A full-length coaching session on converting the leads you are already paying for. Others have paid $185 to get their hands on it. I'm putting it out free, with the written playbook, because losing cases at the phone is the most common and most fixable problem I see in law firms, and I would rather more owners fixed it. There is no pitch inside it.
Years ago I sat listening to a recorded intake call at a firm I was working with.
It started well. The caller had been in a significant accident. A company vehicle had caused it — meaning a large insurance policy behind it. The injuries were serious. Almost certainly a six-figure case.
The intake person did the sensible thing and moved to transfer him to an attorney who could close it. Hold music started.
Fifteen seconds, which is about my limit. Thirty, which should be the absolute backstop. Sixty. Ninety.
At ninety-two seconds the line went dead.
We reached him later. The one thing intake had done right was take his number at the start. By then he'd spoken to another firm and was excited to work with them.
Every dollar of marketing that brought that call in, handed to a competitor by hold music.
That was a long time ago. If anything, people's tolerance for ninety-two seconds on hold has gone down since.
Intake is where the marketing budget either converts or evaporates.That is what this session is about. Most firm owners at six and seven figures are trying to solve a conversion problem by buying more leads, which is the most expensive way there is to fix it.
You don't have to take my word for any of it. Put your firm's real numbers in below and see the size of the prize for yourself.
The figure it returns is what one modest improvement would be worth over a year: getting ten more callers out of every hundred to actually book an appointment. Of every number in a law firm, that one tends to be the easiest to move, and it's the number the session is built around.
Runs entirely in your browser. Nothing is sent anywhere, nothing is stored.
Same marketing budget, same phone, same people. One number, ten points.
If the number that came back is small, close the tab with my blessing and spend your afternoon on something with more upside.
If it's large, that is roughly what sits on the table while your phone gets answered the way it currently gets answered. The session is fifty minutes on which ten points are available to you and how to take them. The playbook is what you hand to whoever picks up the phone.
Answering "law office." Hold times past thirty seconds. Only some of your staff being able to run an intake. Failing to get contact information. Sounding bothered. And a handoff chain that loses information at every step.
A multi-million-dollar PI firm hired for emotional depth and got people who fell apart under KPIs and burned out by lunch. What you need alongside the empathy, and why.
The call broken into beginning, middle and end, with the language for each. Including the one sentence in the first thirty seconds that saves cases nobody realizes are being lost.
How to raise the attorney's standing during the information-gathering without it turning into a sales pitch. And why this depends on something you can't script.
Three primary, four secondary. Benchmarks for call length by practice area, hold time, hot transfer success, and show rate.
Getting scheduled people to turn up. Handling web forms, chats and LSA leads that hit three other firms at the same time. And the interview step almost every firm skips when hiring someone to answer a phone.
Plus the written playbook, so your team has the standards in front of them the same day.
It works across practice areas. The session draws examples from personal injury, family law, criminal defense and estate planning, because the same failures turn up in all of them.
For more than fifteen years I've worked exclusively with law firm owners on the business side of the practice: marketing, management, money, and the decisions that separate a firm that grows from a firm that just gets busier.
I never went to law school. I studied theater, which turns out to be a better background for persuasion than most people expect. I've served as president of one of the best-known coaching programs for solo and small firms, and I run consultation days at $6,500.
Catalyst members get a session like this every month. This is one of them, in full.
"Charley is a rarity and truly peerless. In an industry rife with charlatans, separating the wheat from the chaff can sometimes be difficult. However, after but a moment's interaction with Charley, it's abundantly clear that he is the genuine article. Professional without preaching, Charley commands authority naturally."
"Charley has been one of the most influential people in my professional and personal life. He has an ability to force his clients to climb up to the 30,000 foot level so they can see the larger picture and identify the fundamental problems and opportunities."
"Charley's gift is his ability to synthesize tips, strategies and trends from multiple industries and show his students how to apply those ideas in a law practice. It is hard to get off the phone with Charley without a smile on your face — and actionable advice that will improve your bottom line."
"He probably understands more about my practice than I do, and he has helped my office grow, help more families, do better work for those families, and allow me to spend more time with my own family than I did years ago."
It's the real one, recorded live for Catalyst members. The only thing removed is the live member Q&A, because those were paying members discussing their own firms in private. Everything I taught is there in full.
No catch, and there's no pitch inside the session. Two reasons. Intake is the most common and most fixable problem I see in law firms, and every month it goes unfixed costs a firm real cases. And the only sales argument I've ever needed for my coaching is letting people see how I actually work. If you never join anything, you still keep the session and the playbook.
No. The written playbook covers everything from the session in a form you can skim in ten minutes and hand straight to whoever answers your phone. Watch the session if you want the reasoning and the stories; use the playbook if you just want the standards.
Yes. The examples span PI, family law, criminal defense and estate planning. Benchmarks like call length differ by practice area, and those are broken out separately. The failures and the framing stay the same.
Partly. The framing and closing language will help you immediately. The sections on hiring, handoffs and measuring a team won't apply until you have one, though they're a fair preview of what to build toward.
You get the session and playbook, then my regular notes on running a law firm. I don't sell, rent or share your information, and there's an unsubscribe link on everything I send.
What others have paid $185 to get their hands on. Free, with the written playbook. Instant, no call.