TURNING CALLERS INTO CLIENTS
Custom Legal Intake
Our U.S.-based call answering and intake representatives are trained to capture, qualify, and convert potential clients into paying cases - so you can focus on providing exceptional legal representation. With customized intake forms, seamless CRM integration, and around-the-clock service, we empower your firm to never miss another opportunity.
INTAKE BY GOALS
Sample Intake Processes for Law Firms
We partner with law firms to design and implement customized intake processes that align perfectly with their unique goals. Our team of legal-focused representatives work closely with you to understand your specific needs, ensuring a rapid and effective onboarding experience. We leverage data-driven insights to continuously refine your intake strategy, maximizing efficiency and minimizing the time it takes to achieve your desired outcomes.
BASIC
CALL INTAKE
APPOINTMENT SCHEDULING
SIGNING A
RETAINER
CALLER
POTENTIAL CLIENT
POTENTIAL CLIENT
TAKE MESSAGE
GET AN OVERVIEW OF POTENTIAL CASE DETAILS
INTAKE QUESTIONNAIRE
make sure to answer all questions; if client does not have time, add 'Call Back' to CRM status
SEND EMAIL SUMMARY
DETERMINE QUALIFICATION
with added empathy reminders, how to word certain questions, what not to say, etc.
DETERMINE QUALIFICATION
make sure there are no conflicts with scheduling or existing clients
SCHEDULE CONSULTATION
with
integration
SIGN RETAINER
with
TESTIMONIAL
420% Boost in Client Acquisitions
When one law firm partnered with us, they were consistently signing 15–20 retainers each month—respectable, but nowhere near their true potential. In just a few months, we transformed their intake process, optimized lead qualification, and ensured no opportunity slipped through the cracks.
The results?
They closed an astounding 78 retainers in a single month—a 420% increase in client acquisitions! This isn't just growth; it's a game-changer. Now imagine your firm experiencing this level of transformation—with our team handling the heavy lifting for you around the clock.
It's a Legal Business
sales
The LawyerLine team undergoes comprehensive training in legal intake and sales strategies during onboarding to align seamlessly with your law firm's goals. With this tailored approach and regular monthly check-ins for each representative, you can achieve transformative growth and significantly increase your retainers.
Understand Their
Goals
Use Empathy &
Build Rapport
Understand How To
Handle Objectons
Know How To
Close The Deal
Confirm Their
Committment