Legal Intake Solutions

Effective legal intake is critical to any law firm’s success. From the moment a potential client reaches out, how their inquiry is handled can be the difference between securing a new case or losing the lead. We take this process seriously, ensuring that no opportunity is missed and every lead is fully qualified and ready to move forward.

Our intake process doesn’t just stop at generating leads—we handle everything from initial screening to getting the retainer signed, creating a streamlined process that eliminates friction and optimizes your firm’s client acquisition efforts.

24/7 Comprehensive Coverage

We provide round-the-clock intake services to ensure that every potential client is addressed promptly, whether they reach out during business hours, after hours, or on weekends. By offering 24/7 availability, we help you capture leads in real time, without delay.

Customizable Intake Workflows

Every law firm has different needs, and that’s why we create custom intake workflows tailored to your firm’s specific requirements. From qualifying leads based on your case criteria to handling complex multi-step intake processes, our flexible workflows ensure we capture the right information while maintaining an efficient intake experience for both your team and potential clients.

Seamless Call Center Solutions

Our U.S.-based call center team is trained specifically for legal intake, providing professional, empathetic, and knowledgeable support to potential clients. We handle inbound and outbound calls with a focus on providing clear information and guiding each inquiry toward a successful sign-up.

Lead Qualification & Screening

Not every lead will be the right fit for your firm, and that’s where we come in. Our intake specialists thoroughly qualify and screen each lead to ensure they meet your firm’s specific criteria. This reduces the time your team spends on unqualified prospects, allowing you to focus on higher-value cases.

Multi-Channel Communication

We know that clients prefer different ways of communication, which is why we offer multi-channel outreach. Our team can communicate with potential clients via phone, SMS, live chat, email, and web forms, ensuring we meet them on their preferred platform.

AI-Powered Technology & Real-Time Data

Our intake process is powered by cutting-edge technology that integrates AI-driven automation and real-time data monitoring to provide accurate insights and streamline the intake process. We track key metrics such as conversion rates, call times, and lead response rates, ensuring your firm has full visibility into every step of the intake process.

Our Legal Intake Process

1. Initial Inquiry
   When a potential client reaches out—whether by phone, chat, email, or web form—our intake team responds immediately, providing them with the information they need to feel confident in moving forward with your firm.
2. Lead Qualification & Screening
   We collect critical information about the case, including case type, location, and other specific criteria. Each lead is screened to determine eligibility and fit for your firm’s practice areas, ensuring only qualified leads are passed on to you.
3. Follow-Up & Nurturing
   If the client is not ready to sign immediately, our intake team follows up and nurtures the lead through multiple touchpoints. We keep prospects engaged and informed until they are ready to sign.
4. Signed Retainer Delivery
   Once the lead is qualified and ready, we facilitate the signing of the retainer. Whether through e-signature or mailed documents, we ensure a smooth transition from intake to client retention.

Maximize Lead Conversion

By having a dedicated intake team that works 24/7, we ensure that no lead slips through the cracks. Every potential client is nurtured, qualified, and followed through to signed retainer, maximizing your firm’s client acquisition efforts.

Improve Operational Efficiency

Our intake services streamline your workflow, reducing the burden on your in-house team. With custom workflows, lead screening, and follow-up handled by our specialists, your team can focus on higher-value tasks and case management.

Full Transparency with Real-Time Reporting

You’ll always know how your leads are performing. With real-time data and reporting dashboards, you can track metrics such as lead volume, conversion rates, and retainer signings, giving you full visibility into your intake process.

Customizable to Your Firm’s Needs

We know that no two firms are the same. Our intake process is fully customizable, from screening criteria to communication preferences, ensuring it fits seamlessly with your firm’s workflow and practice areas.

We offer intake solutions across a range of legal practice areas, including: 

• Mass Tort
• Personal Injury
• Class Action
• Environmental Disasters
• Abuse Cases
• And more