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Intake Specialist Team
Scalable Support for Your Law Firm
Keep your firm responsive and organized with a skilled team of intake specialists available as-needed. Our team-based service provides coverage across high-volume periods or fluctuating workloads, giving you flexibility, rapid response times, and cost savings without the commitment of hiring a dedicated in-house specialist.
Legal Focused Expertise
All intake specialists are legal assistants 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.
Flexible & Scalable
Tap into a pool of trained intake specialists to handle varying call volumes, lead qualification, CRM entry, scheduling, and more, perfect for firms with unpredictable or seasonal demand.
Consistent Quality
Even though specialists rotate, each specialist follows your firm’s scripts and workflows to maintain a professional, high-quality client experience.
Secure & Compliant
Explore Our Areas of Expertise
How Our Intake Team Can Support Your Firm
Intake Services
- Inbound Inquiry Management – Handle calls, emails, chats, and web forms to ensure every inquiry receives a timely and professional response.
- Lead Qualification – Screen potential clients based on custom criteria to ensure only qualified leads move forward.
- CRM & Matter Entry – Enter new client details and create matters directly in your CRM for seamless tracking.
- Conflict Checks – Conduct basic conflict checks during intake to support compliance with ethical requirements.
- Scheduling Consultations – Schedule initial appointments or consultations according to attorney availability.
- Live Transfer & Follow-Up – Inbound inquiries are live-transferred from our answering service/receptionist team directly to the team whenever available (6 AM – 6 PM PST); otherwise, LEAs call back within 60 minutes.
Intake Operations
- Engagement Letters – Draft and send engagement letters for signature to simplify onboarding.
- Document Requests – Send requests for initial documents and client information as part of the intake process.
- Payment Processing – Collect payment for consultations securely and efficiently.
- Seamless Handoff – Ensure smooth transitions to your internal team or CRM without disruption.
- Maintain Professional Credentials – Assist in the application process for any additional certifications or credentials the attorney may wish to pursue.
- Intake Scripts & Templates – Create intake scripts, questionnaires, and form templates to streamline client onboarding.
- CRM & Automation Setup – Build intake scripts within CRMs, document automation tools, or other automation platforms for efficient processing.
- Workflow Design & Implementation – Design and implement intake workflows that align with your practice’s processes.
- System Integration – Connect intake-related functionality within your CRM or other software systems for seamless operations.
- Customized Intake Systems – Configure and implement intake systems, including processes, scripts, and workflows tailored to your practice’s specific needs.
Intake Plans and Pricing
Our Monthly Plan gives you the flexibility to pay for just the hours you need with no rollovers and no long-term commitment.
Need more than 50 hours per month or a customized solution not listed here? Contact us to discuss tailored options and pricing.
Tailored Support That Works for You
Build the Legal Team That Fits Your Practice
Your firm deserves a support team designed to match its specific needs. We provide expert assistance in marketing, administration, call management, data entry, translation, and one-time projects. Whether you need ongoing support or help with a specific task, we’ll develop a personalized solution.
Marketing
Elevate your firm’s visibility with expert content marketing, email campaigns, digital advertising, websites, SEO, social media and more.
Call Management
24/7/365 bilingual, HIPAA compliant call handling, including appointment scheduling, payment processing and translation.
One-Time Projects
From data entry and legal memos to Clio audits and discovery, we deliver fast support with no monthly commitment required.
Administrative Support
Free up your time by outsourcing routine tasks like travel planning, event coordination, bookkeeping and more.
Your Path to Support Starts Here
How To Get Started
Get Started
Select the plan that fits your needs and sign up instantly, or contact us to discuss your options. No long-term contracts—adjust or cancel anytime!
Match & Interview
We’ll pair you with the right assistant and send their detailed bio. Want to meet them first? Schedule a quick interview.
Launch & Succeed
Your assistant will schedule a call with you and your Client Experience Manager to align on goals, communication, and next steps.
Personalized Oversight for Your Firm
Dedicated Client Experience Managers
Our Paralegal Client Experience Managers bring expertise to keep your virtual legal team running seamlessly, from onboarding and daily operations to compliance and support. They serve as your dedicated point of contact, ensuring your team stays aligned with your firm’s goals and standards.
Onboarding & Setup
Your CEM evaluates your firm’s needs and seamlessly integrates support into your workflow.
Conflict Resolution
Your CEM manages conflict checks, maintains account security, and enforces compliance standards.
Team Management
They oversee paralegal assignments, monitor workloads, and keep tasks on track.
Ongoing Optimization
Through regular assessments, they refine processes and recommend strategies to enhance efficiency.
See How Virtual Paralegals Stack Up Against Traditional Options
Not sure which legal support model is right for your firm? See how virtual paralegals, staffing agencies, and in-house hiring compare in cost, flexibility, and efficiency.
Trusted Support That Delivers
Why Law Firms Choose Equivity
Trusted Legal Expertise
Seamless Workflow Integration
Our paralegals use your systems, follow your processes, and communicate the way your firm prefers.
Responsive, Reliable Support
Timely, accurate assistance that adapts to your workload, from urgent filings to daily case demands.
Compliance You Can Trust
Explore Your Options
See all the ways our assistants can support your firm. Check out our task overview chart to find the services that fit your needs.
Ask an Expert
If you’re unsure which services fit your firm best, reach out! We’ll assess your needs and guide you to the right solution.
Discover More
Still have questions? Browse our FAQs for quick answers or explore our blog for insights on streamlining legal support.