

A repeatable five-stage intake system — first contact, qualifying, scheduling, follow-up, tracking — so conversion doesn't depend on who answers the phone.

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September 28, 2026

The Criminal Defense Lead Intake Checklist

On a new criminal defense lead's first call, capture name, callback number, charge, court date, and prior counsel — and who is really calling.

September 28, 2026

What to Say When a New Criminal Defense Lead Calls

Skip the script: acknowledge the situation, ask one thing at a time, explain what happens next, and end the call with a concrete next step.

September 28, 2026

How to Follow Up With a Criminal Defense Lead

Follow up on a defined cadence — a same-day second attempt, varied channels, spacing over a week — and stop after four to six unanswered touches.

September 28, 2026

After-Hours Intake for Criminal Defense Firms

After-hours criminal defense leads need a plan: an answering service, a staff on-call rotation, or an honest next-morning callback commitment.

September 28, 2026

Should Your Law Firm Text New Criminal Defense Leads?

Yes, text new leads as a second or third touch after an unanswered call, not instead of calling. Confirm consent and compliance rules first.

September 28, 2026

How to Track a Lead From Referral to Signed Client

Tag every lead with its source and its stage, and update both as it moves. That one habit makes conversion rate and cost per client possible to calculate.

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