New aggregate phone, form, chat, and referral inquiries in an average month.
What to count
Example: 210 new case inquiries last month.
Where to look: Call summaries, form exports, intake logs, and referral logs.
Personal Injury Intake Leakage
Personal Injury Intake Leakage Audit
Review what happens from the first qualified inquiry to a signed retainer using firm-level totals. Choose Not sure whenever you do not have the number handy.
Step 1 of 6
Use only business totals. Do not enter claimant, medical, case, or confidential legal details.
Case Inquiry and Retainer Funnel
Inquiries that reached a real two-way contact, not only an automated confirmation.
What to count
If 100 inquiries arrived and 68 had a meaningful reply or conversation, the contacted rate is 68%.
Where to look: Call summaries, inbox logs, task lists, and scheduling records.
Contacted inquiries that meet your accepted matter criteria.
What to count
If 68 were contacted and 39 were qualified, this stage rate is 57%.
Where to look: Qualification notes summarized without case details.
Qualified opportunities that schedule a consultation.
What to count
If 39 qualified opportunities produce 20 scheduled next steps, this stage rate is 51%.
Where to look: Scheduling records and consultation calendars.
Scheduled consultations that are attended or otherwise advance to retainer decision.
What to count
If 20 scheduled steps produce 13 decision-stage opportunities, this stage rate is 65%.
Where to look: Consultation attendance logs and retainer follow-up records.
Decision-stage opportunities that become signed retainers.
What to count
If 13 decision-stage opportunities produce 5 wins, this stage rate is 38%.
Where to look: Signed retainer records and won/lost intake records.
Step-by-step preview
Successfully contacted: Not trackedQualified opportunities: Not trackedConsultations scheduled: Not trackedConsultations attended: Not trackedRetainers signed: Not tracked