Professionals in Lead Conversion Designed to Help Maximize Your Return on Investment
In today’s competitive legal market, a professional intake team is a crucial component for effective conversion of leads and retention of clients. All leads require immediate attention & white glove treatment during each phase of the intake process. Our legal intake professionals are attorney-trained in the best practices of the legal industry; including demonstrating empathy, legal terminology and sales strategies. We ensure your clients are provided with the best possible intake experience to establish confidence and a seamless transition to your law firm.
02. Client Retention
Retaining New Clients for
Law Firms like Yours
Client retention is an acquired skill. Our skilled legal intake professionals focus on retention as the main objective when approaching any lead. Our intake professionals will not only field calls; they will also assist in qualifying and retaining potential claimants based on your law firm’s case criteria. In return, you will receive a qualified signed retainer with all the important facts your office needs to initiate the investigation and litigation of a client’s case.
03. Communication
Keeping Your Law Firm Updated on the
Progress of Your Campaign
Professional Intake understands the importance of your law firm’s marketing dollars. To ensure an effective working relationship, we will always be in communication with you during every phase of your campaign. We honor an open-door policy to promote full transparency with our operations. Your office will always be advised on what our intake professionals are doing to represent your office. For example, we will provide weekly updates on your respective campaigns, including detailed statuses of each lead, conversion stats, etc.
” We help scale your legal practice instantly without compromising quality or professionalism.”
Efficient, Reliable & Professional
We believe first impressions are lasting impressions. As an extension of your law firm, we treat every lead as a potential case. Your clients will always receive the empathy, professionalism and attention they deserve. Our intake process is customized according to your firm’s qualification criteria, allowing us to quickly identify and prioritize opportunities. This enables you to free up time, staff and resources for other aspects of your law firm. We offer many services. Find out which services you need below.
Your Premiere Solution
Professional Intake will screen case calls for your firm. Whether an inbound or outbound call; our intake professionals will follow any customized script you provide and follow your firm’s protocol for qualified and unqualified leads. We document and record every conversation for transparency and accuracy.
Signed, Sealed, Delivered.
Professional Intake will take your leads, qualify potential clients and also secure their retention for you. By providing us with your qualified case criteria and your retainer agreements, we are able to conduct the signing process for you. We have the ability to immediately retain clients via e-sign using the latest technology to deliver retainer agreements instantly via email or text message. This will reduce the likelihood of your prospective client shopping other law firms while also increasing your conversion rates. Once the client has been retained, we transition the signed retainer and all intake details to your office so that you may begin investigation of your client’s case.
Do you have aged leads?
If your firm has aged leads that have not been reached or converted or retainer packets out to prospective clients that haven’t been returned, let our team pursue and follow up on them. You’ll be amazed at how many leads we are able to convert from retainer packets (or leads) that you had given up on.
Campaign Case Types
- Roundup
- Necrotizing Enterocolitis (NEC) Toxic Baby Formula
- Talcum Powder – Ovarian Cancer
- Zantac Cancer Injury
- Hernia Mesh Injury
- Catholic Church Clergy Abuse
- Aqueous Film-Forming Foam (AFFF) Cancer Injury
- Catheter / Implanted Port injury
- Transvaginal Mesh Revision Injury
- Mesothelioma Injury
- Personal injury & auto accidents
- New Hampshire Youth Detention Facility Abuse
Who We Are
Professional Intake, LLC (Pro Intake) is a boutique legal intake office, based in San Diego, CA. We serve as an extension of your law firm and we are focused on quality lead conversion and client retention. Pro Intake’s leadership team has more than 10 years of experience in case acquisition, qualifying candidates on criteria and strive to obtain the best possible conversion rates. Our main goal is to help your office obtain the maximum return on your investment (ROI) from your marketing dollars.
Our intake professionals are supervised by a licensed attorney at all times to ensure compliance with professional rules of responsibility. They are professionally trained to ensure quality conversions while showing empathy to injured clients. We pride ourselves on our extensive training practices to ensure your law firm is being represented by only the best intake professionals in the legal field. We ensure our intake professionals are fully equipped to handle the responsibility of approaching each lead with care from start to finish while ensuring the easiest and most efficient retaining process for the client. Our training will always be an ever-evolving ongoing process to keep up with today’s constantly evolving technology. We truly believe a solid intake team is the key to achieving the maximum ROI on your marketing and advertising dollars.
How We Can Help
- We will increase your Legal Intake ROI
- Our services provide interaction with potential clients in a timely manner
- Efficient and effective retaining of new clients on your law firm’s retainer agreement
- We use the latest in e-sign technology
- Reduce backlogs of dead leads & revive aged leads
- Offer intake support for campaigns marketed to Spanish-speaking communities
- Expand and scale your office quickly
- Free up time, staff and resources to focus on litigation of cases
Rosa E. Perez
Founder & Managing AttorneyFAQ
Get Informed
We are an outsourced boutique Intake Department for your Law Firm.
Give us a call at 855-955-5PRO for a consultation with one of our account managers.
We’ll discuss the types of cases you market for and can get you started within 2 to 3 business days.
There is no set up fee. Only pay for cases we retain for a simple flat fee.
No, our services are month to month and you may cancel at any time.
We are located in San Diego, CA at 350 10th Avenue, 10th Floor, San Diego, CA 92101.
We operate 24 hours a day, 7 days a week, 365 days a year.
Se habla Español. We staff multiple Spanish speaking agents on each shift. This allows for us to offer bilingual services.
We are your solution if your office markets to the Spanish Speaking community.
No. All of our agents are in the United States.
- Follow up on all types of leads: web leads, new leads, aged leads, dead leads, and unresponsive leads.
- Follow up on missed calls/hang-ups
- Ability to retain clients on behalf of your firm via e-sign
- Live Call Transfer
- Overflow Call Handling
- Bilingual Support
We monitor and listen to thousands of calls each month. The calls are graded by different variables ranging from voice quality to client retention success. We also make sure all cases are screened by a supervising attorney, available at all times, to answer all legal questions our legal intake professionals may have.
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