Legal Intake
Turn more inquiries into properly handled opportunities.
Every inquiry your firm generates has a window in which it can still become a client. Legal intake support puts a trained bilingual specialist inside that window, answering, gathering the initial information, checking it against your criteria, and getting the consultation on the calendar.
What This Covers
Our bilingual legal intake specialists can support:
Responding to new inquiries
- New client intake
- Inbound lead response
- Outbound lead follow-up
- Missed-call follow-up
- After-hours and overflow intake
Qualifying and scheduling
- Initial information gathering
- Lead qualification based on firm criteria
- Consultation scheduling
- Conflict-check preparation
Recording and following through
- Intake form completion
- CRM and case-management entry
- Retainer follow-up
Serving Spanish-speaking callers
- Spanish-speaking client intake
Your firm generates the opportunity. We help make sure someone is there to handle it.
Where The Line Sits
GP Legal Support provides administrative and operational support. Legal judgement stays inside your firm: here is exactly how that divides for this service.
Your support team owns
- Answering and returning every inquiry, including after hours
- Gathering the initial facts of the matter
- Checking them against the criteria your firm defines
- Booking the consultation and recording it in your system
- Following up until the retainer comes back
Never leaves your firm
- Whether the firm takes the matter
- Any advice given to a caller
- Running the conflict check and acting on the result
- Fee and retainer terms
Built For These Practice Areas
Legal Intake is most often built for firms working in these areas, though a dedicated team can be structured for any practice.
We do not provide a generic pool of representatives. Professionals supporting your legal intake can be selected on:
- Legal support experience
- English and Spanish proficiency
- Communication skills
- Case management system experience
- Administrative experience
- Intake experience
- Client-service experience
- Practice-area familiarity
- Your firm's specific requirements
Your team works in the platforms your firm already uses, so your technology environment does not change:
- Case management systems
- CRMs
- Communication platforms
- Document management tools
- Scheduling systems
- Cloud-based productivity platforms
Other Legal Support Services
Legal Intake Questions
The things firms ask before they commit, answered plainly, including the parts that are not in scope.
- Do intake specialists give legal advice to callers?
- No. They respond to the inquiry, gather the initial information, check it against the criteria your firm sets, and get the consultation on your calendar. Any question that calls for legal judgement goes to your attorneys.
- Who decides whether a case qualifies?
- Your firm. Specialists qualify leads against criteria you define and record what they find. The decision to take a matter is a legal one and stays inside the firm.
- Can they cover after hours, overflow and missed calls?
- Yes. After-hours and overflow intake and missed-call follow-up are all part of the service. This is usually the first thing a firm notices, because it is where inquiries were quietly being lost.
- What happens with conflict checks?
- Intake specialists prepare the information a conflict check needs (parties, related names, matter details) so the check can be run without an attorney assembling it first. Running the check and acting on the result stay inside your firm.
- Do they follow up on retainers that have not come back?
- Yes. Retainer follow-up is part of intake, because a signed client who never returns the paperwork is the same lost matter as one who never called back.
Let’s scope the legal intake your firm needs.
Tell us how legal intake runs in your firm today and where it breaks down. We will map what a dedicated team would take on, and what it would take to stand it up.