What happens after “I’ll think about it”?

Review a few calls you have permission to use, alongside their CRM outcomes. Check whether staff understood the need, explained fees accurately and gave someone responsibility for the next step.

Practice one change, then listen for it in later calls. A long script helps little if nobody uses it.

Help people understand the service and decide whether to hire your firm. Staff practice answering questions within their role and knowing when to ask an attorney.

We agree in writing on attendees, session frequency, call samples and changes between meetings. Your attorneys control legal advice, accepted cases, fees and what staff may say on the firm’s behalf.

• Opening the conversation and checking fit.
• Explaining the consultation and next steps.
• Discussing the firm’s approved fees.
• Handling unanswered questions without making promises.
• Recording a clear next action and owner.

Compare signed agreements with suitable consultations from the same group, after people have had time to decide. Keep unsuitable matters, cancellations and pending decisions separate.

Track first payments separately from agreements. Keep definitions consistent before and after a change. Note changes in lead sources, staff or case types that could affect results.

For example, going from 20% to 25% adds 5 percentage points. These figures are an illustration, not BDI client results or evidence of revenue growth.

Your staff handle daily calls and follow-up. We help improve how they work and coach their conversations. We do not provide phone coverage or replace your sales team.

If there is too much work, define the role you need. If tasks have no owner, assign one before hiring more people.