ARH Consulting LLC helps firms connect business development with the day-to-day handling of prospective clients. The work considers positioning, visibility, referrals, communication, qualification, and the handoff from intake to the professional team.
Develop the right opportunities
Begin with the clients and matters the practice is equipped to serve. Clarify the audience, geography, service scope, referral relationships, and channels that support those priorities. A focused approach helps the team distinguish relevant opportunities from inquiry volume alone.
- Practice-area positioning and approved service descriptions
- Referral relationships and professional outreach
- Website messaging and educational content planning
- Local visibility and profile consistency
- Language-access planning matched to actual capabilities
Build a consistent intake pathway
- Capture the inquiry. Assign ownership for calls, forms, messages, and referral introductions.
- Respond and route. Set practical response standards, coverage arrangements, and escalation steps.
- Gather the appropriate information. Use a defined intake process, with professional oversight of conflict review, eligibility, and case evaluation.
- Coordinate the consultation. Establish scheduling, reminders, next steps, and responsibility for follow-up.
- Complete the handoff. Confirm engagement requirements and transfer the appropriate records to the responsible team.
Give the intake team clear boundaries
Intake personnel should understand what they can explain, what requires attorney or professional review, and when a matter must be escalated. Scripts should improve consistency without promising an outcome or substituting for professional judgment.
Measure where opportunities are lost
Review inquiries by source, practice area, location, and language where appropriate. Define the reporting periods and denominators for response-time, inquiry-to-consultation, and consultation-to-engagement measures. Include declined and unsuitable inquiries so the team can understand the quality of demand.
Deliverables
- A client-development priorities brief
- An inquiry-routing and responsibility map
- Intake scripts and follow-up templates for professional approval
- A reporting framework and review cadence
- An implementation roadmap for the team and vendors
Start with the actual client journey
Bring the current channels, business-level inquiry reports, intake workflows, and a description of who handles each step. Use approved systems and a defined process before sharing confidential client information. The first review should identify the changes most likely to improve responsiveness and consistency.