Lloyd Solves

Stop losing leads. See your intake clearly and fix the first leak fast.

Intake Revenue Sprint gives law firm owners a reliable today view of intake and the fastest speed-to-lead improvements your current tools can support.

10 hours of expert time. Starting at $2,500

Schedule a Consult β†’
Fixed hours. Clear deliverables. No scope creep.

Talk to Us About Your Intake

Fill out the form and we'll reach out within 1 business day.

Sound familiar?

Most law firms know intake is leaking. They just can't see where.

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No visibility into what's happening

You can't answer "How many leads are we working today?" without digging through inboxes, spreadsheets, or asking around.

🐒

Slow or inconsistent follow-up

Leads wait too long, especially after hours. Follow-up depends on memory and sticky notes. Good cases ghost before you respond.

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Data scattered across tools

The same info gets typed twice in different systems. Errors pile up. Nobody trusts the reports, so nobody uses them.

Your owner-ready intake dashboard

After the Sprint, you'll answer these questions in secondsβ€”not hours.

Your Intake Today View

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New leads today 3 new
⏳
Waiting on follow-up 5 open
πŸ“…
Consults scheduled 2 today
🚨
Gone stale 4 stale

What the Sprint delivers

In 10 hours, we install the visibility and speed your intake needs most.

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Intake Today View

A simple, reliable view: what's new, what's waiting, what's scheduled, and what's gone stale

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Speed-to-lead essentials

Lead acknowledgement, ownership assignment, follow-up reminders, and basic after-hours handling

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Light data cleanup

Reduce obvious duplicates and standardize fields that drive reporting and routing

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Safe automation habits

QA checklist and change notes so improvements don't break things later

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30-day roadmap

A prioritized next-step plan so you know exactly what to automate next and why

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Co-Build or White-Glove

Choose guided setup with checklists, or we handle everything directly within the hour budget

How it works

Four focused phases inside a fixed hour block. No scope creep.

1

Fit check and kickoff

We confirm there's a clear win, review your current tools, and define the number one leak to fix first. One call, 60 minutes.

2

Intake map and decisions

We define minimal viable stages, ownership rules, and follow-up logic. If decisions stall, we present two options plus our recommendation.

3

Build and configure

We set up your Today View, implement speed-to-lead automations, and run QA. This is where the offline work gets done.

4

Go-live, training, and roadmap

Walkthrough of what changed and why, intake team training, owner dashboard review, and your prioritized 30-day plan.

⏱️ You purchase expert hours. We protect the budget with structured calls and offline build time.

Is this a fit?

βœ… Good fit

  • Getting meaningful inbound volume (calls, forms, referrals)
  • Slow follow-up or inconsistent intake handoffs
  • Owner can't answer "How many leads are we working today?"
  • Want clarity before committing to a big system overhaul
  • Ready to name one point person to make decisions

🚫 Not a fit yet

  • Need a full platform migration (that's typically LIMO)
  • Want everything rebuilt without a point person for decisions
  • Team is unwilling to change intake behavior
  • Already have strong visibility and fast, consistent follow-up

Pricing

Start with the Sprint. Expand only when the first win proves the ROI.

Intake Revenue Build

20 hours

$5,000

Expanded automation coverage across more intake steps and lead sources.

Intake Revenue Scale

40 hours

$10,000

Full durability: deeper workflows, advanced routing, and long-term reporting.

Frequently asked questions

It can be. By default we run Co-Build: you or your admin handles some setup with our checklists while we focus on the high-leverage configuration. If you prefer White-Glove, we handle everything directly within the same hour budget.

No. Outcomes depend on lead volume, response behavior, and staff adoption. We guarantee the hours and the deliverables we select together. The Sprint is designed to give you the visibility and speed that make signing more cases possible.

Great. The Sprint clarifies requirements fast. If you need a deeper integration or full platform migration, we'll recommend LIMO or a scoped Custom Integration engagement based on what we find.

We prevent decision drag by design. If a decision stalls, we present two clear options plus our recommendation. If needed, we apply a default path to protect the hour budget.

We work with whatever your firm currently uses: Clio, Litify, Filevine, HubSpot, Intaker, and other common legal intake and case management tools. The Sprint improves what you have instead of requiring new software.

Ready to stop intake leakage?

Schedule a consult. If there's a clear win, we'll lock the hour block and start the Sprint.

Schedule Your Consult β†’