Sales Team Coaching / For law firms

Law firm intake training
& sales coaching.

We train your team to explain your services, talk about fees, and ask for the sale.

$1,500/month

3-month program. Paid monthly. Cancel anytime; billing continues monthly until canceled.

Request a free 25-minute intake review
Coaching notesCall review

“I need to think about it.”

Practice what comes next.

Listen for

What is stopping them from deciding?

Practice

Ask what they still need to know.

Review calls together every two weeks.

Illustrative example · Built around your firm

What the team works on

Practice that connects
to everyday calls.

We work with your intake staff and, where needed, the person your firm chooses to handle closing.

Staff, software, and recruitment are not included in the price.

If the agreed return or delivery criteria aren’t met, we keep working at no extra fee until both are met.

How coaching runs

Train. Review.
Practice again.

Your firm chooses the person who handles closing. We train them alongside your intake staff, with practical guides and practice conversations. After initial training, we review calls and coach the team every two weeks throughout your package.

We give written feedback, so staff know what to change on the next call. At the next session, we check what has improved.

Your firm employs and pays its staff. Your attorneys approve services, fees and messages. We train the team; your supervisor manages their daily work.

Use the intake call-review checklist

The scope

Before we start.

01Do you bring us new leads?

We work on the inquiries you already receive. We help your team find out who your firm can help, follow up, and sign clients.

These packages don't include lead generation.

02Do we need a closer?

Not always. Someone already on your team may be able to do the job.

We help you decide who handles sales calls and follow-up. Then we train them.

If you need to hire someone, we can quote that help separately. Your firm employs and pays the closer.

03What happens when the package ends?

Your team keeps the process and guides. Billing continues monthly until you cancel. We agree separately on any extra coaching or new work.

Work needed to meet the original guarantee continues at no extra fee.

A place to start

Let’s turn more inquiries into clients.

Tell us how your firm handles new inquiries. We’ll look at where follow-up or sales conversations get stuck, and discuss how we can help.

Let’s talk

Request your free review

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BDI Ops Your intake ROI

Question 1 of 3

How many new inquiries do you get each month?

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