Intake
Maximize the value of every lead with a professional, systemized intake experience powered by AI. Our trained Voice Team, logic-based forms, and real-time data capture ensure fast follow-up, consistent outreach, and thorough qualification—reducing lead leakage and boosting conversion rates. Each completed intake is summarized by AI and delivered straight to your inbox, along with a case score to help you prioritize the strongest opportunities. Full performance metrics provide visibility into every step, giving you the data and confidence needed to build a stronger, more profitable case inventory.
A Playbook Strategy that Works
Custom Form Builder
Build logic-based forms tailored to your firm’s specific qualification criteria—ensuring only eligible leads move forward while filtering out non-qualifying submissions in real time.
Voice Team
Our U.S.-based Voice Team responds quickly to new leads, guiding them through the intake process with professionalism, empathy, and a deep understanding of your case criteria—boosting conversion while protecting quality.
E-Signature
Send retainers and authorizations via text or email for fast, secure signing from any device, helping you convert strong leads without delay.
Document Assembly
Automatically populate and package required documents, including retainers, HIPAA forms, and summaries, based on each lead’s responses so you have everything in one place, ready when you need it.
Automated Comms
Keep leads warm and engaged with automated follow-ups, status updates, and appointment reminders so no opportunity slips through the cracks.
Intake