Law firm intake setup & sales coaching
At BDI Ops, we build your intake process, we train your team to close, and in turn, more of your leads become paid customers—so that you can finally have your peace of mind.
Request a free 25-minute intake reviewSee what changes
If you are a law firm owner, you receive a fair number of inquiries, but you either:
Then it's more than likely you're missing out on a lot of retainers.
You check your leads, and found out this happened: good leads came through, but nobody followed-up on them.
By the time you checked, they went with your competitor.
Your firm has spent time or money on ads earning that inquiry.
Our fix: We implement a CRM and a non-invasive follow-up sequence, to make sure no lead is left behind.
Tirekickers. We’ve all experienced those.
We train your intake team to ask the right questions, so your time won’t be wasted.
We set up your CRM and map out your sales process from first contact to the first payment.
We make it clear what you need to work on, with easy to understand reports.
No dozens of confusing spreadsheets.
No bunch of apps to figure out what happened.
Let us take the sales & operations side, 100% dedicated to your law firm, so that you can focus on what matters most.
You hired intake, and paralegals to handle leads. You shouldn't have to spend every evening checking whether they did their job properly.
We give your team clear steps to follow and show your supervisor what to check.
Have you had to explain selling to intake and attorneys, only to have them not follow the process?
Your firm chooses the person who handles closing. We train them alongside your intake staff, with practical guides and practice conversations. After initial training, we review calls and coach the team every two weeks throughout your package.
We help them explain your services, talk about fees, answer questions, and ask for the next step.
Our services
Give every inquiry a clear next step.
See intake setup detailsNo sales training
No ongoing support
We build the process, train your team, and help keep it on track.
Help your team handle the close.
See team coaching detailsNo intake setup
Complete covers one intake process, one supported CRM, and one closer. Staff and software are paid separately. Recruitment is quoted separately.
Answer three questions. See an example using your numbers.
Why should you trust us?
Before we start, we put the proposal in writing: what we’ll bring to your firm, the results we’re aiming for, and how we’ll measure ROI.
If that agreed return isn’t there, or we haven’t met the agreed criteria, we continue working at no extra fee until both are met.
We like getting paid. We also think we should earn it.
We bring years of U.S. immigration intake experience and sales operations.
Daniel has worked in U.S. immigration intake, screening prospects and booking consultations. His work now focuses on law firm sales processes and business systems.
Law firms that receive inquiries and have staff, but need help with follow-up, sales calls, or keeping track of leads.
Your firm needs room for more clients and someone to manage the team's daily work.
We work on the inquiries you already receive. We help your team find out who your firm can help, follow up, and sign clients.
These packages don't include lead generation.
Not always. Someone already on your team may be able to do the job.
We help you decide who handles sales calls and follow-up. Then we train them.
If you need to hire someone, we can quote that help separately. Your firm employs and pays the closer.
Your team handles calls and daily follow-up. We build the process and train them.
Your attorneys give legal advice, set fees, and decide which cases to accept.
We check your current CRM first. If it can do what we need, we use it.
We agree on any new software or extra work before starting.
Intake Setup and Complete Intake & Sales are six-month programs.
Sales Team Coaching on its own is a three-month program. You can cancel anytime; billing continues monthly until canceled.
We agree on setup and training dates before starting. We then test the process with your team and fix issues as they come up.
Intake Setup: $2,000/month for a six-month program.
Sales Team Coaching: $1,500/month for a three-month program.
Complete Intake & Sales: Starting at $3,000/month for a six-month program.
You can cancel anytime. Billing continues monthly until canceled.
Staff, software, and recruitment are not included in the price.
Before starting, we agree in writing on the work, the results, and how we'll measure the return.
If the agreed return isn't there, or we haven't met the agreed criteria, we keep working at no extra fee until both are met.
We agree on the numbers and dates before starting.
We look at extra client payments and the costs involved. Those costs include our fee and the cost of doing the extra legal work.
We also track signed clients, missed follow-ups, and how often you need to step in.
Access to the agreed systems and records, staff time for training, and a supervisor who can make daily decisions.
Your attorneys approve the services, fees, and messages your team will use.
Your team keeps the process and guides. Billing continues monthly until you cancel. We agree separately on any extra coaching or new work.
Work needed to meet the original guarantee continues at no extra fee.
A place to start
Tell us how your firm handles new inquiries. We’ll look at where follow-up or sales conversations get stuck, and discuss how we can help.