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Law Firm Protects Attorney Time With Smarter Intake

Whitmore & Cole LLP

Partners were drowning in unqualified calls. A clearer website plus screened intake booked consults that actually fit the practice.

Problem

Whitmore & Cole’s small intake desk could not keep up with referral and web traffic. Attorneys often took first calls themselves — only to learn the matter was outside their practice areas or the caller was shopping price with no intent to hire. The firm’s website listed services but did little to set expectations or capture structured intake, so evenings and weekends meant more voicemail and more Monday catch-up.

Solution

  • Rebuilt the site with clear practice-area pages, consult CTAs, and forms that asked for matter type and urgency up front.
  • Deployed an AI receptionist to answer common questions, collect intake basics, and book consults only when the inquiry matched the firm’s criteria.
  • Routed mismatched matters with a polite redirect path so attorneys were not the first filter for every ring.

Benefits

  • Attorneys spend consult time on matters that fit the firm.
  • Callers get a professional response outside business hours.
  • Intake arrives organized instead of as scattered voicemails.

Results

Consult show rate

+33%

Qualified intakes

+41%

Attorney time on first calls

-45%

Conclusion

Whitmore & Cole did not need more raw leads — they needed fewer wasted conversations. Screening at the door and a site that set expectations delivered consults worth the calendar slot.

Frequently Asked Questions

Intake is limited to what you define for screening and booking. Sensitive details stay with your team’s process after the handoff.

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