Intake & Acquisition Planner
Map contact, consultation, qualification, and retention rates to cost per retained matter—without entering case facts or client information.
Your assumptions
Starting values are examplesReview all conversion and cost assumptions
These starting values are illustrations. Replace them with your own numbers before relying on the scenario.
Only these numeric assumptions are saved when you choose Save. Nothing is synced to an account. Use exports for your own records.
Your saved scenarios
How the model works
The model applies your contact, booking, and attendance assumptions in order. Capacity limits are shown explicitly. Additional inquiries and attendance comparisons change one input while holding the others constant. Counts can be fractional because they are modeled averages. Costs omit overhead, taxes, and items you have not entered. These are scenarios, not forecasts or guarantees.
For law firms only. Do not submit client or case information. We provide marketing inquiries, not legal advice, case evaluation, or lawyer recommendations. Your firm handles conflicts and applicable advertising rules.
Your growth plan
Live scenarioMonthly inquiry cohort; fee realization may take months or years.
Follow the opportunity
Where to focus next
Compare this plan with saved scenarios
Current and saved scenarios use the same niche model and time horizon.
| Scenario | Inquiries | Value | Contribution |
|---|
Change one lever at a time
These comparisons hold other inputs constant. They show sensitivity, not promised improvements.
| Scenario | Outcomes | Value | Contribution |
|---|
Every output is based on the inputs you enter. Illustrative starting values are not industry benchmarks. Monthly inquiry cohort; fee realization may take months or years. Gross contribution and revenue are different; unmodeled expenses and timing still matter.
Turn the gap into a next step.
Support your intake team with exclusive marketing inquiries and configured administrative follow-up.
Get my bonus playbook & reviewCome back to check
what happened.
Track actual results for a group of inquiries, then use the measured conversion rates to improve your next planning scenario.
Open my actual-results scorecard
Choose the date a seven-day inquiry group starts. Count those same inquiries as they move through the stages, reviewed as of the date you enter. Return to update that group as outcomes develop. Compare groups only after similar time to mature; these counts are not everything that happened in one calendar week.
Your actual results
Outcomes may take longer to develop, especially retained matters and projects. These are your own entered counts, not verified CRM data or evidence of revenue collected.
The PI Firm Intake Growth Playbook
is yours to put to work.
Pair your numbers with a practical six-page playbook: operating priorities, a weekly worksheet, an actual-results scorecard, follow-up examples, and a 30-day improvement plan.
- See your scenario before sharing contact details.
- Get your bonus PDF after a confirmed inquiry.
- Discuss the gap with Integrity Vision Marketing.
Support your intake team with exclusive marketing inquiries and configured administrative follow-up.
A free planning tool and optional business review. Paid services require a separate written scope. No result is guaranteed.