Modern open-plan legal intake office workstation with monitors and headsets

    Qualified, signed, and file-complete

    Our intake team turns inquiries into signed clients against criteria your attorneys set.

    How intake works

    Every inquiry is contacted right away, screened against the campaign's written criteria, and — if it qualifies — moved to retainer signing in the same conversation where possible. Inquiries that don't qualify are screened out and never delivered.

    Intake specialist with headset qualifying inquiry notes at professional legal desk

    Responsiveness

    Real-time SMS follow-up conversation and intake chat shown on mobile device

    Instant first response

    AI follow-up reaches every inquiry within moments, day or night.

    Human follow-through

    Our intake team handles qualification and walks qualified clients through the firm's retainer.

    Recovery of stalled inquiries

    Scheduled SMS follow-up brings back people who drop off before finishing.

    What's in every delivered file

    • 01The ad the client came from
    • 02The consent record
    • 03The intake recording or transcript
    • 04The completed intake questionnaire
    • 05The signed retainer and medical authorization forms

    Built to support your compliance obligations

    You are responsible for the vendors you work with, so we keep intake held to the same standard your own staff would be. Every step is documented and every file can be audited.

    Talk to our team

    Tell us your case types and jurisdictions and we'll walk you through the model.