Solutions/New client intake
New client intake

Convert more prospects into clients.

Qualify, capture, and convert. Our intake specialists move every prospective client from first contact to consultation.

Legal intake specialist speaking with a prospective client on the phone
Overview

Most firms lose more revenue at the intake stage than anywhere else. We treat intake like a discipline, following a structured script per practice area, logging every lead in your CRM, and following up until the prospect either books or opts out.

What's included

Everything this solution covers.

Lead qualification
CRM entry
Client intake forms
Follow-up calls
Pipeline organization
Intake reporting
Appointment setting
Intake coordination
How it works

A simple, professional handoff.

1

Practice-area scripts.

We build qualification questions per practice area so leads are triaged and disqualified consistently, based on rules you set.

2

Capture in your CRM.

Every lead is logged in your CRM in real time with full intake notes, so nothing sits in a notebook or lost inbox.

3

Follow-up and booking.

We run scheduled follow-up sequences and book qualified prospects directly onto the right attorney's calendar.

Outcomes

What your firm gets out of it.

Reception, intake, and admin done right, so your team can focus on the work only lawyers can do.

  • Higher lead-to-consultation conversion without hiring an intake coordinator.
  • Consistent qualification so attorneys only see matters that fit the firm.
  • Better visibility into where marketing dollars are actually working.
  • A repeatable process that scales with case volume.

Ready to hand off the front desk?

Start a free trial and see how it fits your firm before you commit.