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Lawyer Intake Sales Training

Many attorneys are excellent advisors and uncomfortable closers. They explain the law well, then leave the consultation without asking the prospect to hire them.

Many attorneys are excellent advisors and uncomfortable closers. They explain the law well, then leave the consultation without asking the prospect to hire them.

Common patterns

The behavioral cause

Professional training rewards accuracy and caution. Asking for a decision carries social risk, so the conversation is avoided. This is sales reluctance, and it responds to diagnosis and practice more than to a sales script.

The method

  1. Identify the avoided moment with the R2R Assessment.
  2. Practice the fee conversation and the engagement ask.
  3. Add one clear next step to every consultation.
  4. Track consultations to engagements weekly.

A note on ethics

Follow your jurisdiction's rules of professional conduct. This training addresses conversation behavior, not advertising or solicitation rules.

Frequently asked questions

Is it salesy?

It is clear communication about next steps.

Can it work for a small firm?

Yes, especially where the attorney handles intake alone.

What if I already have intake staff?

See legal intake sales training.

Related reading: Execution gap · The 13 R2R archetypes · Sales reluctance for financial advisors

Dr. Jeffrey Scott Stanton, DCH is the former EVP of Learning & Development at Douglas Elliman Real Estate and the founder and Chief Learning Officer of R2R Diagnostic Group, where he helps real estate organizations and agents diagnose and fix the behavioral patterns behind inconsistent performance.

Name the pattern, then change it.

The R2R Assessment identifies which pattern is actually running and what to do about it. Take a look at the assessment, or book a conversation.