Legal Intake Answering. Capture Every Case, 24/7.

What Your Intake Team Handles

A legal intake answering service handles branded greeting, intake script, case-detail capture, conflict-check questions, consult scheduling, urgent routing to the on-call attorney, and after-hours plus overflow coverage.

The scope is built around how new-client calls actually come in at a law firm. Seven workflows show up in almost every account.

• Branded greeting. Agents answer with your firm's name and script. The caller hears your firm, never ours. The handoff sounds like your own front desk.
• Your intake script, run word for word. We do not improvise and we do not give legal advice. Agents follow the question set you approve so the right facts are captured the same way every time.
• Case-detail capture. Caller name, callback number, type of matter, date of incident, and the specifics your practice area needs. Logged into your CRM in real time.
• Conflict-check questions. Agents run the conflict screening you provide (opposing party, related parties) and flag anything that needs an attorney to clear before you take the matter.
• Consult scheduling. Agents book qualified callers directly into your calendar or case management system. Most common integrations: Clio, Lawmatics, Filevine, MyCase, Calendly, Acuity, and Google Calendar.
• Urgent routing. Jail or custody calls, injunction and restraining-order matters, and time-sensitive PI go to your on-call attorney via phone bridge or SMS within 60 seconds, per your dispatch rules.
• Overflow and after-hours coverage. Daytime overflow when your front desk is on another line, plus nights and weekends. Scope it as after-hours only or full 24/7.

How It Works (7-Day Launch)

Legal intake goes live in about 7 business days. Day 1 kickoff captures your greeting, intake script, conflict-check questions, dispatch rules, and CRM access. Days 2 to 4 cover training and a soft launch. Days 5 to 7 are live with QA listening on every call.

Day 1: Kickoff Call

A 30-minute call where we capture your branded greeting wording, intake script, conflict-check questions, dispatch rules (what counts as urgent, who is on call by day, and how to reach them), consult-scheduling preferences, and access to your case management system or legal CRM. The output is a one-page operating doc that agents follow on every call.

Days 2-4: Training and Soft Launch

Assigned agents study your operating doc, run simulated intake calls against a practice-area script bank, and shadow a senior agent. Soft launch means agents take live calls with a QA analyst listening on every one. You get a daily calibration call to flag anything off before it becomes a habit.

Days 5-7: Live with QA on Every Call

Agents run independently. QA listens to every call for the first 14 days, then samples 25 percent thereafter. New-matter logs hit your inbox and CRM in real time. A weekly QA report goes to your account lead.

Ongoing Operations

Month-to-month after the initial 30-day window, no setup fee. Account lead in Toronto, team lead and QA analyst in the Caribbean. Monthly review covers intake volume, capture accuracy, consult-booking rate, and any greeting or script updates.

Pricing Tiers

Call Force Global runs legal intake at $300, $650, or $1,500 per month flat depending on volume and coverage hours. Per-call pricing runs $1.50 to $3 per answered call. A single signed personal injury case more than covers a full year of service.

Three flat-rate tiers cover most firms. We also support a per-call model for firms with unpredictable, ad-driven volume.

The economics of legal intake are different from most verticals. A missed personal injury call is not a $200 lost sale, it is a potential five- or six-figure case that signed with another firm. At the Starter tier, capturing one extra signed matter per year pays for the service many times over.

Add-ons that can shift the tier:

• Bilingual Spanish-English seats: add 10 to 15 percent
• Case management or CRM integration (Clio, Lawmatics, Filevine, MyCase): one-time setup, no monthly add
• Custom dispatch routing with multiple on-call rotations: included at the Growth tier and above

Run the numbers for your firm's specific volume and hours with our cost calculator, or read our guide to nearshore outsourcing costs for the full pricing context.

Legal Intake vs In-House Intake

An in-house intake hire covers one set of business hours at a full US salary plus benefits, and goes dark at night, on weekends, and on sick days. A nearshore legal intake service covers after-hours, overflow, and 24/7 at a flat monthly rate well below one in-house salary, with QA on every call.

Hiring an in-house intake specialist solves daytime intake and nothing else. The phone still goes to voicemail the moment that person clocks out, takes lunch, or calls in sick. After-hours, the highest-intent window for legal callers, stays uncovered. You are also carrying a full US salary, payroll taxes, benefits, and the cost of re-hiring when intake turns over.

A nearshore intake team covers the hours an in-house hire cannot, at a flat monthly rate that sits well below a single intake salary. There is no overnight gap, no PTO coverage scramble, and a QA analyst reviews calls so quality does not drift. Most firms run us alongside their front desk: the front desk takes the daytime baseline, and we catch the overflow and the nights and weekends where signed cases are won or lost.

Legal Intake vs a Generic Answering Service

A generic answering service takes a message and hangs up. A legal intake service runs your full intake script, captures case-specific details, runs conflict-check questions, books the consult, and routes urgent matters to the on-call attorney, all logged into Clio, Lawmatics, or Filevine.

Most answering services are built to take a name and number and email it to you. That is fine for a dentist confirming an appointment. It loses cases for a law firm, because the caller had to repeat everything to your paralegal the next morning, and by then the urgent matter may have gone cold or gone to another firm.

Legal intake is a deeper scope. Agents run the same structured intake your firm would run in-house: matter type, incident details, conflict screening, and urgency. They book the consult while the caller is still motivated, and they push the new matter straight into your case management system so nothing gets re-keyed or lost. Urgent calls do not wait for a morning message review, they route to your on-call attorney in under a minute.

It is also genuinely nearshore, not generic offshore. Native-English agents on US Eastern and Central hours, with no overnight handoff to a far offshore floor and no accent gap that makes a hurt or frightened caller lose trust and hang up. If you are comparing scopes, our broader answering service page covers non-legal verticals.

Frequently Asked Questions