BDI Ops

More clients for your firm. More time for your life.

The law firm owner in a suit welcoming a client with a handshake.
A father and son share a relaxed moment on a green park bench.

We help law firms attract clients, improve sales and build teams that need less of the owner’s time.

Book a free 30-minute call

Trusted by law firms in the U.S. and Europe.

A coral ribbon follows a clear path through a green guide.

Get more clients from existing leads

Make your marketing efforts worthwhile by optimizing your intake process. We ensure that no lead is left behind, in order to maximize your marketing ROI.

  • CRM assignments give each inquiry someone responsible.
  • Follow-up messages keep the conversation moving when people are not ready to buy.
  • Tasks and reminders help staff act fast, ensuring no lead is left behind.

Inquiry received → staff member assigned → next action scheduled.

Turn consultations into signed clients

Getting them on a free consultation is not enough. We make sure that your intake process works how it's supposed to.

  • Automated reminders to help people attend, with automated follow-ups for missed consultations.
  • Sales training helps your team explain fees and answer your prospects doubts.
  • Clear next steps keep agreements and payment follow-up moving after the consultation.

Stop being the only person who can close

Your work as a founding attorney should not be to make the prospects sign the deal. We train your closers to ensure you work on your business, while your trusted closers handle the deals.

  • Our vetted scripts give staff a clear way to confidence in order to close the deal (never hear "I need to think about it" again).
  • We roleplay with your team to help them handle pressure situations.
  • Bi-weekly call reviews and expert coaching to show your staff what to improve.
Two green guides support the same coral ribbon.

Get work done without chasing your team

Staff know which tasks belong to them. Routine work moves forward without another reminder from you.

  • Clear responsibilities give each task an owner.
  • Guides for new hires keep the next person from having to ask you the same questions.
  • Quarterly plans, daily checklists, to make sure your team stays on track without your help.

Know where you’re losing clients

A coral ribbon follows a clear path between green rails.

See what is moving and what is stuck. Spend less time asking everyone for updates.

  • CRM reports show who books, shows, signs, and pays.
  • Missed leads and overdue tasks show where attention is needed.
  • We review progress with you and work on the steps holding your team back.

Get back to your cases. Get home to your life.

Give your law firm the attention it needs without someone interrupting you for the same question.

More of the right clients. A team that can handle more. More of your day to spend where you choose.

Packages & pricing

Intake & CRM setup

For firms that need a working intake and follow-up process.

Stop chasing every lead yourself. We build your CRM, booking, and follow-up, then teach your team to use them.

$2,497total

USD · one-time setup

$997 upfront. $1,500 after testing and handover.

Intake & follow-up

  • Your CRM assigns each lead to a staff member.
  • We build intake forms, screening questions, tasks, and workflows for your firm.
  • We set up booking, reminders, and follow-up when someone misses a consultation.
  • Cut repeat calls and emails. New clients get a welcome message and clear next steps.
  • Send Google review requests on autopilot and show reviews on your website.

Team sales training

Ongoing sales coaching is not included.

Help for you & your team

  • Give each task an owner. Your team gets vetted guides that show exactly what to do.
  • See missed leads and late tasks in one place.

Complete Intake & Sales

For firms that need the setup, sales training, and ongoing help together.

More signed clients. Less on your desk. Get the full CRM setup, ongoing sales coaching, and weekly help for you.

$2,497/month

USD · 3-month minimum

Intake & follow-up

  • Your CRM assigns each lead to a staff member.
  • We build intake forms, screening questions, tasks, and workflows for your firm.
  • We set up booking, reminders, and follow-up when someone misses a consultation.
  • Cut repeat calls and emails. New clients get a welcome message and clear next steps.
  • Send Google review requests on autopilot and show reviews on your website.
  • We review your intake, and train your team with vetted guides.

Team sales training

  • We train your team into elite closers, and you will never hear “I need to think about it” again.
  • Bi-weekly call reviews.
  • Need someone to close? We train a team member to become a closer.
  • Get new staff up to speed. Give them clear guides and training steps from day one.
  • We roleplay with your team to help them handle pressure situations and close the deal.

Help for you & your team

  • Stop checking every intake task yourself. We train your supervisor to handle all of that.
  • See what brings in business. Track signed clients, lost leads, referrals, and revenue.
  • See where leads come from and who handles them.
  • Make the new habits stick. We check that your team follows the agreed steps.

Sales Team Coaching

For firms with a CRM that need their team to close more clients.

Help your team close without you. We coach them on real calls, fees, and follow-up.

$1,497/month

USD · 3-month minimum

Intake & follow-up

CRM setup is not included.

Team sales training

  • We train your team into elite closers, and you will never hear “I need to think about it” again.
  • Bi-weekly call reviews.
  • Need someone to close? We train a team member to become a closer.
  • Get new staff up to speed. Give them clear guides and training steps from day one.
  • We roleplay with your team to help them handle pressure situations and close the deal.

Help for you & your team

  • Know what to work on next. Your team gets feedback and clear steps.
  • Get new staff up to speed. Give them clear guides and training steps from day one.

Growth Partner

Optional help beyond intake and sales. We agree on what we can take on before you commit.

Custom quote after a meeting.

  • Paid marketing: Reach new leads with Google Ads, Meta Ads, and pages built for your firm. Track which ads bring inquiries.
  • Intake and CRM: We give each lead an owner and a next step. We set up the CRM, messages, booking, reminders, follow-up, reports, and review requests.
  • Sales: We help your team answer doubts and ask for the sale. Get call reviews, follow-up steps, and a sales guide built for your firm.
  • AI tools: Save time on call notes and follow-up drafts. We check the tools, train staff, and set rules for reviewing AI work. See how we plan AI use.
  • Direct support: Work through problems in weekly growth sessions and one-to-ones with intake, sales, and attorneys.
Book a free 30-minute call

What would more signed clients be worth?

About BDI Operations

We’ve helped law firms in the U.S. and Europe reply faster, build stronger sales teams, and sign more clients.

Our BDI Client Engine brings the work into one plan. For intake and sales, we use Capture, Consult, Close, Collect. Reach the lead. Hold the consultation. Win the client. Follow through to payment.

The CRM keeps track. Automation handles repeat steps. We train your team to handle the calls. Each part helps the next, so less work comes back to you.

Book below to see what we’ve done for other law firms. Then talk through what could help yours.

Book a free 30-minute call
Daniel Bijan on LinkedIn

Questions?

Will this work for a firm like mine?

It should. The whole process is completely custom depending on the firm. We build around your firm: your cases, fees, team, and intake, in order to ensure that the process will work and run smoothly.

What if I spend the money and nothing changes?

You’ll see the systems we build and how your team puts the coaching into practice. We measure key business numbers before we start and after implementation, so you can see what changed and where more work is needed.

I’m already busy. Will this mean more work for me?

In the beginning, yes, but not by much. We meet with you to understand what you need, then build the process together. That takes a little more of your time upfront, with the goal of freeing up a bunch more of it later.

What if my team goes back to the old way?

We make the new process clear and easy to follow, so your team can get the work done with less time and effort. When they see how it helps them day to day, they have a reason to stick with it.

Will I have to replace all my tools?

It depends on how well your current tools work and what you’re comfortable changing. We weigh the pros and cons with you so you can choose what works best for your law firm.

Do I need to spend more on ads?

Not necessarily. We start by improving follow-up, booking, and sales so more of your existing prospects become clients without extra marketing spend. We may also recommend more marketing, depending on what your firm needs.

Am I locked into a long contract?

No. The minimum commitment is three months. That's because we need time to plan the work carefully and improve these vital parts of your law firm.

How do you protect client information?

We help you choose and set up tools with clear rules for client data. Before it goes in, we check who can see it, where it’s kept, how to delete it, and whether it's being trained by AI. We value everyone's sensitive data so we make sure that it doesn't end up in the wrong hands. Your bar license is safe with us.

Find the gaps before another lead goes quiet.

Use the intake guide and checklist to help your intake. The bundle also includes a growth guide and eight worksheets.

$141 in resources. Free.

Get all three, free

Growth guide + 4 worksheets

Grow your firm. Get your time back.

Choose your next 90 days of priorities across marketing, sales, costs, and your team.

Choose what to fix first and what your team can take over.

Get the free growth guide
$29FREE

Intake guide + 4 worksheets

From inquiry to paid client

Find where leads drop off between first contact and payment.

Give your team a clear path from first call to paid client.

Get the free intake guide
$97FREE

7 checks for your next team meeting

Law firm intake checklist

Check inquiries, follow-up, and handoffs. Give each fix an owner and a deadline.

Find missed steps at your next team meeting.

Get the free checklist
$15FREE

The complete law firm bundle

Get all three by email.

Get both guides, all eight worksheets, and the intake checklist. Use them with your team to choose what to fix next.

  • Grow your firm. Get your time back.$29
  • From inquiry to paid client$97
  • Law firm intake checklist$15
All three together$141
FREE

Send me the free bundle.

Tell us where to send all three resources.

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Explore more guides

More clients. More of your time back.

Where do good leads go quiet? What still lands on your desk? Talk with Daniel about both. We’ll discuss what to fix first and whether we can help.

Book a free 30-minute call

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BDI Ops Intake package example

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