Turn Every Call Into a Client

Legal Intake Services  That Convert Calls Into Clients

Let your law firm focus on practicing law — we’ll handle every call, lead, and intake.

Talk to our team
Improve client retention by 20%
Increase client conversions by 25%
Grow new client acquisition by 20%
Cost savings up
to 70%
Legal Intaker Services
Core Services

What Do Legal Intake Specialists Do for Law Firms

Our virtual legal intake specialists are the first point of contact for potential clients, expertly screening cases, gathering essential information, and ensuring qualified leads are routed to attorneys. They manage the critical initial phase that determines case viability and client fit.

Initial Client Screening & Consultation

Case Evaluation & Documentation

Client Communication & Follow-up

CRM & Database Management

Legal Document Collection & Organization

Initial Client Screening & Consultation

Professional Legal Intake Service Built Specifically for Law Firms

Human lead qualification

Real people, not bots, conducting thorough case assessments

Live intake conversations

All critical case details captured through actual conversations

Personal attorney handoff

Qualified leads seamlessly transferred to your legal team

The result: Higher conversion rates, more consultations, and zero missed opportunities.

Why Our Legal Intake Services Outperform Generic Answering Services

Intake Training
Specialized Legal Intake Training
  • Legal terminology and case qualification criteria
  • Confidentiality protocols and compliance requirements
  • Escalation procedures for urgent legal matters
Law Firm Phone Answering Service
Complete Law Firm Phone Answering Service
  • Bilingual - English and Spanish intake specialists
  • Custom legal intake scripts tailored to your practice area
  • Intelligent call handling for every lead

Is your virtual staff HIPAA compliant?

Our Virtual Staff are HIPAA Compliant.

Works With Your Existing Systems

Filevine
clio
Practicepartner
Smokeball
mycase
Leap
rocket matter
netdocuments
Lawpay

Specialized Legal Intake Solutions for Every Practice Area

Our remote legal intake specialists are trained to handle the unique requirements of all legal practice areas, including:

Personal Injury & Medical Malpractice
  • Accident details
  • medical record
  • insurance information
Family Law & Divorce
  • Sensitive custody
  • support
  • domestic relations matters
Criminal Defense
  • Urgent intake protocols with strict confidentiality requirements
Immigration Law
  • Visa applications, deadlines
  • complex documentation needs
Employment & Labor Law
  • Workplace incidents
  • discrimination claims
  • timeline documentation
Real Estate Law
  • Property transactions
  • title issue
  • closing coordination
Business & Corporate Law
  • Contract disputes
  • formation matters
  • compliance issues
Estate Planning & Probate
  • Will preparation
  • trust administration
  • inheritance matters
Bankruptcy Law
  • Financial assessments
  • asset documentation
  • filing requirements
Intellectual Property
  • Patent
  • trademark
  • copyright protection matters
Additional Practice Areas
  • Our legal intake specialists adapt to your firm's specific needs, whether you handle tax law, environmental law, civil litigation, or any other legal specialty.

Why Choose Our Legal Intake Specialists?

We know intake is the first and most critical step in winning cases. Our trained virtual specialists handle calls, qualify leads, and protect client relationships—so your attorneys can focus on practicing law.

U.S. Legal Intake Expertise
Cost-Effective &
Quality-Driven
Real-Time U.S. Coverage
Ethics & Compliance First
Seamless CRM Integration
How It Works

Get Started in 3 Simple Steps

Step 1
Book Your Discovery Call

Discuss your firm's intake needs and explore our virtual legal intake solutions.

Schedule
Step 2
Meet Your Dedicated Team

Choose from our network of certified virtual legal intake specialists who align with your practice area and firm culture.

Talent Pool
Step 3
Launch Your Intake Program

We'll handle complete onboarding and provide ongoing support to keep your intake process running smoothly and converting prospects into clients.

Start Working

What U.S. Law Firms Say About Our Legal Intakers

"They are very good at what they do. I would give them the job and let them run with it. They can take care of A-Z for you. They have solution toevery issue. Most innovative."

Frank Ariel
Frank Ariel
Ariel Law Group

"Running a law firm is complex, and Legal Intaker has been invaluable in keeping the business side running smoothly so we can focus on practicing law. They’re a true asset to our practice."

Mona Deldar
Mona Delder
Deldar Legal

"There is so much that goes into running a law firm. It’s been invaluable to have Hamid and his team ensure that the structure and business side of the practice is operating smoothly so we focus on the practice of law."

Michael Cholodenko
Michael Cholodenko
Cholodenko Law

Frequently Asked Questions

What does a legal intake specialist do at a law firm?

Are your legal intake services provided remotely?

Can your intake specialists speak both English and Spanish?

Will your services work with our current CRM or case management software?

Do you require long-term contracts?