Speed to Lead: Why Your Response Time Could Make or Break Your Firm | Joe Ruotolo

And so , from a business case , I think that when you're in a competitive market , then I think the same kind of ethos , you know , the same values that a personal injury firm takes to prioritizing speed , making sure that and it's also a customer service thing If someone reaches out to you , you don't wanna get back to them tomorrow .

That's just not good business . And , by the same token , if they reached out to you , you don't know if you're the first person they reached out to or if you're the second or third , and maybe they're doing that because they didn't hear back from the previous .

And so the only way to make sure that you're not wasting money on your marketing is to make sure that those people who come in through your door , virtually they're treated with respect , with care , and you prioritize them .

This is the video chatbot that sits on your law firm's website and is the highest converting chat in the market . And in this episode , Joe and I dive into the game-changing topic of speed to lead . You'll discover why response time for prospects could literally make or break your firm in a hyper-competitive legal landscape .

Joe also shares some amazing insights on how AI agents are beginning to transform lead management and why staying fit during conference season is crucial for keeping up your energy . But that's not all . We're also going to explore how personal development can ignite new strategies for success and why coaching might just be the secret ingredient you've been missing .

So , if you're ready to supercharge your law practice and learn how to engage clients like never before , buckle up and let's dive into the wisdom of Joey Roots and discover how to thrive beyond the briefs . Hello everybody , welcome back into the show . Today's guest is my good friend Joe Rotolo of Intaker .

Joe is a repeat , many-time Great Legal Marketing Summit guest . He and I have co-hosted some offline and online events and he's one of my favorite people to see anytime I'm at a conference , and he's going to fewer and fewer this year , so you were missing out on some , joe Rotolo . Joe , welcome to the show .

So it's good to have a conference buddy who schedules an early morning workout so that you can have an excuse to leave happy hour , go to bed , get up the next morning and then feel pretty good about yourself . So thank you for that . It's good working out with you , me and uh and the MC of Jay Berkowitz's event at six in the morning down in Florida .

You know , of course it's easier when you're younger , but , like , how did you physically manage the toll on the body of flying across the country , doing all the happy hours , socializing , sleeping in hotel beds , like all of that , and still maintaining some level ?

I try to also have just a little bit of time to get out of the conference and maybe explore a little bit whether that's a half day , something to engage the mind and change up the scene a bit . But I think the health aspect thanks for asking because that's been a bigger and bigger part of my life the past few years it's just really getting focused on .

There's all these things I want to do , whether that's personal , professional , and I need energy and you know I want to feel good doing all these things . I mean working out . Definitely . Strength training has been kind of my happy place for a while and lucky most of the events .

There's a hotel gym you can hit but to be honest it can be just as simple as getting outside for a walk . If it's 10 minutes I'll take it , if it's 20 or 30 , you know , go for a little run , something to get the body moving , especially earlier in the day , I just feel better , man .

The other side of that is , you know , I quit drinking a few years ago and that also helps .

And so on the conference happy hour side , uh , you know it , I don't really miss it it feels pretty much like I just get to hang out with new friends , new people , see old friends , and I get to , you know , try to go home and and and not really spend time recovering from maybe a little bit too much partying . Uh so I ?

So there are folks listening to this who aren't familiar with your company and what you all do .

Years ago , you were one of the first , if not the first , to kind of replace the crappy old chatbots with a welcome video from the owner or from the lawyer , along with an automated chat function which didn't pretend to be a real person , which is what I appreciated about it . How do you describe Intaker today ?

You're right that we started with chat , especially for law firms spending so much on whether they're spending a lot of marketing or if they're just missing out on people coming checking out their website , things like that having a way to add empathy to that first interaction , but making sure that you're not missing out on people who are coming and going .

They're bouncing because of a subpar user experience . That's where we started and where we got to . You know work with our first . You know more than 500 law firms . Now we work with over a thousand and what we cover is both chat that we've done . That's still kind of a core flagship product the lead management , which is a growing segment .

If you're a law lawyer listening to this law firm owner and you're not using lead management , basically it's a way , just like you have your practice management , to make sure that your cases data , everything you need , is in one place . It's always there .

Lead management is similar , but it has more of those sales functions that you would need for follow-up , for sending retainers , closing deals and making sure that engagement is present , and so part of that is uh , you know , takes someone to manage , but part of that's automated too and a growing part of what we do is automating so much of this , uh , uh , the

lead management side , but also the entire engagement , uh , for you know , for visitors , uh , who are going to become leads , that that become clients .

And just for people that are listening and wondering what the heck is he talking about Right now , ai is a pretty cool tool . People are using it ChatGPT , cloud , other tools are becoming more popular and you know it's a great like chat interface and you can get a lot of value from that .

But it doesn't doesn't take over certain business functions that someone would need . What an AI agent is able to do is have a very specific task and follow through on that task from start to finish . What we're doing that might be a little bit different and we'll have a chance to , I hope , go deeper is this plug and play AI agents ?

So a whole slew of these that don't take a lot of work to do , the setup , don't take a lot of training or anything like that is really just a tool that a law firm can come in , add basic information about their firm , who they're looking to attract , what kind of services they offer other details , maybe about their location and things , and then let the agent

go . And so , whether that is starting with lead capture since you know , we've been in kind of the lead gen space , lead conversion optimization , for a while that's the first AI agent , but it doesn't stop there .

There's so many use cases , whether that's getting more Google reviews for your law firm , or whether that is reactiv uh , reactivating leads that might've fallen off . And , uh , you know creating , uh , you know , more like live calls out of old leads that might be hard to for your team to manage right now .

Uh , and , and there's there's way more use cases than just that , um , and even getting down to , like , you know someone to make sure that retainers get signed , all those imagine those like functions that you would have someone .

Of course , you might have an employee at your office doing all of these things , right , but having specific AI agents that are trained to do this function or that and they can talk to each other , they can work together , it's pretty far out . So we're just at the beginning of this new era , but we're not the only people doing it .

Google , microsoft , so many big companies are moving towards this agentic model and the next couple of years you're going to see even more changes and it's going to become , I think , more of a common word . Right now it's still . You know , it might sound a little bit hypey , but just you wait .

And one is very good at I don't know reactivation campaign , and one is good at and so is it that they've been trained on that specific task only because if we try to train them too broadly on something , it won't work , or what's the logic behind that ?

That agent would really only focus on doing that task , but there could be things like handoffs to other agents when you know certain goals are met in the process

. And I should probably give a disclaimer here with Intaker . You know I come from the sales and marketing side . I'm not quite the product visionary and I'm not the CTO , so I will not try to overstep and explain things too technically here .

But what I can tell you is that you're right when you have too many instructions or you try to have an AI system do too many different things . It's not really going to do any of them particularly well and you even know this being a professional right .

When you niche down , when you focus on one thing , you tend to get better results , and it's the same way .

What's really cool about the new tools that are out there , whether you're using open AI's infrastructure or you know the other models that are , there's so many different large language models now that even a couple of years ago , you know , was not the case that , uh , whatever infrastructure you're using , uh , there's going to be a pretty uh simple way to uh to

build these agents . And right now , intaker , we're just doing it .

You know , we're really focused on legal and what we're trying to do is just remove the complexity from the situation because , like so many things with tech , right , it is easy to say , oh , you could do this and that it can change your life , but it doesn't really translate into results for most business owners just because there's the barrier , the technical barrier

. And so we found there and we started actually already doing this with a local service ads , google LSA , and so , for anyone running Google LSA , you probably know how competitive it is and how expensive it can be , and so , having an AI agent that's just trained to handle and know how to respond to those leads and those inquiries that come in on Google local

service ads and not worry so much about other interactions or website . It makes it easier just to do that process .

And so in that case , like what you've said before , with LSA there's a bunch of things that you have to pay attention to on the phones , like if it rings too many times , you get dinged for that , but on the message leads side of it , if you let a message go too long without getting a response , that also is able to really make sure that your response rate

, that initial response rate , is what Google looks at when determining you know where you are in the rankings One of the things and making sure that AI is not going to miss one of those inquiries . Because what's that ?

What happens if you've got a person in your office and they're going through and they're managing and they're making sure that you know everyone gets a response and one person doesn't get a response because it just slipped through the cracks ? Obviously , that could be a potential case that you paid for that lead , nothing happened .

But also that's going to tank your overall average response time , especially if you don't have a ton of leads coming through on your LSA with your messages . So using AI to do that initial response and also do the qualification and also do the follow-up because it's it can be a pain for people .

Uh , you know , on on the the message side , if someone goes cold or if you're having a conversation and they stop responding , then your team has to set a task and go and follow up . So having a system that can do the follow up , do the qualification and then put that through to your CRM , whatever you're using , that's where you know .

We found a pretty strong use case , for that was our first AI agent and it's kind of growing from there .

It's a pain point for many , many small law firms because you know , at best you have a dedicated intake person or maybe a dedicated intake team , right , but like , the intake person gets up and they get coffee and they go to the bathroom and they take one drink , but at worst maybe it's a lawyer responding to this if you don't have any staff .

Or maybe it's a paralegal who's splitting time between you know doing paralegal and and because they're good at you know getting back to clients like they , they respond to the ai , to the uh , to the inquiries that come in .

But yeah , there can be a huge time lag and if you're running ads and those are going to time lag and you know we've talked about this and the person is just on to the next um chat thing on google and you've spent 200 , 250 dollars to acquire a lead that isn't going to respond to you anymore because you didn't get back fast enough .

So I totally get the use case for that .

But the other side is especially I know we're talking a lot about LSA , but it's been such an important part for more and more law firms that are doing marketing on Google that one of the things is you know , when you are using messages you're adding a new channel , you're getting more leads in there , but it creates more complexity and you know the other side

of that is when you are using that new channel , you're actually going to be able to lower your cost per lead a little bit , because those message leads do wind up being a bit cheaper than just a phone call lead . So there's a couple of things .

But again , if you're not making the most of it or if you're letting leads just kind of sit there , you don't even see them .

I know there are law firms that just use LSA and messages to make sure that you know they are , they're ranking high and that they're getting good response , response time , because that influences what people see responds in a few minutes or a few hours .

You know people pay attention to that kind of thing and they do it just to make sure that they stay on top of the list because there's tons of law firms that want to spend more on LSA but they can't because there's not enough supply of leads .

But just because your potential client might not be jumping at the bit to make a decision right now , that doesn't mean that they're only reaching out to you , and that does not mean that your competitors , who they may be reaching out to , are not also being ruthless in their follow-up .

And so , from a business case , I think that , yeah , there's less urgency in something like estate planning , maybe also like family law , depending on the situation .

But when you're in a competitive market , then I think the same kind of ethos , the same values that a personal injury firm takes to prioritizing speed , making sure that and it's also a customer service thing right , if someone reaches out to you , you don't want to get back to them tomorrow . That's just not good business .

And , by the same token , if they reached out to you , you don't know if you're the first person they reached out to or if you're the second or third , and maybe they're doing that because they didn't hear back from the previous .

And so the only way to make sure that you're not wasting money on your marketing is to make sure that those people who come in through your door virtually uh , they're treated with respect , with care and , uh , you prioritize them . So AI just helps business owners have that level of service that is sometimes hard to replicate with you and your staff .

You know what I mean .

, in addition to having to develop all these ai tools and having to keep the product up to date , like the competition is really really seems to me has really really gotten more steady and competitive than it was just five years ago . You think that's accurate ?

It's true that there's way more options now and almost on the legal side , so many other services that are not primarily a chat will have like a chat add-on , and whether that's your marketing agency giving a free chat , you know , for being a client of theirs or that's like another tech tool that you're using that has a chat module , and I think , ultimately , it's

good for the industry for there to be more people using chat , because even just you know , a few years ago you talk to people and say , oh , I don't want to use chat . All I get is , you know , junk leads from that , or you know , no one serious comes through on chat and you know , I think that's that's first of all , not .

Uh , not true , but it can be true if the product that you're using . But what I've seen is that having more firms kind of using this type of technology to engage when people come to their site , it's becoming more ubiquitous , not just for law firms but for your flights

. You go to Delta there's a chat widget . You go to your bank . You go to Bank of America there's a chat widget . You go to Delta there's a chat widget . You go to your bank . You go to Bank of America there's a chat widget . You go to Amazon there's a chat .

And more and more of these are just , you know , these AI chats that are really there to help you , to serve you , make sure you get the information that you need . It's different for law firms , though , because we're not necessarily in the information-giving business , giving business .

When you have a chat , there's really a one singular goal , which is get this person in the door and , if you can qualify them so that , when it's time to talk to someone on the phone that person , you know what you need to know about their story . At least you know , is there is this someone that I can help , or is there a chance I can help them ?

Or is this someone who's just here to waste my time ? And maybe this is not a high priority matter for me to deal with right now ? And so what I would tell you is that , although there's a ton of chat options and it's becoming more popular , not all of the chats are really built with the same end goal in mind .

And you know , working with I mentioned before , you know , working with over a thousand law firms we've learned so many lessons that have informed how the product has developed , and it's really cool to see , because when we started , you know we did one thing OK , and then we got better at that one thing , and then we found that there were other problems .

You know we help law firms get leads . Ok , now they need to get better qualified . Okay , now they need to get managed so that they don't just float away and that they can actually turn into clients . And now you know so many of those problems . And now it takes effort , it takes time , it takes people to manage that lead management .

So now AI is helping manage that for them . So , just as we've grown and developed you know it's more than just chat now for sure , and that's the first thing I'd point out is and the second thing is using a tool that's really built with law firms at the heart .

And it's cool because we're at the point now where we're expanding into other industries and home services . But still , you know , law is what we have been built for and so many of the lessons that we've learned here we can apply to other industries .

But this is our home and you know , getting to work with guys like you and so many uh , you know , of the , the , the people who kind of see the future for for what is going on in technology and for law firms , who want to be around in five , 10 , 20 years , being able to help them adopt so that they can get ahead , because otherwise people are going to

retire , people are going to close down their practices and that's okay if that's , you know what you want to do . But if you want to be here and build a brand , and you know , be in it to win it , um , being forward thinking , and I know you and Ben do this .

But , uh , having that , that belief that whatever happens with technology , whatever happens with the world , you can find a way to adapt to make sure that your business is not falling behind and keep growing .

And I'm always surprised that somebody would rather somebody with a legal , serious legal case right , serious auto accident case who's trying to vet a lawyer would , instead of picking up the phone and calling the lawyer and talking to them , of picking up the phone and calling the looker and talking to them , would engage with the thing on the website .

But still , I looked the other day like 10 or 15% of our new contacts that come through from all sources are coming through intake and another 10 come through a form fill on our website . It shocks me that people don't want to pick up the phone and talk to the team .

But , you know , having that extra additional touchpoint option is something that's a necessity in 2024 and beyond , because there are people you know there's a whole generation that never has talked on the phone . They only text their friends and they they only fill out web forms . So that's surprising to me .

And then I think the challenge for you guys is like , how do we do it ? How do we make sure it's done ? Well , right , because you can't just white label an AI thing to come in and talk to people , because it might start giving legal advice .

It might just tell them how to handle the auto accident case themselves or send them to a website that will draft the will for them , and so I assume you can correct me . I assume that you guys are building this thing in-house and then tailoring on , you know , optionality and customization for the end user law firm .

This is back in 2016 through 2018 . Just when OpenAI started in 2016 , that was the same year and they were working in . They didn't have large language models back then , but they had kind of small language models and they were working on the same idea of , like , natural language processing and from that , you know , they , the startup that they were working on .

Ultimately they they wound it down when the opportunity came about to well , serve lawyers and start Intaker . And that's a bit of a different story

. But my point in bringing this up is one of the really amazing things about getting to be part of this team is that the two you know the two CEO and CTO , the visionary of the leaders come from this deep knowledge and background of understanding how to use AI beyond . Just .

You know plug and play with chat , gpt and you know creating some integrations with an API and then spinning up this .

You know there's so many of these products now that are , they're available and you know oftentimes they're either cheap or they're free , but but they they don't have the kind of deep knowledge of how , the technology , both the strengths and the limitations , to build it in such a way that , like you said , you're not going to get an issue with AI telling you

either legal advice or just pointing you in a direction that's not away from the business goal of of the law firm , in this case .

So you can say , okay , I've done this , you're an insurance adjuster and you have this policy limit , and here are the injuries , and now I want you to role play with me , and so you can kind of go back and forth with it . But it's not great because it'll sometimes exceed the authority that you've given it .

You still need the flesh and blood , the human . And as much as I love robots and what I do here , I'm a big proponent of keeping it human , so great segue .

I got to go with a buddy of mine in Dallas last year and it was a really good experience .

Of course there's like that rah-rah hype element and that's fun , you know , but beyond that , I just I think having a chance to like step away from your day-to-day life and get into a different environment where you can really focus on on you focus on , you know , in this case , your business , your goals , where you want to go , what are those things that have

been holding you back and really , you know , put some time and focus . And obviously , when you're in person , you get to meet other people and you get to share and have those kinds of cross-pollination experiences .

And so for me , going to Business Mastery , there are so many things that I got out of it , so many just amazing speakers that I got to learn from lessons that I've already started applying here on the marketing side within Taker , but it is getting to actually make those personal connections with other people who are maybe at a different point in the journey , but

you're going in the same direction , right ? You've got kind of the same ambitions , dreams . You know whether that's more money , more freedom , more time , all the things basically that you and Ben do with GLM . Getting to be on the attendee side was so much fun because I go to so many conferences and I get to see it .

You know , on the other side maybe a sponsor , exhibitor , sometimes a speaker , but getting to actually have my butt in the seat and and play full out and get up and dance and shake , shake the booty and just have a good time , man , it was a lot of fun . I could talk about this for a while .

We , like you said in the beginning , you know we're using the video and chat . It's a great way just to build that trust , empathy , connection in the beginning , when someone first finds you , uh , but we've not been , you know , using as much video as we should as a company .

And so now , uh , you know , adding both more content to the YouTube channel that we started , to the website , uh , that we are uh redeveloping now and , uh , you know , having this , be , this be just a way to like , fast track , trust and build that sense of authority .

And whether you are , you know , a law firm or you're working in like a tech company , like me , I mean it's the same thing . We're all humans and we all respond well to this kind of kind of engagement .

After a sales meeting , after a demo , we do demos in the legal world , we do consultations , but it's kind of , you know , pretty similar world do consultations , but it's kind of , you know , pretty similar . Uh , yeah , sending a personal video follow-up , uh , to do a couple of things .

I mean it's not just about saying you know , hey , thanks , great to meet you , hope you buy . Uh , it is really taking another chance to go deeper into you know , remembering what was their pain , what motivated them to want to come to you in the first place , what are they looking to achieve ?

You know what's their hope and their dream , and so being able to get take that and put it into your message . So it's not just a personalized with a name , it's personalized with , you know , the message from the heart and really knowing , understanding on that call , you know what's blocking them where they want to go , and then and then being able to .

For us it's nice because part of the process of selling is , you know , like we get to use our own product in some ways to actually help do some of what we do on the sales side . It's cool for the team to be able to have that experience and be part of this . And , you know , use again video , again video .

And it's not just for you know that situation for the follow ups , but for us , we run into a lot of things where there might be two decision makers , right . Or there might be someone that you're trying to get in touch with the attorney of a big firm to like make this decision .

But you know , you really start at like someone who's a little bit lower on the totem pole and then being able to use video after that initial meeting as a way for that champion , that you know person , that marketing manager , whoever to now take not just go and try to communicate to the decision maker what they learned , but actually show this video .

So it is uh , just another touch point and all the things that we talked about . Um , it's been only about a month ago since I went to the event , but already both you know myself and and and getting more on the case of the team here to uh to use it , and I mean , that's just one thing .

Another thing I'll mention is Donald Miller is a pretty famous marketer . He wrote a story , story brand , story brand yeah , and I I had been familiar with the concept . I never read the book , but getting to go see him share , you know , in like close to two hours he went deep into the story brand using a ton of examples .

But and that was the thing is that presentation .

Even though it took a while , he told it like a story and when you do that , when you start incorporating these story elements , it doesn't feel like you're sitting there in a presentation , you kind of feel like you're in in the story and so you know , there's so many things that I think , uh , I'm , I'm still applying what I can from the event , but , uh , and

also , obviously , getting to be , uh , getting to . If you have never seen Tony Robbins live , or even if you don't know about him , he's a huge guy . He is like , I think , six foot seven , um , or maybe taller , but uh , you know , just getting to be in that environment , so many people , so much positive energy .

Like I said , I could go on and on , man , but uh , it was a great experience and I know there's going to be some parallels to what's going on in a few weeks at GLM . So I'm excited , man , I might get up and start shaking the room . Glm , you might have to contain me him .

It's interesting , it's all shot on Loom and then when he sends it to you it's at like 1.25 speed . So he already talks kind of fast and he's got high energy . It sounds even higher energy .

Oh , as a you know , and the sales tactic is all about pumping up the energy , getting people excited about the product and if you could speed up to one of the quarters , that's really open the top . But can I connect with him ? Because he's he , he does that .

Does that really really really well , you'll rip that off your sales team , all right , yeah , I'm going to ask you about . You know , you mentioned at the beginning of that Tony Robbins business mastery .

Um , you know the goal of going to events and I forget exactly what you said , but you're more clients , more cases , more money , more freedom , freedom , and I was doing this exercise this morning . It's like all right if I had , um , the exercise I was doing if , if I had $10 million , what would I do ?

Right , and one of the things that I wrote down cause my mind went there was more freedom . And then I said , like what the hell does that mean ? Like freedom to do what ? And so my question for you is if you had more freedom , what would you do ?

But yeah , really , I mean , you know , for me and uh , I don't want to get like too off the rails and too personal here , but you know I can just tell you that , um , you know , big like part of what really motivates me is education , is teaching and and having a chance to like be part of that journey .

Before I was within taker that was , my previous career was in education , teaching first math , uh , to business students and then later , you know , helping kids get into the college of their dreams . And I think for me , me , when you say freedom , I , I , I see , I see helping other people achieve more of their dreams .

And that might sound a little bit cliche , uh , but you know , in the education space , you know I was blessed to have really stellar teachers when I was young and they put the love of learning in me when it wasn't always there .

I wasn't always like into , you know , math and physics , which is what I studied , and you know I wasn't always kind of like a nerd Um , I don't think so . I wasn't always good , uh , in school , I'll tell you that .

But you know , having teachers that kind of showed me that , wow , you know , if what you put in with the right strategy and if you put the right mindset obviously mindset is almost everything you can go to pretty amazing places .

And so I am lucky that I get to do some of that with the team here now , with Intaker kind of , you know , helping the junior members find their way and get better at what they do every day .

Uh , but , yeah , I think , uh , you know , going back to teaching and really sharing what I love and and helping others , you know , tap into what they love and do more of that .

If we're being totally honest , and then I would , probably , there probably would be a teaching and at the end of the day , there's really nothing that prevents me from saying , screw it , I quit , I'm going to go be a teacher , right , which is what this , this and so , if you haven't listened to this episode , I did a podcast with Aaron Velpe which came out

about two weeks ago and , people , if you've made it this far , you can go back and listen to that one , because it completely under indexed for downloads . But one of the things that Aaron said is you know , I asked people okay , what would you ? Your goal is sell the company . What are you going to do when you sell the company ?

Well , I want to give more money away . I well , I want to give more money away . I want to spend more time doing this , like you could do a lot of that stuff right now . You don't need , you don't need the hurdle that you've put between you and doing all of those things .

So I just , I just found that and you probably did something similar down at um business mastery or some other Rob Tony Robbins event , but it's the exact same thing . It's like there really is nothing preventing you from doing those things right now .

So if you want to fuck up your whole weekend , go do that exercise and you're going to want to quit your job .

You get so caught up in what you're doing every day and , yeah , it's important . There's a lot of things you need to be doing , but there's also a lot of things that you think you need to be doing that are really a distraction , an excuse . It's kind of like a mental loop .

It is something it's , you know , it's programming man and and having an outside perspective to help you see where those are . And I mean , I also know that you and Ben do coaching .

You know I've had a coach now for about three years and you know , having someone who's just outside but can see and kind of point out the blind spots or where I you know my , my actions and my words , my values don't always match up . Having someone who's not afraid to call you out on that and and have that be consistent .

So you know , it's not just one time you go to an event and you get inspired .

But having that has been so helpful , so helpful , and I know that you and Ben are not just coaches , but you also you have your own coaches , and so I guess you know , if I could just ask you know , how has that changed things for you in the past couple of years since you started working with the coach that you've been with now ?

coaches . As much as you know well , they coach you through the US system and I think for me it's . I don't know that there's any special knowledge from any of those people . It's really permission based stuff . It's like you talk with your coach about stuff that you don't talk with most of your friends about .

Talk with most of your friends , right and uh , and your coach is in a position to , and you're paying them to tell you what . The things that you are doing that don't make any sense of right , don't get you any closer to the goal , and the things that you are avoiding doing because you simply don't want to or because you're afraid to do them .

That would actually get you closer to the goal . And then the third part is this kind of like this mental expansion and the recalibration of what you think is normal or what you think is success by having a coach who's coaching people at different layers .

Right , somebody that's running an eight-figure or a nine-figure law firm or a six-figure law firm and they can say , well , figure , or a nine figure law firm or a six figure law firm . And they can say , well , here's , here's things that I see that you don't even know .

Here's , here's what success at a level that you don't even have anybody in your world who's achieved , like , is that something you're even interested ? Cause this is a time commitment and this is the sacrifice , but this is the reward .

And so , having those uh , doors or windows open to the , the things that are out there that you haven't even thought about , I think all of that's very powerful stuff .

I know also shortly after that probably shortly after this podcast comes up you guys have intaker product day . So tell us about that . Tell us if somebody has made it this far and they don't know who intaker is , what intaker is , what product is , how can they get on the list ? Make sure they don't miss it .

This is kind of our version , but right now we do it for our client community and for special guests that we want to invite , including any listeners of this show . So , like Brian said , it's on October 17th this year and if you're an Intaker user right now , then you'll already get the invite . You're already on the list .

If you're not , and you kind of want to see where the industry is heading , where technology is going and how you can get ahead in your law firm , because if you are not , then your competitors most certainly are , especially , you know , so many of you listening are in a competitive market , right ?

So , understanding what's available and what's coming and how , more importantly , how to actually use this stuff to get more clients in the door and make sure that you're providing the best possible experience to everyone on your , on your client team Uh , that's what we're going to be doing and so , yeah , uh , it's going to be in the morning .

We're in the Pacific coast , so around 9am Pacific , around 12pm Eastern on October 17th . Send me an email to Joe . Do you have a live registration link for that ? No , actually not yet , because we typically do this for a small community . We don't have a big funnel for it .

But send me an email , joe , at intakerme , and by the time we get this episode live , brian , I'll have a link for you for the show notes so we can add it to anyone else . We'll follow up . We'll add that in the show all right , you're the man , all right and where can people find more about you , joe ? oh well , me personally go to linkedin .

I post from time to time and uh , for the company intakercom , and so that's where you're going to find all the information about what we talked about today with AI agents , and we got a big website revamp coming . So probably by the time you listen to this , it should be live and you can go and learn more there . Thank you for your time .

Thank you so much , brian . See you in a few weeks .