EPISODE · May 7, 2025 · 5 MIN
The 3-Minute Rule: Retain, Refer, or Reject—Legal Intake [008]
from The Intake Playbook
When a claimant calls your firm, they’ve given you a window—3 minutes or less to show them whether you’re interested.In this episode, Gary Falkowitz shares the hard truth:Your intake team must communicate intent within 3 minutes, or risk losing the client for good.You’ll learn:🔵 What the “3 R’s” are and how to use them effectively🔵 The costly mistake of over-questioning and under-committing🔵 Why “review” is the intake code for “you should probably hire someone else”🔵 How to train your team to decide with clarity and confidenceBiggest Insight:If you can’t communicate intent in 3 minutes, your team isn’t trained to win.SUBSCRIBE:Apple | Spotify | YouTubeFIND GARY:Instagram: @theintakeplaybookFacebook: @theintakeplaybookLinkedIn: /the-intake-playbookWebsite: intakeplaybook.comJoin The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.
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The 3-Minute Rule: Retain, Refer, or Reject—Legal Intake [008]
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