This short assessment looks at your firm’s inbound enquiries, intake process, qualification approach, and how prospects move from first contact to instructed matter.
Your answers also show whether there’s a solid business case and mutual fit for improving intake and matter selection; if so, we’ll follow up with a clear recommendation on the most appropriate next step.
4. Inbound enquiries per month
On an average month, roughly how many new client enquiries do you receive (all channels combined)?
What is a typical value of a newly engaged matter for your firm (ballpark, in EUR)?
6. Current conversion rate (best guess)
Of 10 enquiries that look reasonably relevant, how many become paying clients?
7. First 24 - 48 hours
When a new enquiry comes in, what typically happens in the first 24–48 hours?
8. Who handles new enquiries
Who usually responds to and qualifies new enquiries?
9. Structured intake / qualification
Do you use any structured intake form or script to qualify new enquiries?
10. Follow-up behavior
If a good prospect has an initial call/meeting but does not immediately engage you, what usually happens?
11. Familiarity check
Which of these feel familiar in your firm today?
12. One painful example
In the last 3–6 months, can you describe one matter you feel your firm unnecessarily lost (or badly mishandled) at the intake / early stage?
13. What matters most now
In the next 6–12 months, which is most important to you?
14. Openness to change
How open are you to changing how your firm handles new enquiries and prospective clients (process, expectations)?
15. Past attempts
Have you tried to improve your intake / conversion process in the past? What happened?
16. Willingness to invest
If we identified a clear and credible way to add 2–5 high-fit matters per month without more “top-of-funnel marketing”, how likely would you be to invest in solving this?
17. Anything else
Is there anything else you want me to know about your current situation before I review your diagnostic?
