AI Intake Audit

AI intake for law firms starts with where leads are lost

The AI Intake Audit is $2,500 flat. One working session, then a written map of your firm's chain from marketing source to intake to follow-up to consultation to final outcome, with every place it breaks named and a recommended path forward.

See the $2,500 auditOr read what it covers
4.7 on GoogleSince 2021more than 17 years inside a Washington law firm
Chris Kaneshiro, founder of Brand75, at home.
AI Intake Audit
$2,500Fixed scope, no hourly billing.
more than
17 yearsinside a Washington law firm
Since
2021Brand75

AI Intake Audit

Four places a law firm's intake chain breaks

The build is scoped after the map, never before it.

Every audit looks at the same four points, in this order.

  1. Who answers a new call, and what happens to it after hours.

  2. Where a web lead lands, and which person owns it next.

  3. How fast the first follow-up goes out, and who sends it.

  4. What happens to a consultation that never books.

The audit names which of those four is costing your firm leads. It does not guess at a number it cannot see.

AI Intake Audit

What the AI Intake Audit covers

  1. One working session

    One working session to examine your firm's intake process.

  2. A written map

    A written map of the chain from marketing source to intake, follow-up, consultation and final outcome.

  3. A named list

    A named list of where that chain breaks.

  4. A recommended path

    A recommended path forward.

The audit covers diagnosis and recommendations. Implementation is scoped separately.

Brand75 / Intake field guide
A lead is only as strong as
its next handoff.
01
Marketing source

The page or campaign that starts the enquiry.

02
Intake

A call or form reaches the firm.

03
Follow-up

Someone owns the next response.

04
Consultation

A conversation is booked and confirmed.

05
Final outcome

The result is recorded, not guessed.

CHECK / INTAKE

Who answers the call?

CHECK / INTAKE

Where does the form land?

CHECK / FOLLOW-UP

How soon is the response?

CHECK / CONSULTATION

Who follows up if unbooked?

KEEP THE SOURCE CONNECTED TO THE OUTCOMEILLUSTRATIVE PROCESS · NO CLIENT DATA
Calls and forms are alternative intake channels, with four checks below the five-stage chain.

Figure 1. Marketing source through to the final outcome

Chris Kaneshiro, founder of Brand75, at home.

Brand75

What this is built on

Chris Kaneshiro has spent more than 17 years inside a Washington State law firm and still works there as Director of Sales Operations while running Brand75, which he founded in 2021. He rebuilt that firm's intake, CRM, digital marketing and day-to-day operations. This audit is the first step of that same work, applied to your firm.

More about Chris covers the years before Brand75.

Washington State law firm
more than 17 years
Brand75
founded in 2021

AI Intake Audit

What it costs

$2,500

The AI Intake Audit is $2,500 flat. Fixed scope, no hourly billing. Prices are for new engagements.

Start with the audit

See what an audit costs before you book.

What this page does not claim

An audit is a diagnosis. Three things this page is not claiming.

  • That a written intake map makes your firm visible in AI answers. It does not.
  • That buying software fixes a broken chain. The chain has to be decided first.
  • That $2,500 buys a guaranteed revenue lift. It buys the diagnosis and the recommendation.

Common questions

What is AI intake for a law firm?

AI intake is the front of the same chain as follow-up and consultation booking. It answers a new inquiry, asks the qualifying questions, and routes the lead to a person, in one step instead of three. It is not a separate system bolted onto your website.

What do I get at the end of the audit?

A written map of your chain from marketing source to final outcome, a named list of where it breaks, and a recommended path forward. The session comes first, the written map follows it.

Do I have to buy the implementation?

No. The audit stands alone as a paid engagement. If the map calls for a build, that scope and price are quoted separately, after you have the map in hand.

If you already run your intake in GoHighLevel, see GoHighLevel for law firms.

Book a free call.

Bring one lead that went quiet, and we will trace where it should have landed.

Book the intake audit
4.7 on GoogleSince 2021more than 17 years inside a Washington law firm