Intake operations, handled by professionals
Certified Legal Advocates manage every front-end client interaction — from first call to signed retainer — so your attorneys can focus on practicing law.
Call & Message Management
CLAs professionally manage inbound calls, messages, and inquiries — ensuring every prospective client receives a prompt, empathetic response.
- Live call handling
- Message triage
- After-hours coverage
- Bilingual support
Lead Qualification & Routing
Every lead is qualified against your firm's criteria and routed to the right attorney or paralegal — fast, accurate, and consistent.
- Custom qualification criteria
- Attorney/paralegal routing
- Conflict checks
- Priority escalation
Lead Follow-Up
Persistent, professional follow-up ensures no lead goes cold. CLAs nurture prospects through your intake pipeline until they're ready to sign.
- Multi-touch follow-up
- Appointment scheduling
- Reminder sequences
- Re-engagement campaigns
Staffing Stability Without Overhead
Professional intake coverage without the cost, training burden, and turnover risk of full-time employees.
- No W-2 overhead
- No training downtime
- Coverage continuity
- Scalable hours
Intake Technology & Workflow Execution
CLAs ensure your intake technology and workflows are executed correctly — CRM updates, pipeline tracking, and documentation done right.
- CRM management
- Workflow execution
- Documentation standards
- Tech-stack integration
Measurable Performance Reporting
Intake performance aligned with your firm's growth goals — transparent metrics that show exactly how your investment is performing.
- Conversion tracking
- Response-time metrics
- Pipeline reporting
- ROI dashboards
Our engagement process
A clear, proven path from first conversation to measurable intake performance.
Discovery & Assessment
We analyze your current intake process, technology, and lead sources to identify gaps.
CLA Matching
We match your firm with CLAs whose expertise fits your practice area and community.
Workflow Integration
CLAs integrate with your systems, CRM, and intake workflows — trained on your standards.
Performance & Optimization
Ongoing measurement, reporting, and optimization aligned to your growth goals.
Specialized intake for your practice
Our CLAs are trained on the nuances of your specific practice area.
Estate Planning
Empathetic intake for clients planning their legacy, trusts, and wills.
Probate
Sensitive handling of families navigating estate administration and probate court.
Real Estate
Fast, accurate intake for time-sensitive transactional and closing matters.
Ready to upgrade your intake?
Let's talk about how our Certified Legal Advocates can stabilize your front-end operations and protect your marketing investment.
Schedule Your Consultation