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Answering Legal’s receptionists are more than just call handlers—they’re trained legal intake specialists. We follow your customized intake process to gather all the information your firm needs to qualify leads, prepare for consultations, and open new matters.

What Is Legal Intake?

Legal intake is the process of collecting detailed information from a new potential client when they first call your firm. Our team does this on your behalf—live, 24/7.

Receptionists Trained for Legal Intake

• Our team only answers for law firms, so we know legal terminology and how to handle sensitive situations.
• Receptionists are trained for accuracy, tone, and professionalism, ensuring a five-star first impression.

What We Can Collect

• Full contact info: name, phone, email
• Case details: type of matter, opposing party, court dates, location, injuries, etc.
• Referral source
• Urgency indicators
• Any custom questions your firm requests

How It Integrates With Your Firm

• You define your intake script and we follow it.
• Responses are delivered instantly via email, text, or app.
• Optionally, intake data can be synced directly into your CRM (e.g., Clio Grow, Lawmatics, MyCase, etc.).

Benefits of Our Legal Intake Services

• Never miss a qualified lead, even after hours or on weekends.
• Ensure every new client gets consistent treatment.
• Save time for attorneys and staff—no need to gather basic info manually.
• Boost conversion rates with professional, empathetic first contact.