White-label intake operations for solo and small law firms.
We manage everything from a potential client's first contact
through a signed retainer - all under your firm's name. We ensure
your firm never loses a potential client due to missed calls
or slow follow-up all while protecting your brand and reputation.
Intelligent Intake. Increased Conversions.
of law firms never answer or return a call from a prospective client.
don't respond to online leads at all.
(Clio Legal Trends Report, 2024 · Hennessey Digital, 2024)
If your firm receives 20 leads a month and nearly half never hear back, that's 9 potential clients who called you first and hired someone else.
At a $5,000 retainer and an average case value of $20,000, recovering just 3 of those clients represents $15,000 in retainers and up to $60,000 in case revenue you would have otherwise left on the table.
If you are investing in marketing ads, SEO, referral networks every missed call drives your cost per acquisition higher and your return lower. You paid to be found. You didn't answer. A potential client was lost.
The gap between the leads you earn and the potential clients who show up for a consultation is an intake responsibility. We exist to close that gap so together we convert more qualified leads into new clients. Intelligent intake increases conversions.
Adjust the metrics below to see your potential revenue recovery.
Missed Leads
19 /mo
Recovered Clients
6 /mo
Recovered Retainers (Monthly)
$30,000
Recovered Case Revenue (Monthly)
$120,000
Total Annual Pipeline Added
$1,440,000
Est. Year 1 Cash Flow
$1,080,000
*Calculations assume a conservative 33% recovery rate. Year 1 cash flow estimates upfront retainers plus remaining case value prorated by case duration.
The Intake Agency is a legal intake operations company serving solo and small firms. We focus on the area of Family Law. Our specialists operate as an embedded extension of your firm - answering as your team, qualifying every lead, performing conflict checks, scheduling and confirming consultations, recovering no-shows, and coordinating the path to a signed retainer. Your firm can focus on legal work while we qualify potential clients, make sure they show up, and manage the full pipeline.
Most attorneys don't know the extent of potential clients they are losing every month.
We capture them and get them in front of you.
Every person who contacts your firm is navigating one of the most difficult moments of their life. AI assistants are valuable for capturing callers and after-hours coverage. We know, we create professional virtual assistants too. What they cannot do is hear what that person actually needs or feels. Our intake specialists are trained to handle every contact with the care and urgency the moment demands, because how someone is treated in that first conversation determines whether they retain your firm.
If you practice another area of law and need intake assistance or customized help, please call and see how we can meet your needs.
Inbound calls and web inquiries are answered under your firm's name with structured, professional conversations designed in collaboration with your firm.
Consultations booked directly to your calendar within your firm's rules, with automated confirmations and reminders.
Your pipeline is a valuable asset we will nurture. Consistent, professional follow-up sequences so qualified leads keep your firm top of mind without the sales pressure. You're just a click away when they are ready to hire.
Weekly performance reports: leads received, intakes completed, consultations scheduled, show rate, conversion, and customizable options.
Founded on 20 years of legal operations, intake and client acquisition. Experience in scaling firms from small to multi-location enterprises. When you stop losing leads, you create opportunity for growth.
We've created the most efficient automation systems to manage and nurture your pipeline. We use AI systems effectively but what our live specialists accomplish that AI systems, or answering services cannot is the human emotional connection your potential clients need and look for. With the years of experience we have in highly emotional practice areas, the sensitivity and understanding a caller expects is essential in their selection of a law firm. They are reaching out in a crisis and they deserve that expectation to be met. You cannot rewind and change a bad first impression.
We are not an answering service. We are an intake operations partner, built by a legal professional who has created systems and workflows law firms depend on. We are staffed with legal professionals experienced in legal intake and client acquisition.
All of our Intake Specialists are based in the United States of America.
Flat monthly service fees, no per-minute billing for intake services.
Call and discuss our Plan options:
Starter: Monday to Friday business hours.
Ideal for solo practitioners and lower call volume.
Growth: Monday through Friday with extended hours, built for firms ready to scale.
Premium: Every day - ideal for higher volume.
Enterprise: Custom coverage for multi-attorney, multi-location firms,
and multi-practice areas.
Holidays offered as an add-on.
All plans include: weekly reporting, and continual quality assurance.
Select plans include: After Hours Voice AI capture.
Plans starting as low as $1,950/month.
Ask about optional add-ons like retainer coordination,
customizations and automations.
Find out what a managed intake operation could mean for your firm. Leave your details and we'll reach out within one business day.
Or call us directly: 951-620-8884