Convert Clicks to Clients w. Jon Cumberworth

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The Legal Edge: Marketing Smarter for Law Firms

The Legal Edge

8 episodes

3 days ago

The Legal Edge is the go-to podcast for law firm leaders and marketing professionals looking to scale their practices. Hosted by Rob Rosasco, a seasoned legal marketing expert with 20+ years of experience, this show explores strategies and innovations driving success in the legal industry. Each episode features conversations with law firm owners, marketing leaders, and business innovators, offering practical takeaways and inspiration. From digital marketing to referral networks to legal tech, The Legal Edge helps your firm stay ahead and connect with clients. Tune in for actionable insights to

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Convert Clicks to Clients w. Jon Cumberworth

The Legal Edge: Marketing Smarter for Law Firms

44 minutes 11 seconds

2 months ago

Convert Clicks to Clients w. Jon Cumberworth

In this episode of The Legal Edge, host Rob Rosasco sits down with Jon Cumberworth, CEO of Intake Engine, a company revolutionizing how mass tort firms convert leads into signed clients. Jon pulls back the curtain on what's really working in legal intake today, sharing insights from his journey from oil and gas to becoming a legal tech pioneer. From building Client Chat Live in 2008 to now leading automated intake systems that handle everything from initial contact to e-signature, Jon reveals the systems and strategies that separate successful mass tort firms from those leaving money on the table. This conversation dives deep into the intersection of law and technology, exploring how AI, automation, and smart workflows are transforming client acquisition in an increasingly competitive landscape.

Timestamps:

[00:00:00] Introduction - The Legal Marketing Revolution

[00:01:25] Meet Jon Cumberworth - The Systems Guy Behind the Tech

[00:03:00] Origin Story - From Oil Fields to Legal Tech Pioneer

[00:05:00] The Vision Behind Intake Engine - Blue Sky Legal's Tech Arm

[00:06:00] Constant Evolution - Keeping Pace with Rapid Tech Changes

[00:08:00] Full Spectrum View - From Lead Generation to Client Conversion

[00:10:00] The Dinner Party Problem - Great Marketing, Broken Intake

[00:12:00] Mass Tort Lead Lifecycle - From Facebook Ad to Signed Client

[00:14:00] Automation That Works - Personalizing the Client Journey

[00:16:00] Response Time Reality - When Minutes Matter Most

[00:18:00] AI's Massive Impact - From Chat Qualification to Call Scoring

[00:21:00] Converting Better - What Separates High-Performing Firms

[00:23:00] The Netflix Expectation - Legal Marketing's Evolution

[00:25:00] Are Firms Keeping Up? - The AI Adoption Reality Check

[00:27:00] Quality Over Quantity - The New Lead Generation Philosophy

[00:29:00] From Leads to Signed Clients - Intake Engine's Hybrid Approach

[00:31:00] Qualifying at Volume - Logic, Criteria, and Edge Cases

[00:33:00] Low-Hanging Fruit - Simple Changes for Better Conversion

[00:34:00] The Future of Intake - From Basic Info to Medical Records

[00:37:00] What's Next - AI Feedback Loops and Regulation Concerns

[00:39:00] One Piece of Advice - Mapping All Client Journeys

[00:40:00] Rapid Fire Round - Myths, Stories, and Hard-Earned Wisdom

Connect with Jon & Rob:

Jon Cumberworth

CEO, Intake Engine

LinkedIn: https://www.linkedin.com/in/joncumberworth/

Website: https://intakeengine.com

Rob Rosasco

Founder/CEO, Too Darn Loud Digital Marketing | Host, The Legal Edge

Website: https://www.toodarnloudmarketing.com/

LinkedIn: https://www.linkedin.com/in/rob-rosasco-57672a3/