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Episode 3: Creating an Intake Plan that Turns Prospects into Clients

Three Things You’ll Learn:

  1. The key to a successful intake process
  2. The importance of putting your clients first
  3. Brand consistency is key

Putting Clients First

Jonathan Dichter, a leader in DUI Defense, knows the importance of having a well-oiled intake process and the impact that can have on your business, good or bad. He describes the time his firm has taken to refine the way their intake process works, down to the wording they use when connecting with a potential client.

An authority in his area, constantly innovating and learning, Jonathan knows what it takes to close a client lead but explains that what works for his team may not work for everyone. He does, however, have one piece of hard-hitting advice for anyone looking to up their game in criminal defense:

“If you’re in this industry and you can’t find a way to emotionally connect with your clients, do something else for a living.” 


Jonathan uses the art of Hollywood and television storytelling to create a compelling narrative, emotionally connecting with his audience.

Jonathan gives insight into not only how to work stories into your firm and intake process but also the importance of understanding the stories your clients are bringing to you when they walk through your door.

Team Immunity and Brand Consistency

A big part of intake is identifying what makes you different from everyone else and amplifying that by making sure that your client recognizes that there is no one else in the industry that can do what you can.

Jonathan is certain that his team stands behind their core values and that everyone is on the same page, ensuring that there is consistency across the board. Compassion is of utmost importance to Jonathan and his firm and he believes if you aren’t willing to commit to that you shouldn’t be on his team.

“My job isn’t just to be successful, it’s to do good.” 

Follow Up For Success

A prime example of how to work harder and smarter, Jonathan always follows up with clients when he has promised to do so, regardless if it is after hours or on weekends.

As long as you have a simplified way of tracking who needs to be followed up with, such as a spreadsheet, Jonathan thinks you should be okay. Take down the necessary data from the start, give a date, and put it in your calendar.

Learn more about Jonathan Dichter:

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