About this episode

Nicole Lavallee and her husband Warren discuss how their law firm improved its intake and sales process, uncovering $1M in lost revenue.

In this episode of Your Practice Mastered, Richard James and MPS sit down with Entrepreneurial Attorney of the Year finalist Nicole Lavallee and her husband Warren to discuss how their family and real estate law firm rebuilt its intake and sales process after dealing with turnover, missed opportunities, and inconsistent performance. This is a behind-the-scenes conversation about what happens when a law firm owner stops guessing and starts looking at the numbers. Nicole and Warren share how they discovered missed opportunities inside their intake process, why their turnover problem was really a systems problem, and how adding stronger sales leadership helped their firm move from frustration to measurable growth. They also discuss the role of a sales manager, the importance of better onboarding, the challenge of hiring and training intake staff, and why non-attorney salespeople can help attorneys get out of the consult room and back into legal work. In this episode, you will hear: How small law firm owners can find missed revenue inside their intake process Why your law firm intake team may need a sales manager, not just more staff Why missed calls and weak follow-up can quietly…

People in this episode

Host: Richard James

Guests: Nicole Lavallee, Warren

Topics covered

• intake process
• law firm management
• sales leadership
• revenue growth
• staff training

Keywords

• intake process
• law firm
• sales manager
• revenue
• onboarding
• staff training
• consultations

Mentioned in this episode

Organizations: Your Practice Mastered, law firm

Explore listener stats, chart rankings, contacts and more on the Your Practice Mastered podcast page.