Legal intake specialist
First-call response, qualification, and same-day logging for law firms.
Pick your practice type. We document the workflow and match it to an experienced assistant.
Personal injury, family, and immigration firms lose signed cases in the gap between the first call and the first consult. We close that gap.
Recommended roles
Leads call after hours and hire the firm that answers first.
An experienced intake specialist covers your hours end to end. Every call is answered, qualified, and logged in your case management system the same day.
Paralegals spend billable hours on scheduling and document chasing.
Your VA takes over calendaring, court date reminders, medical record requests, and document collection so licensed staff stay on legal work.
Follow-up on unsigned retainers is inconsistent.
A documented follow-up cadence of call, SMS, and email runs daily until the prospect signs or opts out, with status visible in your CRM.
Client updates slip, and complaints follow.
Scheduled case-status touchpoints and a shared update log keep clients informed without partners chasing them.
Confidentiality risk when outsourcing.
NDA-bound assistants, least-privilege system access, and written SOPs reviewed with your firm before day one.
We map the work, systems, and coverage you need.
We shortlist experienced candidates. Timing depends on the role.
We document your processes and set the right level of access.
A success manager keeps quality, communication, and fit on track.
Every hero arrives experienced in the workflows of a specific role.
First-call response, qualification, and same-day logging for law firms.
Document collection, record requests, court date tracking, and case file hygiene.
Claim and invoice follow-up, denials, balances, and weekly AR reporting.
Inbox, calendar, reporting packs, and the follow-through nobody has time for.
Scheduling, pre-registration, reminders, and waitlist management for medical and dental practices.