The CallShift intake score
Evaluate the complete path from inquiry to client conversation.
The assessment identifies strengths and potential gaps across response, capture, follow-up, conversion, and the ongoing client journey.
This assessment is educational and intended to help firms evaluate their intake processes. It is not a guarantee of business performance or client conversion.
Free intake assessment
Question 1 of 16
Response
New phone inquiries are answered quickly during business hours.
Your score appears immediately after the final question.
Continue your evaluation
Put the score into context.
Intake & Responsiveness AuditVerify what actually happens across response, ownership, follow-up, and measurement.View the free audit →Client value calculatorEstimate what each new client opportunity may be worth.Calculate client value →Benchmark researchSee how CallShift is designing its national intake study.View the research plan →
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Organizations, educators, consultants, and law firms are welcome to reference or share this assessment in articles, presentations, educational materials, and client resources. A backlink is appreciated when appropriate, but is not required as a condition of use.
