Gary advises law firms, attorneys and legal organizations on the importance of creating, utilizing, managing and maximizing the intake process. He has worked with managing partners, associates, paralegals and all other support staff to assist law firms in improving their intake process and, importantly, increasing their conversion percentages. Gary creates customized programs to improve leadership, time management, project management, delegation, prospective client relations and sales skills.
Gary earned his Bachelor’s degree from Brandeis University in 2002 and his Juris Doctorate from St. John’s University School of Law in 2005. Upon graduating from law school, Gary served as an Assistant District Attorney at the Kings County District Attorney’s Office. Thereafter, he transitioned to the private sector, representing hospitals and doctors against medical malpractice claims at the law firm of Martin, Clearwater and Bell. In 2009, Gary began litigating mass torts cases at Parker Waichman LLP.
Fast forward a few years, and Gary has become the preemient Intake Expert. Gary has consulted with hundreds of the law firm's most successful law firms. He has authored the industry's first book on personal injury Intake (The Complete Guide To Law Firm Intake). And he founded the industry's first oustourced retention/intake department (Intake Conversion Experts). You can likely find Gary presenting on Intake at the industry's largest conferences.
Through his years of experience, Gary has realized that accountability, implementing strong internal procedures and responsiveness are three of the most important factors to ensure a successful and efficient intake process. It doesn’t hurt that his passion for the subject matter is unrivaled. In short, Gary believes that the key to maximizing a law firm’s revenue is strongly dependent upon the ability to appropriately prioritize and adequately scrutinize the intake process.
