24/7 Client Intake for the Legal Industry
Personal injury, mass tort, and consumer law firms rely on our US-based intake specialists to answer every call live, screen against your criteria, and get the retainer signed.
Our legal intake call center is built for firms that spend real money on client acquisition and cannot afford to lose a qualified claimant to voicemail. We answer 24/7, apply your exact qualification criteria, deliver and follow up on retainers, and write every intake directly into Litify, Filevine, Clio, or your case management system.
- 24/7 Live Legal Intake
- Case Screening & Qualification
- Retainer Delivery & E-Sign Follow-Up
- Legal CRM Integration
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What Sets Us Apart
Our legal intake call center is built for firms that spend real money on client acquisition and cannot afford to lose a qualified claimant to voicemail. We answer 24/7, apply your exact qualification criteria, deliver and follow up on retainers, and write every intake directly into Litify, Filevine, Clio, or your case management system.
Key Capabilities
Explore the comprehensive features that power our legal intake call center solutions.
24/7 Live Legal Intake
Accident calls come in at 2am, on Saturdays, and over holiday weekends. Live US intake specialists answer every one, capture the facts while they are fresh, and get the signed case moving before the caller reaches the next firm's ad.
Case Screening & Qualification
Agents run your exact qualification criteria — jurisdiction, statute of limitations, injury type, treatment status, liability, prior representation — so your attorneys only see cases that actually fit your practice.
Retainer Delivery & E-Sign Follow-Up
Qualified callers receive the retainer immediately by text or email, and agents follow up on unsigned agreements until the document is executed, converting more of the leads your marketing already paid for.
Legal CRM Integration
Intakes are written directly into Litify, Filevine, Clio, MyCase, Smart Advocate, or Salesforce as the call happens, so your case managers work from a complete record with no re-keying and no lost detail.
Mass Tort & Class Action Campaigns
High-volume campaign intake with tort-specific screening questionnaires, product and exposure verification, and structured data capture built for the reporting your co-counsel and lead vendors require.
Bilingual Spanish Intake
Native Spanish-speaking intake specialists handle the entire call — screening, retainer, and follow-up — instead of transferring to a translation line and losing the claimant mid-conversation.
The firm that answers first signs the case.
Contact Center USA runs a 100% US-based legal intake call center for personal injury, mass tort, workers' compensation, and consumer law firms — answering live 24/7, screening against your criteria, and getting the retainer signed.
Legal marketing is among the most expensive customer acquisition in the country. Losing a qualified claimant because nobody answered at 11pm on a Saturday is the most expensive mistake a firm can make, and it is entirely preventable.
What is legal intake outsourcing?
Legal intake outsourcing means a law firm hands the first conversation with potential new clients to an outside team of trained intake specialists. They answer the firm's intake line under the firm's name, collect the facts of a potential matter, screen it against the criteria the firm's attorneys set, and pass qualified matters to the firm with a complete record. The firm keeps every legal decision: whether to take the case, whether a conflict exists, and what the client should do next.
Intake specialists do three jobs. They screen against your case criteria, such as practice area, jurisdiction, incident date, injury and treatment status, liability facts, and prior representation, using the questions your attorneys wrote. They hand off the conflict check: every party name is captured and run against the conflicts database your firm maintains, and an apparent match stops the booking and goes to your team, because deciding whether a match is a genuine conflict is a legal judgment. And they schedule the next step, booking the consultation into your calendar and, where your firm authorizes it, sending the retainer for e-signature and following up until it is signed.
Firms usually outsource intake when calls arrive outside office hours, when an advertising or mass tort campaign brings in more calls than staff can screen, when screening varies from one staff member to the next, or when Spanish-speaking callers are lost to transfers. Some outsource only nights and weekends; others send every new-matter call to the intake team and keep their own staff on existing clients. Either way, the intake team stays on the right side of the unauthorized-practice line: it gathers facts and never tells a caller whether they have a case.
- Screening against your case criteria, using your attorneys' questions
- Every party name captured for your conflict check
- Apparent conflicts routed to your team before anything is booked
- Consultations booked and retainers sent for e-signature when you authorize it
- Full intake records written into your case management system
In-House Intake vs. an Outsourced Legal Intake Company
Nearly every firm starts with in-house intake and hits the same three walls: after-hours coverage, campaign spikes, and inconsistent screening between staff members. Here is how the models compare.
From First Ring to Signed Retainer
Legal intake lives or dies on speed and consistency. Every engagement is configured around your screening criteria and your case management system before a single call is answered.
Criteria Documentation
We document your practice areas, jurisdictions, qualification thresholds, and hard disqualifiers into an intake script.
CRM Provisioning
Agents provisioned in Litify, Filevine, Clio, Smart Advocate, or your platform, with confidentiality agreements executed.
Specialist Training
Intake specialists trained on your script, your tone, and the sensitivity these calls require, with certification before going live.
Live Intake & Retainer
Calls answered live 24/7, screened, and qualified claimants sent a retainer by text or email before hanging up.
Follow-Up & Reporting
Unsigned retainers worked to conclusion, with reporting by lead source so you can see which campaigns actually sign.
Practice Areas We Screen For
Screening questions differ sharply by practice area. Our intake pods are trained per practice type rather than reading one generic script.
Personal Injury & Auto
Motor vehicle, premises liability, and catastrophic injury screening with treatment and liability capture.
Mass Tort & Class Action
Campaign-specific questionnaires, product and exposure verification, and structured data for co-counsel reporting.
Workers' Compensation
Injury date, employer, reporting status, and treatment screening built around state-specific requirements.
Consumer & Employment Law
Wage and hour, debt collection abuse, lemon law, and employment claim intake with document collection.
Why Firms Outsource Legal Intake to a US-Based Team
An injured caller is frightened, often in pain, and deciding in the first thirty seconds whether your firm sounds like it can help. Offshore intake teams reading a generic script lose those callers, and the cost per signed case climbs across every campaign you run.
Contact Center USA staffs domestic intake specialists trained on your criteria and your practice areas, working inside your case management system, under confidentiality agreements. You get consistent screening, live 24/7 answering, and retainer follow-up that turns more of your existing marketing spend into signed cases.
- 100% US-based intake specialists — no offshore routing
- Your screening criteria applied identically on every call
- Live entry into Litify, Filevine, Clio, and Smart Advocate
- Retainer delivery by text or email before the call ends
- Bilingual English/Spanish screening included
Stop losing signed cases to voicemail.
Tell us your practice areas, monthly lead volume, and case management system. We will put together an intake coverage and pricing plan built around your screening criteria.
Frequently Asked Questions
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