Experienced intake specialists can take your leads from initial contact to an e-signed contract without breaking contact. Alert’s retainer & contract services uses a proprietary lead tracking experience to ensure a smooth transition as a new potential client.

Retainer services are meant to be an immediate response for incoming leads from any marketing or mass tort campaign, at any time. These leads may come in via phone, web form, chat, email, text. Highly-trained intake specialists help take these leads from initial contact to an e-signed retainer contract, sometimes even on the very first call, so potential clients can’t slip away.

Retainer services are executed most efficiently and successfully through e-sign (as opposed to traditional paper contacts sent via “snail mail”). Some e-sign providers include DocuSign and eSign.

Professional legal answering services have advanced lead tracking systems, driven by robust software, which automatically identify the stage your leads are currently in. Those leads are then connected with the next available intake specialist, making sure your potential clients receive the information they need at the most important stages of the intake process.

A superior legal call center with retainer services knows the importance of calendar scheduling. They also apply their expert training in empathy, psychology, and legal terminology to build rapport and make callers feel comfortable enough to set an appointment and take those next steps.

Please watch this video to learn more! For more information, feel free to contact us or call 844-694-6825.