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Trusted by Leading Law Firms – Your Virtual Intake Partner
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How it Works
Enhance Client Retention with a Dedicated Legal Intake Specialist
A well-organized virtual legal intake team plays a vital role
in your firm's success. Our specialists are well-versed in
managing client intake and ensuring smooth client
communication from initial contact to onboarding. By
providing top-tier legal assistance, we help your firm stand
out.
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Our virtual assistants
What Our Legal Intake Specialist Offer
Comprehensive Client Intake Management
Our specialists are responsible for every step of the intake process, ensuring that all clients receive efficient and personalized service. Whether handling initial contact or following up on leads, our legal intake team is trained to enhance your firm’s overall performance.
- Handle inbound and outbound phone calls
- Qualify and sign new clients
- Manage website inquiries and ensure prompt client interaction
Document and Retainer Management
Our team includes professionals fluent in both English and Spanish, providing clear communication and support for a wide range of clients.
Lead Nurturing and Campaign Management
To maintain top service quality, all staff activities are tracked with screenshot captures, keystroke logging, and detailed activity reports.
Schedule a Demo with us
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Book a call now
Virtual Legal Intake Specialists –
Smooth Client Onboarding
Hire a virtual legal intake specialist to handle client communication and onboarding,
helping your firm run efficiently while freeing up your attorneys for more critical tasks.
Get Started with Virtual Intake Specialist