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A weekly intake review from Intake Conversion OS

Your leads are expensive. Losing them after the click is worse.

We follow each inquiry from first response to signed case, show you where people drop out, and fix one leak at a time.

We don't buy ads or answer phones. We make the handoffs between your agency, intake team, answering service, and CRM work.

For personal injury firms with active ad spend. We also work with multi-location HVAC and home-services companies.

Weekly conversion report

Week of 2026-07-13

Sample

Inquiries

42

Qualified

18

Booked

9

Showed

6

Biggest leak this week

Low show rate — reminders, deposits, or confirmation workflow.

See the full scorecard ↓

What you are hiring us for

One job: make the leads you already buy convert better.

We won't ask you to replace your agency, CRM, or answering service on day one. We measure the handoffs, find the misses, and tighten the process around the tools you already use.

  • 01

    No media buying

    We don't run your ads or replace your marketing agency.

  • 02

    No SEO retainers

    Search marketing is not our product. Keep your current vendor.

  • 03

    No 24/7 phone staffing

    We work alongside your answering service — we don't replace it.

  • 04

    No per-call pricing

    Flat, scoped engagements. You always know what you're paying for.

  • 05

    No free strategy work

    The first paid step is a fixed-fee diagnostic, and it credits toward the build.

  • 06

    No legal or medical advice

    Your attorneys and providers approve every client-facing script.

Leads are being answered. Are they becoming clients?

Show us how intake works today. We will tell you whether the leak is something we can fix.

Where we fit

Your vendors each own a piece. We own the handoffs.

The ad worked. The phone rang. A record landed in the CRM. That still does not mean anyone followed up quickly, booked the right person, or got them to show. That gap is our job.

  1. 01

    Your marketing agency

    Gets you leads. Ads, Local Services Ads, search.

  2. 02

    Your answering service

    Picks up the phone. Live coverage, day and night.

  3. 03

    Us — intake conversion

    Checks response time, call quality, bookings, and show rate. Then fixes the weakest handoff.

  4. 04

    Your CRM

    Stores the records. Lead Docket, Clio, CallRail, and similar.

The deliverable

By Friday, you know what happened.

One page: inquiries, bookings, shows, the biggest miss, and the next fix. It is built for a 20-minute operating review, not another dashboard nobody opens.

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Rivera Law Demo

Week of 2026-07-13 · personal injury law

Demo · sample data

Inquiries

42

Qualified

18

Booked

9

Showed

6

Inquiry → Qualified

42.9%

Qualified → Booked

50%

Booked → Showed

66.7%

Inquiry → Booked

21.4%

Where leads leaked

  • Low show rate — reminders, deposits, or confirmation workflow.
  • Speed-to-lead >30m — after-hours coverage or routing SLA breach.

Fixes we're running this week

  • After-hours ack template (approve-once) for form leads 6pm–8am.
  • Add T-2h SMS reminder with reschedule link; track show-rate delta.

How an engagement works

Start with proof, not a retainer.

We begin with a short diagnostic. You see the missed handoffs, what they are likely costing, and what should change. Then you decide whether there is enough value to keep going.

  1. Step 1

    Free

    Fit call

    Twenty minutes. Show us how leads arrive, who answers, and where follow-up lives. We will tell you if this is our kind of problem.

  2. Step 2

    $1.5–3k

    Diagnostic

    We mystery-shop intake, review a sample of real leads, and build the first scorecard. You get the misses, the likely value, and a 90-day fix list.

  3. Step 3

    $8–20k

    Build

    If the numbers justify it, we fix routing, qualification, follow-up, reminders, and reporting. Fixed scope and fixed price. The diagnostic fee credits in full.

  4. Step 4

    $5–9k/mo

    Ongoing ownership

    Each week we update the scorecard, review a small sample, and make one useful change. We keep the client list small so the work stays hands-on.

This is for you if

  • Personal injury or consumer law firms actively spending on ads
  • You already have an agency, an answering service, or an intake CRM in place
  • Leads come in, but follow-up is slow, bookings no-show, and nobody owns the weekly numbers

This is not for you if

  • You mainly want more leads — that's an agency job
  • You mainly want cheaper phone coverage — that's an answering service job
  • You have no paid lead flow yet

Next step

Tell us how intake works today.

Four questions. If this sounds like a conversion problem, you will see the calendar. If it sounds like an ads or phone-coverage problem, we will say that instead.

Start here. Your answers keep both of us from sitting through the wrong sales call.