Fix the Front Door: How Smart Firms Think About Intake

This is a complimentary program

Course Date(s)

  • Thursday, January 15, 2026, 12-1 pm EST

Demand is up. Headcount isn’t. That squeeze shows up first at the front door: intake.

For one hour, Catherine (Legal Lean Sigma®) and Amy (Intake Amy) will pull back the curtain on how intake actually works in the real world. No hype. No tool demo. Just the stuff leaders need to see: what “good” looks like, where the leaks hide, and how tiny choices in intake ripple through marketing, ops, finance—and your clients’ experience.

We’ll trade slides for stories and simple visuals. You’ll see the moving parts (people, steps, data, tools), the usual failure patterns, where the data really lives, and what to measure first—using the stack you already have. You’ll leave with a shared language, a starter set of promises you can keep (yes, SLAs), and a practical way to plan small fixes that add up.

Three takeaways

  1. See the system. Spot the core parts of intake and the quiet wastes that drain conversion and trust.
  2. Measure what matters. Turn values into a few clear promises and a minimal data plan (think: three timestamps you can turn on tomorrow).
  3. Improve without heavy lifts. Use a DMAIC-lite pass to frame one problem, test one small countermeasure, and keep the gains.

The good news continues: this program costs nothing to attend!

this is a complimentary program

Registration is required.

Instructors

Guest Instructors

Founder, Intake Amy
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