Client Intake Services for Law Firms

Support for Attorneys

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Client Intake Support for Law Firms

Dedicated & Team-Based Options for Firms

Convert more prospects into paying clients with fast, professional intake support designed specifically for law firms. Whether you need a single dedicated specialist (with back-up) or access to a flexible team of trained professionals, we ensure every lead receives a consistent, high-quality experience from the first interaction through scheduling and CRM entry.

Legal Focused Expertise

All intake specialists are trained specifically in client communication and law firm intake workflows. They focus exclusively on intake functions and do not perform paralegal tasks, ensuring attention stays on client engagement and intake processes.

Two Flexible Service Options

Choose between a dedicated specialist (with back-up for coverage) or a non-dedicated team of intake specialists depending on your firm’s volume, responsiveness expectations, and preferred level of continuity.

Customized & Scalable

Easily adjust service levels as caseloads fluctuate, add support for additional practice areas, or scale up/down without hiring or training in-house staff.

Secure & Compliant

NDAs and strict confidentiality protocols effectively protect your clients’ sensitive legal information.
Reliable Lead Services

What Type of Client Intake Support Do You Need?

Our trained intake specialists provide responsive intake support for law firms of all sizes. Explore the options below to find the right fit or contact us for a custom solution.

What people are saying About Equivity

Equivity client, Deneine.
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I recently had the pleasure of working with Equivity, and my experience was nothing short of exceptional. The executive assistant provided to me was not only friendly and efficient but also extremely knowledgeable in her field. What stood out the most, however, was her ability to pivot and adapt to my changing needs seamlessly, ensuring that my business operations ran smoothly. The level of organization and effectiveness demonstrated by Equivity truly delivered beyond my expectations. Should I ever require the services of an Executive Assistant in the future, Equivity will undoubtedly be my first call. Their dedication to quality service and client satisfaction is commendable and highly recommended.

Deneine Christa Powell
Non-profit consultant
Equivity client, Anna.
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Equivity’s customer service is excellent. I am please with the efficiency and helpfulness of their team members. I would recommend using them to other vendors.

Anna Lisa Perez
Nabors Property Holdings
Equivity employee, Miriam.
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We’ve been using Equivity’s services since 2020, and they have been a game-changer for our operations. Equivity’s team is super knowledgeable and they customize their services to meet your specific needs and workflow, which is pretty impressive. They’re always asking for our feedback and have been quick to adapt based on our needs, and we know we can trust them to be a great partner.

Miriam Ramirez
Office Manager
First Choice Business Brokers
Gabriel Katzner
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I’ve worked with the team at Equivity for several years now and I think the world of them. True professionals in every sense. They’ve met all my needs consistently and I see us continuing to work together for a long time to come. You won’t go wrong working with them and their team members.

Gabriel Katzner
Attorney
Katzner Law Group, P.C.
Billie Bourgeois
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Equivity has been amazing. I wish I would have found this company and my Marketing Assistant years ago. I am so grateful for Erin, my Virtual Marketing Assistant’s, expertise and knowledge. She has my business running so smoothly. Thank you Erin!

Billie Bourgeois
Realtor
Homes by Billie B
marlo turner
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When I came to Equivity, I needed an assistant with specialized skills—someone who could manage administrative projects and also master our complex inventory management system in a short period of time. Equivity matched me with a virtual assistant who has exceeded my expectations.

Marlo Turner
President
Gateway Specialty Imports
Cliff Hodges
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I used Equivity because, as a small business, I don’t have the resources to employ a full-time marketing department, but needed significant help with online marketing and advertising (pay-per-click, social media, etc). I was extremely satisfied with how much my virtual assistant from Equivity was able to accomplish in just 5 to 10 hours a week. Our Google ads and Facebook ads have improved dramatically since working with Equivity‘s team and our placement costs have actually gone down. Can’t say enough good things! Will definitely use them again.

Cliff Hodges
Founder/CEO
Adventure Out School
Shannon Skipper
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Wendi has been a joy to work with! I truly am happy I have signed up for Equivity services…best decision I have made for my small business.

Shannon Skipper-Green
Owner
Speak Beautiful
Thomas Davenport
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Equivity has been a great partner for my small business in helping with marketing support. I’d recommend them to any small business considering adding virtual assistants to their team.

Thomas Davenport
President
Blue Marsh Insurance, Inc.
Alex Leybovich
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I’ve been using this service for months, and it’s helped me tremendously in growing and scaling my startup. Highly recommend!

Alex Leybovich
CEO
Anticipated Digital