⚡ Intake Speed vs Conversion

Updated: May 07, 2026 at 1:01 AM ET  ·  Source: Zoho CRM  ·  Intake Speed = business days (Mon–Fri) from Intake Received Date (or Created) to Consultation Date  ·  Business days only (Mon–Fri) · lags ≤30 biz days included

📊 Retain Overview 👤 All Consultations & Retains 🎯 CEA/CES ⏱️ Utilization 📅 Days to Retain 🔍 Intake Audits ⚖️ PP Metrics 🏛️ Divorce Decree 💰 Revenue vs Goal 📞 Sales Pipeline 📍 State Performance 🔁 Matter Lifecycle 🏆 CEA Leaderboard ⚡ Intake Speed
1.7 days
Avg Business Days Intake → Consult
1,937 qualifying records
49.2%
Retain Rate: Same Day / Next Day
1,270 consults (0–1 days)
52.8%
Retain Rate: 2–3 Days
398 consults
44.1%
Retain Rate: 4–7 Days
195 consults
55.4%
Retain Rate: 8+ Days
74 consults
⚡ Speed Buckets — Retain Rate by Intake Lag
Compare lead sources across speed buckets
Lead Sources
Date Range (Consult Date)
Metric

Retain Rate = retained ÷ attended consults per bucket. Requires ≥2 attended to show.

🎯 Lead Source Breakdown
📈 Monthly Trend — Avg Intake Lag vs Retain Rate (last 12 months)
Avg Days (bar) Retain Rate % (line)
📋 Individual Records
Deal Name Lead Source Intake Date Consult Date Days Lag Attended? Retained?
🔎 Drop-off Analysis — When Conversion Falls by Lead Source

Sorted alphabetically. ⚠️ = drop ≥5pp (very significant)  ·  🔶 = drop >3pp (notable)  ·  ✅ = no meaningful drop-off. Based on all 12 months of data.