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.

Modern office with desks, chairs, and potted plants, lit by natural light.

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.

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