A Structured Path From Inquiry to Resolution
Intake
Workup
1
Capture Every Lead
● 100% US Based Agents
● 24/7 live intake (calls, chat, web forms)
● Bilingual specialist
● No Missed Calls
2
Qualify & Convert
● Custom screening criteria
● Immediate retainer / HIPAA delivery (e-signature)
● Automated workflows
3
Integrate & Report
● Real-time Integration with your CRM
● Performance dashboards
● Conversion tracking by campaign
Capture Every Lead
-
Never Miss a Call
-
Bilingual
-
24/7 Live Intake
-
100% US Based Agents
Client Activation & Onboarding
● Immediate welcome calls
● Client information packets YES
● Expectation setting & next-step clarity
● Multi-channel communication (call, text, email)
Outbound Pursuit
-
Aggressive outbound lead follow-up
-
1st Attempt within seconds
-
Calls, Texts & Email Follow Ups
Extended Intake & Case Development
● Detailed information gathering
● Structured fact sheets & questionnaires
● HIPAA-compliant medical record retrieval
● Evidence documentation support
Qualification
-
Mass Torts
-
Single Event
-
Custom Criteria by Case Type
Ongoing Client Communication
● Status updates
● Appointment scheduling
● Deadline reminders
● Re-engagement outreach
Retention
-
eSign
-
Mail outs
-
Firm-specific packets (retainer agreement, HIPAA and more)
Case Lifecycle Oversight
● CasePath℠ Dashboard visibility
● Workflow tracking
● Documentation management
● Internal reporting
Integration
-
Integrate with your CRM / CMS
-
Transparent Campaigns
-
Real Time Notifications
Post-Settlement Coordination
● Signature acquisition
● Disbursement coordination
● Closing documentation tasks
Intake
Capture Every Lead
-
Never Miss a Call
-
Bilingual
-
24/7 Live Intake
-
100% US Based Agents
Outbound Pursuit
-
Aggressive outbound lead follow-up
-
1st Attempt within seconds
-
Calls, Texts & Email Follow Ups
Qualification
-
Mass Torts
-
Single Event
-
Custom Criteria by Case Type
Retention
-
eSign
-
Mail outs
-
Firm-specific packets (retainer agreement, HIPAA and more)
Integration
-
Integrate with your CRM / CMS
-
Transparent Campaigns
-
Real Time Notifications
Workup
Client Activation & Onboarding
● Immediate welcome calls
● Client information packets YES
● Expectation setting & next-step clarity
● Multi-channel communication (call, text, email)
Extended Intake & Case Development
● Detailed information gathering
● Structured fact sheets & questionnaires
● HIPAA-compliant medical record retrieval
● Evidence documentation support
Ongoing Client Communication
● Status updates
● Appointment scheduling
● Deadline reminders
● Re-engagement outreach
Case Lifecycle Oversight
● CasePath℠ Dashboard visibility
● Workflow tracking
● Documentation management
● Internal reporting
Post-Settlement Coordination
● Signature acquisition
● Disbursement coordination
● Closing documentation tasks
Why Firms Choose
Intake Dynamics℠
100% Legal Intake Focused
Transparent Reporting & Performance Dashboards
We Don't Just Answer Calls
We Drive Signed Clients
Customized to Your Firm
Results That Speak for Themselves
Average Response Time: Under 5 Seconds
Over 85% Conversion on Qualified Leads
24/7/365 Coverage
No Missed Calls = No Missed Leads
Contact Us
