Legal Intake Services

Screen potential clients to identify the right cases and opportunities.

Legal Intake Services For Law Firms and Legal Marketing Agencies

Save Time With a Detailed and Empathetic Client Experience
Digital Questionnaire Services

Reduce drop-off rates with follow-ups.

Mobile Client Portal
24/7/365 legal intake services

Answer all incoming calls and web leads ‘round-the-clock.

Large-scale advertising and marketing campaigns

Maximize marketing spend and increase ROI by capturing every lead.

Outbound calling

Follow up with every lead to generate more new business.

Checklists & Appointments
Web forms and online leads

Increase conversions with a response in 2 to 5 minutes.

IntakeServices-OfflineTortResponse
Offline media tort response

Convert high-volume media tort leads with our expert-level support.

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Reporting & analytics

Grow law firm and business revenue with smart data.

CRM/CMS integration

Have important client information at your fingertips, always.

Let Us Answer Your Calls 24/7

800-788-3934

Call services in 1 minute

Experts In Empathy, Legal Language & Call Control

Follow up with questionnaire respondents

Decrease Drop Off Rates

Is your legal team spending valuable time following up with potential clients to complete intake questionnaires? Reduce unnecessary administrative work and save your team time by outsourcing questionnaire information capture. With Digital Questionnaire Services, our specialists follow up with respondents to reduce drop-off rates, increase appointment bookings and streamline the intake process. We will make outbound calls during customized intervals and can respond to inbound calls with 24-hour availability. Our intake specialists follow your script via text, chat, call and email, uploading responses to your database.
24/7/365 legal intake service

Capture Every Lead

Potential clients don’t just need legal assistance between the hours of 9 to 5, Monday through Friday. Acting as an extension of your law firm and legal services, our highly trained and empathetic intake specialists from our live answering service team are there to pick up the phone for a prospective client when you can’t-no matter when the call comes in. Every missed call is a potential client and a missed business opportunity. Not only do your clients and potential clients benefit from 24/7/365 legal intake service, but your law offices also capture more leads and boost revenue simply by picking up the phone and answering legal calls. If you don’t answer in 3 rings, they’ve already moved on to a competitor.

Large-scale advertising and marketing campaigns

Boost Marketing ROI

A large-scale legal advertising and marketing campaign is a significant investment that drives an influx of leads to a law firm. If these leads aren’t responded to quickly-and captured, qualified and converted properly-then you’ve wasted serious money, period. Our legal intake professionals help you make the most of your marketing dollars by expertly handling that influx of calls and web leads no matter when they come in. We ask the right questions and take the right steps to convert client calls into paying clients, drastically improving a law firm’s marketing return on investment.  Let our professional legal intake specialists support your client intake process and business needs.

Outbound calling

Increase Your Revenue

While we’d love it if every lead converted on the first call, that’s just not the case. Oftentimes, it takes a series of client calls and consults for a lead to become a new client. That’s where outbound calling comes in. Making outbound calls to follow-up with potential clients requires a special skill set, like that of a salesperson. It’s essential for generating more business for a law firm and its legal practice. Alert legal intake specialists are trained to make outbound calls on your firm’s behalf, responding to appointment scheduling and online leads, nurturing qualified leads that haven’t signed yet and even resurrecting “dead” lead lists.

Web forms and online leads

Stop Client Shopping

Leads & requests that come in via web form, chat or email should be responded to within 2 to 5 minutes, otherwise, that person’s already called the next law firm listed in Google search. Provide prospective clients the urgent legal help and support they need-and bring in more new business with our legal intake specialists. By having a dedicated virtual legal intake specialist you’ll be the first to respond to email, chat or web inquiry, and you’re more likely to convert that lead into a paying client. Our legal intake service specialists represent your firm and legal practice, placing an outbound call to skillfully qualify that lead by navigating them through the intake process.

CRM/CMS integration

Track Important Data

Entering intake form and data into your CRM/case management system is a tedious task, but an important one. Rather than spending your time on this administrative step, leave it to our customer service and professional legal intake service specialists. After completing a call, our intake specialists send files with data directly to your software, so the most accurate information is always at your fingertips. Create efficiency with scheduled files that contain multiple new clients’ information, populating more than one record at a time. The new client data goes right into your system, making it a hands-off and trouble-free experience on your end. Let our legal intake service center help your firm scale.

Reporting & analytics

Know Your Numbers

The intake process generates high volumes of data on both prospective clients and existing clients. By tracking the right metrics, it’s possible to monitor revenue sources, identify opportunities for business and law firm growth, key in on intake errors and make sound financial forecasts. Alert legal intake specialists input and report on the number of calls received, web/chat response times, outbound calls placed, calls by marketing source, the duration of each phone call, call outcomes and lead intake notes-all so that you can improve where needed, analyze the performance of marketing campaigns and capitalize on every opportunity to grow revenue.

Offline media tort response

Handle High-Volume Calls

Media torts can bring in a substantial amount of business for a law firm, if handled correctly. Law offices and firms that don’t have proper intake processes or a virtual receptionist in place not only lose a high number of respondent phone calls, they also lose a significant amount of money. Media torts require a large monetary investment, so make sure your client service has systems in place that improve your ROI. Our intake specialists respond 24/7/365, or for overflow or after-hours calls, and expertly capture, qualify and convert that influx of leads. Our legal intake professionals is highly trained on every media tort campaign they’re assigned to handle.

Frequently Asked Questions

Legal intake solutions refer to software or systems that help law firms streamline and manage gathering information from potential clients. These solutions typically include online forms, call center support, and document management tools.

Legal intake solutions can benefit law firms in several ways. Firstly, they can help improve efficiency by automating the intake process reducing the need for manual data entry and paperwork. This allows law firms to handle more potential clients and cases. Legal intake solutions can also improve client satisfaction by providing a seamless and professional intake experience. They can also help law firms track and analyze data, allowing them to make more informed decisions and improve their overall business operations.

When looking for legal intake software, there are several key features to consider:

  • It should have customizable intake forms that can be tailored to the specific needs of your law firm. This allows you to gather the necessary information from potential clients in a structured and organized manner.
  • The software should have robust document management capabilities, allowing you to store and access client information securely.
  • Integration with other software systems, such as case management or CRM tools, is important for seamless data transfer and workflow automation.
  • Look for software that offers analytics and reporting features, allowing you to track and measure the success of your intake process.

Legal intake solutions can significantly improve client communication by providing multiple channels for potential clients to reach out and submit their information. Whether through online forms, phone calls, or live chat support, these solutions ensure that clients can easily and conveniently provide their details. Additionally, legal intake software can automate follow-up communication, sending confirmation emails or text messages to clients to keep them informed about the status of their cases. This helps to build trust and transparency, enhancing the overall client experience.

Yes, legal intake solutions are designed with security and compliance in mind. Reputable software providers ensure that their solutions adhere to industry standards and regulations, such as HIPAA, for protecting sensitive client information. They employ encryption and other security measures to safeguard data and prevent unauthorized access. Additionally, legal intake software often includes features like audit trails and user permissions, allowing law firms to track and control access to client information. Choosing a trusted and reputable provider is important to ensure that your legal intake solution meets all necessary security and compliance requirements.

Our Services

Alert provides a broad range of law firm engagement services that can be customized to meet your law firm’s needs.

We are an extension of your law firm and are a key asset in helping you capture every potential new client.
Legal answering services

We’ll gather and distribute information and make it easier to run your firm from wherever and whenever.

Legal intake services

Our highly trained, industry-specialized legal agents provide bilingual support. We’ll help you identify and prioritize potential opportunities so you can make the best decisions for your firm.

Legal contract and retainer services

We’ll help draft and review contracts and ensure legal compliance with your cases. Our secure document management solutions protect sensitive information and the facts of your case.

Live chat and text services

We offer 24/7 live chat and text availability. This facilitates immediate client engagement, improving client satisfaction and critical information processing.

Mass tort services

Our dedicated team has extensive experience with mass tort and class action campaigns. We can help you plan, strategize, and deploy solutions that will help you reach every claimant promptly.

Legal virtual assistants

Our legal virtual assistants maintain the highest standards of professionalism and undergo continuous training and development.

Post-retainer work

Managing ongoing client relationships is crucial for every law firm. Our efficient handling of retainer agreements and regular follow-ups and updates streamlines the process of keeping everyone in the loop.

Outbound Client Acquisition

We provide a broad range of digital marketing solutions that enhance your firm's visibility. From SEO to targeted ad campaigns, we'll ensure your website and digital footprint support your law firm's growth.

AI-powered booking and solutions

Technology is advancing at a rate never before witnessed. As advanced AI technologies become more prevalent, we help you harness the power of AI via automated booking systems and smart solutions to enhance efficiency and effectiveness.

Legal answering services

We’ll gather and distribute information and make it easier to run your firm from wherever and whenever.

Legal intake services

Our highly trained, industry-specialized legal agents provide bilingual support. We’ll help you identify and prioritize potential opportunities so you can make the best decisions for your firm.

Legal contract and retainer services

We’ll help draft and review contracts and ensure legal compliance with your cases. Our secure document management solutions protect sensitive information and the facts of your case.

Live chat and text services

We offer 24/7 live chat and text availability. This facilitates immediate client engagement, improving client satisfaction and critical information processing.

Mass tort services

Our dedicated team has extensive experience with mass tort and class action campaigns. We can help you plan, strategize, and deploy solutions that will help you reach every claimant promptly.

Legal virtual assistants

Our legal virtual assistants maintain the highest standards of professionalism and undergo continuous training and development.

Post-retainer work

Managing ongoing client relationships is crucial for every law firm. Our efficient handling of retainer agreements and regular follow-ups and updates streamlines the process of keeping everyone in the loop.

Outbound Client Acquisition

We provide a broad range of digital marketing solutions that enhance your firm's visibility. From SEO to targeted ad campaigns, we'll ensure your website and digital footprint support your law firm's growth.

AI-powered booking and solutions

Technology is advancing at a rate never before witnessed. As advanced AI technologies become more prevalent, we help you harness the power of AI via automated booking systems and smart solutions to enhance efficiency and effectiveness.

Why Choose Alert?

stay wise, stay alert
Our Reviews

see what our clients are saying

Our law firm has been with Alert for a while now, and they have been amazing. If there are any issues or questions that arise, our Account Rep - Arturo…

Elise C., 2024

We've been with Alert for many years. Marketing for Legal leads is too expensive. You need the best team to help convert the leads into new business. In the end,…

Ron Joyal, 2024

Great company with great employees. I have full confidence in their ability to answer our inbound calls. Their ability to keep the PC engaged and providing information is great. Definitely…

Sandra V., 2024

Alert the beacon of exceptional service. From setup to calls, their excellence shines. Quick responses, flawless execution. Diamond and the team, thank you for your invaluable assistance.

Frank N., 2023

Alert has been providing intake and answering services for our firm for some time now. John Daley and Daniel Guzman are always available to make changes to our account or…

Roxanne Z., 2023