A Step by Step Guide to Helping Your Clients
Evaluate Their Intake Process

Marketing agencies working with law firms have one central aim: running campaigns to generate substantial leads in order to gain conversions. One of the main components of a firm’s marketing strategy is the intake process.

As a marketing agency, you want your clients to grow. The client intake process is an important part of that.

Here is a step-by-step guide to help with evaluation and identifying areas for improvement.

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What We Do We Specialize In Serving The Legal Industry

Call services

Customized, bilingual call answering services 24/7/365 that include message taking, call forwarding, appointment scheduling, and more.

Intake Services

We screen new clients based on your preferences and determine if they are qualified or need to be referred elsewhere.

Retainer Services

Experienced legal intake specialists take leads from initial contact to an e-signed contract that is posted directly to your CRM or case management system.

Mass Tort / Class Action Services

Respond to and capture all high-volume leads using industry-leading solutions and processes - retainer services also available based on a campaign.

Integrations

Leveraging our in-house API, we push lead data, intake scripts, and signed contracts directly into your firms’ systems.

Be The Hero

A Step by Step Guide to Helping Your Clients
Evaluate Their Intake Process

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