457. Stop Bleeding Cases: Eliminating Friction in Your PI Law Firm Intake w/ Gary Falkowitz, The Intake Playbook System
You're spending thousands of dollars to generate leads—but every extra ring, hold, callback, or delayed response quietly sends qualified cases somewhere else. The biggest leak in your marketing budget may not be your advertising. It may be your intake process.
Gary Falkowitz, the CEO of Intake Con…
Why Your Intake Review Process Is Broken [030]
![Why Your Intake Review Process Is Broken [030]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/why-your-intake-review-GjlUg9LHFnY-MUOVBkautFT.300x300.jpg)
Most firms review intake after the damage has already been done.
In this episode of The Intake Playbook, Gary shares the story of a law firm that discovered a high-value lead sitting untouched in the wrong status—weeks after the family had already hired another attorney. The problem wasn't simply t…
Stop Blaming Marketing. Start Reading Your CRM [031]
![Stop Blaming Marketing. Start Reading Your CRM [031]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/stop-blaming-marketing-start-IrymCSuv7YE-GgkJHFqmfz2.300x300.jpg)
Your CRM may already know why your firm is losing cases.
In this episode of The Intake Playbook, Gary explains why so many law firms blame marketing, staffing, or lead quality when the real answers are sitting inside their CRM. From vague statuses to poor documentation and inconsistent follow-up, y…
Your Lost Leads Are Trying to Tell You Something [033]
![Your Lost Leads Are Trying to Tell You Something [033]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/your-lost-leads-are-trying-KzxnPU6pIDO-zAWUDB4mn5h.300x300.jpg)
Most law firms close a lead as lost, rejected, or turned down—and move on.
In this episode of The Intake Playbook, Gary explains why that's a mistake. When he works with a law firm, one of his favorite exercises is reviewing the leads they've closed over the previous three months. That's where patt…
Why Your Intake Team Needs Better Feedback [034]
![Why Your Intake Team Needs Better Feedback [034]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/why-your-intake-team-needs-yVL3oGCF0UD-7wEi8gJheAa.300x300.jpg)
Telling your intake team to “do better” isn't training. It's pressure.
In this episode of The Intake Playbook, Gary shares what he saw inside a law firm where the intake team constantly heard questions about what went wrong—but almost never received positive reinforcement. The result wasn't better …
Why “Under Review” Is Your Most Dangerous Intake Status [035]
![Why “Under Review” Is Your Most Dangerous Intake Status [035]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/why-under-review-is-your-7ZNjE_nkJUp-Wkz5JlosdMC.300x300.jpg)
The scariest leads in your CRM aren't always the ones marked lost.
Sometimes they're the ones that look completely fine.
In this episode of The Intake Playbook, Gary shares what happened when a law firm owner handed him a laptop at a legal conference and asked him to take a quick look at the firm's…
The CRM Problem That Leads to Bad Decisions [036]
![The CRM Problem That Leads to Bad Decisions [036]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/the-crm-problem-that-leads-zK4DWgmo8UY-WzpEglsbieJ.300x300.jpg)
If your intake statuses are messy, your reports may be lying to you.
Not because your CRM is broken, but because the system behind it is unclear.
In this episode of The Intake Playbook, Gary explains what happens when firms accumulate dozens of statuses and intake specialists start using them diffe…
You Didn't Lose Contact. You Stopped Following Up. [037]
![You Didn't Lose Contact. You Stopped Following Up. [037]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/you-didnt-lose-contact-you-UfAY9nWXp2o-FrLVxUwlQvH.300x300.jpg)
A lot of law firms don't lose cases on the first call.
They lose them in the follow-up.
In this episode of The Intake Playbook, Gary shares a call from a claimant who showed real interest and was ready to sign. After 42 minutes on the phone, she had to leave to get ready for dinner and promised to …
The Biggest Lessons from MaxLawCon 2026
Watch the YouTube version of this episode HERE
MaxLawCon 2026 might have been the best one yet. Tyson Mutrux is back from Atlanta with the conversations and lessons that made this year’s conference memorable. From Ben Glass explaining why law firms waste money on marketing to Gary Falkowitz challen…
Bad Leads or Bad Intake? [038]
![Bad Leads or Bad Intake? [038]](https://cdn-images-3.listennotes.com/podcasts/the-intake-playbook/bad-leads-or-bad-intake-038-XrD1YQN4Aea-HCi3UXOcgw6.300x300.jpg)
Before you decide your law firm is getting bad leads, do you know what your intake team actually did with them?
In this episode of The Intake Playbook Podcast, Gary shares the story of a firm that was ready to stop working with a marketing company because its leads weren’t converting.
Then they aud…
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