Creating an Effective Legal Intake Script: Converting Leads into Clients

A well-crafted legal intake script is essential for converting leads into clients. The initial interaction between a potential client and your law firm sets the tone for the entire relationship. An effective intake script ensures that your team gathers all necessary information, addresses the client’s concerns, and establishes trust. This comprehensive guide will help you create an effective legal intake script that can turn leads into loyal clients.

A legal intake script is more than just a set of questions; it’s a tool that helps your intake team engage potential clients effectively. Here’s why having a structured intake script is crucial:


A standardized script ensures that every potential client receives the same level of service and attention. This consistency helps in maintaining your firm’s reputation and ensures that no important information is overlooked.


An effective script streamlines the intake process, making it easier for your team to gather information quickly and accurately. This efficiency can improve client satisfaction and reduce the time spent on administrative tasks.


Using a script demonstrates professionalism and preparedness. It shows potential clients that your firm is organized and attentive to their needs, which can build trust and confidence.

Creating an effective legal intake script involves several key components. Here are the elements you should include:


The introduction is your first opportunity to make a positive impression. It should be warm, professional, and engaging.

Example Introduction

“Good [morning/afternoon], thank you for calling [Law Firm Name]. My name is [Your Name], and I’m here to help you. May I have your name, please?”

Information Gathering

Collecting detailed information is crucial for assessing the potential client’s case. Your script should guide the intake specialist through this process methodically.

Key Information to Gather

  • Client’s Contact Information: Name, phone number, email address, and preferred method of contact.
  • Case Details: Type of case, date and location of the incident, description of what happened, and any injuries or damages sustained.
  • Involved Parties: Information about other parties involved, including witnesses and the opposing party.

Example Questions

  1. “Can you please provide a brief description of the incident?”
  2. “When and where did the incident occur?”
  3. “Were there any witnesses? If so, can you provide their contact information?”
  4. “Have you received any medical treatment for your injuries?”

Assessing Case Viability

Not every lead will turn into a client. Your script should include questions that help assess the viability of the case early on.

Example Questions

  1. “Have you already consulted with another attorney about this matter?”
  2. “Is there a police report or any other documentation related to the incident?”
  3. “Have you spoken with any insurance representatives?”

Addressing Client Concerns

Potential clients often have concerns and questions about their case and the legal process. Your script should anticipate these questions and provide clear, reassuring answers.

Effective Legal Intake Script

Common Client Concerns

  • Legal Fees: “How much will this cost me?”
  • Case Timeline: “How long will this process take?”
  • Case Outcome: “What are the chances of winning my case?”

Example Responses

  1. Legal Fees: “Our firm works on a contingency fee basis, which means you don’t pay anything unless we win your case. We can discuss this in more detail during your consultation.”
  2. Case Timeline: “The timeline for each case can vary, but we strive to resolve matters as efficiently as possible. We will keep you informed throughout the process.”
  3. Case Outcome: “While we cannot guarantee specific outcomes, we will use our expertise to fight for the best possible result for your case.”

Setting Expectations

It’s important to set clear expectations about the next steps in the process. This helps manage the client’s expectations and ensures they know what to expect from your firm.

Example Closing

“Thank you for sharing this information with me. The next step is to schedule a consultation with one of our attorneys. They will review your case in detail and discuss the best course of action. When would be a convenient time for you to come in for a consultation?”


A follow-up process is crucial for converting leads into clients. Ensure that your script includes a plan for following up with potential clients who do not immediately schedule a consultation.

Follow-Up Example

“It was a pleasure speaking with you today. I will send you an email with all the details of our discussion and the next steps. If you have any further questions, please don’t hesitate to reach out.”

Creating a legal intake script requires careful planning and consideration. Here are some tips to help you develop a script that works for your firm:

Customize for Your Practice

Every law firm is different, and your intake script should reflect the specific needs of your practice area. Customize your script to address the types of cases you handle and the unique concerns of your potential clients.

Keep It Conversational

While it’s important to gather detailed information, your script should not feel like an interrogation. Keep the tone conversational and friendly to put the client at ease.

Train Your Team

Even the best script will be ineffective if your team isn’t properly trained. Provide comprehensive training on how to use the script, handle different types of calls, and address common client concerns.

Continuously Improve

Solicit feedback from your intake team and potential clients to continuously improve your script. Regularly review and update the script to ensure it remains effective and relevant.

Use Technology

Leverage technology to enhance your intake process. Use customer relationship management (CRM) systems to track leads, automate follow-ups, and ensure no potential client falls through the cracks.


An effective legal intake script is essential for converting leads into clients. By incorporating the key components outlined in this guide and following best practices, your law firm can create a script that not only gathers the necessary information but also builds trust and establishes a strong foundation for a successful attorney-client relationship.

Apply for your FREE Discovery Call today! Enhance your firm’s intake process with our expert guidance and start converting more leads into loyal clients today.

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