Professional Intake Specialists to Improve Your Client Experience

Streamline your client intake process with experienced specialists dedicated to managing first impressions and gathering essential information.

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Intake Specialist
4 years exp
Jason S.
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Document Collector
4 years exp
Steven L.
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Lien Negotiator
4 years exp
Arthur B.
Sophia A.
Demand Writer
4 years exp
Sophia A.
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Case Manager
4 years exp
Brandon S.
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Paralegal
4 years exp
Lorraine P.
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Marketing Assistant
4 years exp
Martin S.
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Bookkeeper
3 years exp
Jenny R.
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Attorney
4 years exp
Cristina S.
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Legal Assistant
4 years exp
Stephanie O.

A seamless client intake process sets the foundation for successful case management. Our virtual intake specialists ensure every potential client receives prompt, professional attention while gathering the critical details you need to build strong cases.

Let us help you deliver an exceptional first impression.

Why Choose Virtual Intake Specialists?

Effortless Client Intake Management

First-Class Service

Provide clients with a professional and welcoming experience from the very first interaction.

Time Efficiency

Save valuable time by delegating initial client interactions and data collection.

Cost Savings

Access expert services without the expense of hiring in-house staff.

Better Case Preparation

Ensure all necessary details are collected accurately and efficiently.

What We Can Do for You

Comprehensive Intake Services to Your Needs

Initial Client Screening

Identify and qualify potential clients based on your criteria.

Information Collection

Gather critical details to help prepare for case evaluation.

Follow-Up Communication

Ensure timely responses and maintain consistent communication with prospective clients.

Data Entry

Input and organize client information into your preferred system.

Appointment Scheduling

Coordinate initial consultations and other important meetings.

Team meeting around a conference table with laptops.
Testimonials

What Clients Are Saying

Steven Azizi

"Their process has been very smooth and they've produced great candidates for us. I would recommend for any virtual staffing needs."

Steven Azizi
Miracle Mile Law Group

Optimize Your Client Intake Process Today

Partner with a virtual intake specialist to enhance efficiency and client satisfaction.