Never Miss a Potential Client Enquiry
Structured intake and consultation booking, with a hard line at anything resembling legal advice.
What we usually hear
Potential clients call once. If they reach voicemail they call the next firm, and a case you would have taken never reaches you. Meanwhile fee earners are interrupted by enquiries that were never a fit.
Where a crew fits
A dedicated crew answers every enquiry, runs your intake questionnaire consistently, and books consultations for the matters that fit your practice.
What agents handle in legal intake
Scope is agreed in writing during onboarding. These are the tasks that come up most often.
Potential client intake
Capturing enquiry details using your structured questionnaire.
Screening
Applying your case-type and jurisdiction criteria before fee-earner time is spent.
Consultation booking
Appointments booked into the right diary with the intake notes attached.
Conflict-check information
Gathering the details your team needs to run a conflict check.
After-hours answering
Coverage for enquiries arriving outside office hours.
Follow-up
Chasing enquiries that did not book on first contact.
Where agents sit in the process
Your version of this is agreed during onboarding. This is the shape it usually takes.
- Enquiry arrives By phone, form or chat, at any hour.
- Agent runs the intake script Your questionnaire, asked consistently every time.
- Screens for fit Case type, jurisdiction and your acceptance criteria.
- Books or declines politely Consultation booked, or a courteous close using your approved wording.
- Passes to your team Intake notes and conflict-check details delivered to the right person.
Services that fit this industry
Inbound Customer Support
Dedicated agents answer your incoming calls, resolve routine questions and document every conversation in your systems.
From $4.99/hrAppointment Setting
Dedicated setters contact your leads, qualify them and book appointments straight into your calendar.
From $5.99/hrAfter-Hours Support
Evening, overnight and weekend coverage across calls, chat and tickets.
From $4.99/hrLead Qualification
Agents screen every inbound lead against your criteria and route only the ones that fit.
From $5.99/hrWorth reading before you start
How Many Customer Support Agents Does My Business Need?
A step-by-step method for turning your contact volume and handling time into an honest agent count, including why the naive calculation understates it.
8 min readRead →In-House vs Outsourced Customer Support
What each model actually costs, what you give up, and the specific situations where in-house beats outsourcing regardless of price.
9 min readRead →How Much Does Outsourced Customer Support Cost?
The pricing models providers use, what moves the rate, which costs sit outside the hourly rate, and how to compare two quotes that look different on purpose.
9 min readRead →See exactly how this team gets built
Discovery, team design, agent selection, training, launch, QA, reporting and scaling — every stage has its own page.
What agents will not do
Being explicit about the boundary protects you as much as us. These limits are written into the script before a single conversation happens.
- Agents provide administrative intake only. They do not give legal advice, assess the merits of a case or comment on likely outcomes.
- Agents do not create an attorney-client relationship, and the intake script must say so in the wording your firm approves.
- Conflict checks are run by your firm; agents gather the information needed to perform them.
- Confidentiality obligations and any jurisdiction-specific requirements should be addressed in the engagement agreement.
Legal Intake FAQs
Will agents tell a caller whether they have a case?
Never. They capture the details and book a consultation with your firm. The script is explicit about this and includes your approved disclaimer wording.
Can agents handle sensitive case details?
Intake by nature involves sensitive information. Confidentiality is covered in the engagement agreement, and access is limited to what intake requires. Discuss your specific requirements before onboarding.