Client Intake and Screening
We complete the initial intake and screen each inquiry using your approved criteria.
Services
Legal intake support built around your firm
Flexible intake support, lead delivery, and reporting for growing law firms.
Human-centered by design
The first voice they hear is a person
No bots, just a person, real live agents. ALWAYS.
A person handles the conversation
- Listening for distress, hesitation, and confusion
- Knowing when to slow down before the next question
- Hearing what someone means, not just what they said
- Treating a caller like a person, not a form to complete
Software handles everything behind it
- Lead delivery the moment an inquiry qualifies
- Completed intake summaries, written up automatically
- Outcomes and reporting in the partner portal
- API integration straight into your system
We automate the paperwork. Never the conversation.
Customized Scripts
Use your existing script, or create a consistent workflow organized by case type.
Flexible Coverage
Choose overflow, after-hours, or defined business-hour coverage.
Qualified Lead Delivery
Receive qualified leads by email with a completed intake summary.
System Integration
Where supported, leads can be created directly in your system through API integration.
Partner Portal
Review intake activity, outcomes, delivery times, recordings, and summaries in one place.
Customization
Built around your firm, not a generic script
Choose the details that matter to your firm.
Your firm can define
- Intake questions
- Accepted case types
- Qualification criteria
- Disqualification criteria
- Escalation rules
Your workflow can also include
- Coverage hours
- Tone and communication style
- Required documentation
- Email delivery preferences
- API or system-integration requirements
Partner portal
One place to review every intake
Your portal can include:
- Number of calls handled
- Qualified and unqualified inquiries
- Common disqualification reasons
- Call outcomes and lead delivery times
- Call recordings, where legally permitted and properly disclosed
- Completed intake summaries
Partner Dashboard
Calls Handled
0
Qualified
0
Top Disqualification
Jurisdiction
Lead Delivery
0 min
Average
Intake volume
Last 12 weeks
Illustrative dashboard only. Figures shown are sample data, not performance claims.
Frequently asked questions
Common questions
Your firm does. We apply the criteria approved by your team — we do not set the standards ourselves.
By email with a completed intake summary or, where available, through an API integration into your existing system.
Yes. We can follow your existing script exactly, or help organize it into a consistent workflow by case type.
Yes. Each case type can have its own intake questions and its own qualification standards.
The outcome and the disqualification reason can be recorded and reviewed in the partner portal.
No. Your firm retains all final decision-making authority on every matter.
Start a conversation
Spend less time screening and more time building your firm
Tell us how your firm currently handles new inquiries and where your team is losing the most time.