Legal Client Intake
Professionally trained virtual assistants who manage your entire client intake process from first contact to file opening.
Every new case begins with a strong intake process. When prospective clients reach out to your firm, the speed and professionalism of your response can determine whether they sign a retainer or move on to a competitor. DocketHire provides dedicated legal intake specialists who answer calls, screen potential clients, gather essential case details, and enter information directly into your case management system. Our staff are trained in legal terminology, confidentiality protocols, and the specific workflows your firm relies on to convert leads into retained clients.
A well executed intake process does more than capture contact information. It sets the tone for the entire attorney client relationship. Our virtual assistants follow your custom scripts and checklists to ensure every caller is treated with empathy and professionalism. They perform preliminary conflict checks, collect relevant documents, and schedule consultations so your attorneys can focus on practicing law rather than fielding phone calls. Whether your firm handles personal injury, family law, immigration, or any other practice area, our intake staff adapt to your unique requirements.
Scaling your intake capacity should never require expensive in house hires or long training cycles. With DocketHire, you can add trained intake professionals in days rather than weeks. Our team integrates seamlessly with tools like Clio, Lawmatics, and Lead Docket to ensure every lead is tracked and no opportunity falls through the cracks. You get consistent, high quality intake coverage that grows with your firm and keeps your pipeline full.
Key Tasks
- Answer inbound calls and web form submissions from prospective clients
- Screen leads based on your firm's case criteria and practice areas
- Collect detailed case information using custom intake questionnaires
- Enter client data into your case management or CRM system
- Perform preliminary conflict of interest checks
- Schedule initial consultations with attorneys
- Send welcome packets and retainer agreements to new clients
- Follow up with leads who have not yet scheduled a consultation
- Route urgent or high value leads to appropriate attorneys immediately
- Maintain organized intake logs and generate weekly reports
Tools & Platforms
How It Works
Define Your Process
We learn your intake workflow, screening criteria, and scripts to customize our approach.
Assign Trained Staff
A dedicated intake specialist handles your calls and leads daily.
Scale With Confidence
Add intake capacity as your firm grows without the overhead of in house hiring.
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Get started with Legal Client Intake
Get started with a qualified legal virtual assistant today.