How it works
How we plug into your firm.
A clear, four-step path from first conversation to a fully managed intake engine, with no disruption to your clients along the way.
Discovery and intake audit
We listen to your calls, map your funnel, and find exactly where cases are leaking before we change a thing.
Build your team and systems
We staff your roles, configure your tech, and set up Local Services Ads and reviews around your goals.
Train and launch
Your dedicated team is trained on legal intake and your playbook, then goes live as a seamless extension of your firm.
Optimize and scale
We monitor calls and KPIs, coach weekly, and flex coverage up as your campaigns and caseload grow.
The journey from first contact to signed client
A new client is not a single event, it is a journey with several hand-offs, and most firms lose people in the gaps between the stages, not at the stages themselves. We stay accountable at every step, especially the hand-offs.
Lead generated
Your ads, LSAs and SEO present the firm to someone who needs help. We monitor and optimize the sources continuously.
First contact
The prospect calls, or we call a new lead back. We answer fast, qualify to standard, and capture cleanly into your CRM, within minutes.
Live transfer
A qualified, on-fit lead is connected live and warm to an intake advisor while they are still engaged, in the same call, no callback to schedule.
Fit appointment
A structured intake conversation protects your standards and closes well-fit matters, the same day wherever possible.
Conversion
The retainer is sent and signed. We drive e-sign and strip out every point of friction, within 72 hours of first contact.
Warm hand-off
The signed client is passed to your legal team immediately, with complete, clean records. Nothing re-keyed, nothing lost.
Data loop-back
Outcomes are fed back into the system on an ongoing basis, so ROAS gets recomputed and your best sources earn more budget.
What stays the same the whole time
Your brand, not ours
Every specialist answers as your firm. Callers should never be able to tell they reached an outside team.
Your tools, connected
We plug into the phone system and CRM you already use. No forced migration.
Clear reporting, always
Leads, sources, and conversion, visible to you the whole way through.
Scale. Streamline. Succeed.
Ready to start with a real intake audit?
We'll show you exactly where cases are slipping before you commit to anything.