AI Intake Audit
One working session to examine your firm's intake process, followed by a written assessment you can use to choose the next step.
- One working session
- A written map of your firm's chain from marketing source to intake to follow-up to consultation to final outcome
- A named list of where that chain breaks
- A recommended path forward
The audit covers diagnosis and recommendations. Implementation is scoped separately.
Start your AI Intake Audit →