Free Excel download
Find your intake leak in minutes
See cases lost to slow follow-up and the revenue lift from faster day-one contact.
Get the calculator
We'll email you a direct download link. No spam.
What you will get
A dynamic workbook plus the context to act fast.
Workbook built for intake
A dynamic Excel workbook with Inputs, Dashboard, Benchmarks, and Glossary.
Scenario picker
Pick a target first day contact percent and watch the math update instantly.
Current vs. target math
Compare current funnel to target with a simple chart and table.
One-page summary
See incremental retained cases and revenue in one view.
How it works
Fill the form
Tell us where to send the file.
Get the download
We email an instant link to the Excel workbook.
Enter your numbers
Open the workbook, enter your inputs, review the dashboard.
Why this matters
The insight
- First day contact percent predicts your month.
- Small gains increase consults, show rate, and retained cases.
- A simple SLA, clear ownership, and a referral loop change outcomes fast.
Who it's for
- Managing partners, COOs, and intake leaders who want clear numbers.
- Teams that need a quick diagnostic before rebuilding intake.
- Firms aligning finance, marketing, and intake around one KPI.
Inside the workbook
A quick tour of the tabs.
Inputs
Enter monthly inquiries, average fee, and your current conversion rates. Pick a scenario or set a custom target.
Dashboard
See reached, consults, shows, retained, and revenue for current and target, plus deltas and a simple funnel chart.
Benchmarks
SLA bands and quick wins to improve speed to lead.
Glossary
Plain language definitions you can share with the team.
Quick pointers
Use these while you test the calculator.
KPI to watch
First day contact percent, aim for 70 percent or better.
Fast win
Hold a four hour response SLA and measure it daily.
Want help
Book a Future Design Call and we will turn your numbers into clarity on the right next step (Blueprint, sprint, or referral).
FAQ
Is this really free?
Yes. Fill out the form and the email includes a direct link to the Excel download.
Do I need HubSpot?
No. The calculator works for any CRM or even manual tracking.
Does this only apply to personal injury?
No. The math works for any practice area with inbound leads and consults.
What if my data is a guess?
Use estimates now. The calculator shows sensitivity so you can refine inputs later.
Will you spam me?
No. You get the file, one tip, and an invite to a short review. Unsubscribe with one click.