Legal Intake Outsourcing

Bilingual Legal Intake & Back-Office Support for Law Firms

Dedicated English and Spanish professionals who answer potential clients, complete intake, schedule appointments and carry the administrative load off your attorneys and in-house staff.

The problem

What law firms tell us before they call

  • Potential new clients call and no one is available to complete intake.
  • Spanish-speaking callers cannot be served consistently.
  • Attorneys and paralegals spend billable time on paperwork and scheduling.
  • Follow-up with signed and unsigned leads is inconsistent.
  • Document preparation and case organization fall behind during busy periods.
  • Hiring another in-house administrative position is slow and expensive.

What the team handles

  • New-client intake in English and Spanish
  • Responding to and following up with potential clients
  • Appointment scheduling and confirmations
  • Document and paperwork preparation
  • Organizing case information in your systems
  • Ongoing client communication and status updates
  • General administrative and personal support for attorneys
How onboarding works

A clear path from first call to a working team

01

Free Consultation

We review your current workload, coverage gaps and the outcomes you need.

02

Role & Team Design

We define responsibilities, team size, coverage hours and reporting together.

03

Recruiting & Process Training

We recruit for the profile and train agents on your systems, scripts and standards.

04

Go Live & Ongoing Management

The team starts while we monitor performance, coach agents and stay directly involved.

Relevant operating experience

We currently manage a 13-person team supporting an established Florida personal-injury law firm. The team assists with new-client intake, appointment scheduling, document preparation, administrative paperwork, client communication, and day-to-day support for attorneys. The client is described anonymously, and no client names or logos are published.

FAQ

Frequently asked questions

Can the team work inside our case-management system?+

Yes, when the firm authorizes and configures access. Agents are trained on your system and follow the access rules your firm sets.

Is intake handled in Spanish as well as English?+

Yes. Our recruiting standard requires native-level Spanish and professional English, so intake can be handled in either language.

Do you provide legal advice?+

No. The team performs intake, administrative and support work under your firm's direction. Legal advice always remains with your attorneys.

How many people do we need to start?+

Team sizes are flexible. Many firms start with a small team and expand as intake volume and comfort grow.

Let's scope the right team for your operation

Tell us where the workload is piling up and we'll walk you through a realistic staffing plan.