The Intake Process is designed to collect fundamental information to initiate smooth and effectual interaction while ensuring that all essential information is acquired for further actions and decision-making. The Intake Specialist is the voice of the firm.
They’re the first person every potential client speaks with before consultation and representation. They gather details such as index information, incident narrative, and medical history which are vital in qualifying leads, setting up consultations with attorneys, and completing questionnaires in filing necessary documents.
Potential clients go through trauma, anxiety, and pain, most are in despair after being involved in a motor vehicle collision, divorce filing, domestic violence, and fighting for child custody.
Our Intake Process is tailored to unique needs and designed to be user-friendly, quick, and time-effective for our clients. We make sure to incorporate thorough support mechanisms such as personalized guidance, resources, enhanced efficiency and accuracy of data management with a dedicated point of contact throughout the whole process which fosters a sense of care from the beginning to the end of our initial engagement with our clients, and that’s what sets us apart from our competitors.
Opening spiel
Attention to detail
Call Resolution