Legal Intake Services: A Guide to Outsourced Intake

Legal intake services handle initial screening and case evaluation on behalf of firms, distinct from a simple answering service that just takes messages.

This deeper service model helps firms process higher volume without expanding their own internal intake staff.

Understanding the Intake Service Model

Trained intake specialists apply the firm's specific screening criteria, evaluating case merit before handing off genuinely qualified leads.

Benefits of Outsourced Intake

Outsourcing intake lets firms scale volume without proportionally scaling internal staff, particularly valuable during marketing campaign surges.

What to Evaluate in an Intake Service

• Genuine legal intake training and expertise.
• Consistent application of your screening criteria.
• Reliable, prompt response times.
• Seamless handoff to your attorneys.

Ensuring Consistent Screening Criteria Application

Confirming an intake service applies your firm's specific criteria consistently protects against both over-accepting and wrongly declining viable cases.

Integrating With Your Case Management System

Seamless integration between the intake service and your internal case management system protects against lost information during handoff.

Supplementing With Purchased Leads

Firms can supplement intake service capacity with purchased leads through Eilite's buy leads platform for consistent volume.

Measuring Intake Service Value

Tracking case acceptance quality and eventual outcomes helps firms confirm their intake service investment is genuinely worthwhile.