Never Lose a Lead Again with Intake360

Client intake is one of the first real moments when someone decides if they can trust your firm. When people reach out, they want quick answers and a calm, clear conversation. Intake360 gives your firm a way to stay responsive around the clock without overwhelming your team. It keeps calls organized, helps you sort strong leads from the rest, and gives potential clients a steady experience from the very first interaction.  

Intake can be tough to manage in-house. Calls come in at all hours, emails stack up, and follow-ups can get delayed during busy days. That’s often how good cases slip away. This is why more firms are leaning on trained intake support, using options like Attorney Assistant Intake360, to stay available without stretching their staff too thin. 

Intake360 for lawyers offers simple, on-demand help with 24/7 intake and reception coverage. Every inquiry gets answered and guided to the right next step, and you only pay per task. No missed calls. No lost leads. Just a steady, reliable system powered by Attorney Assistant that helps your firm stay organized and ready for new clients at any hour. 

The Answer to Your Missed Call Problem

Busy days can pull your attention in a lot of directions. Court hearings, deadlines, client meetings, and a steady stream of calls all happen at the same time. When that happens, it’s easy for a good lead to slip through. Intake360 for lawyers gives your firm trained intake support that steps in at the exact moments you need it. Every caller is greeted by someone who listens, asks the right questions, and stays patient and clear throughout the conversation. 

It works like having dependable help on standby without taking on the cost of a full-time hire. You get support only when you need it, and every inquiry is handled with care. 

Here’s what most firms don’t see until it starts affecting their caseload: 

  • 73 percent of calls go unanswered during peak hours 
  • More than $5,000 in potential case value is lost every time a strong lead cannot reach you 
  • Intake360 offers full 24/7 coverage 
  • With Attorney Assistant Intake 360, missed opportunities drop to zero 

This is the kind of steady, consistent intake that helps your firm stay ready for new clients at any hour. 

What Intake360 Delivers for Your Firm

Intake360 works as an on-demand intake partner that feels like a real part of your team. When someone reaches out, our trained intake staff steps in and handles the first touchpoint with care. Calls, form submissions, follow-ups, and early case screening are all covered, so your firm stays responsive around the clock. 

Here is what comes with the service:  

24/7 Live Answering and Web Form Support 

Your phones and online submissions are covered day and night; weekends and holidays included. No gaps in availability and no waiting for a response. 

Inbound Call Support 

You get steady help during busy hours or full-time coverage when you want it. Our team can handle live client intake, schedule appointments, and guide callers through retainer signing when needed. 

Outbound Follow-Up 

People who submit forms or reply to campaigns often need a quick callback. We handle that for you, including leads triggered through your CRM. Every inquiry gets a response. 

Case Screening and Warm Transfers 

We review potential cases using your firm’s criteria and move strong leads to your team right away. It keeps your lawyers focused on the matters that truly fit.  

Google Review Support 

Gathering client reviews is a simple way to strengthen your online presence. We can help manage that process, turning your great results into powerful social proof that brings in even more business. 

CRM-Friendly Workflow 

All notes, call recordings, and client details can sync with your system through tools like Zapier or Make. Everything stays organized in one place. 

Services Included with Intake360

Intake360 gives your firm steady support on both incoming and outgoing calls so every lead gets attention. 

Inbound Coverage: We Answer Your Calls 

 Our live agents pick up during the day, at night, on weekends, and on holidays. Your phones stay covered when the office is busy or closed. This includes: 

  • Spillover calls or full phone routing 
  • Calls from your marketing numbers 
  • Basic message taking for reception-only setups 
  • Full legal intake 
  • Appointment scheduling or warm transfers 
  • Contract coordination for contingency matters that qualify 

Outbound Follow-Up: We Keep Your Leads Moving

People who reach out through forms or missed calls often need a prompt response. We take care of that for you. This includes: 

  • Follow-up on web forms, missed calls, and older CRM leads 
  • Up to five manual call attempts per lead before sending it back for your team to review 
  • Intake and qualification 
  • Booking or transferring when appropriate 
  • Sending contracts for eligible matters if your firm approves it 
  • Getting started is simple. You can email the leads directly or place them into a short form. No CRM access is needed.

You Get a Closer on Every Call

Every lead has potential, and the person who picks up the phone plays a big role in what happens next. Intake360 is staffed with trained intake specialists who know how to guide callers, ask the right questions, and move strong leads toward a signed case. Their experience comes from handling thousands of legal intakes across different practice areas, not just taking messages. 

This is not a typical call center setup. The team was trained through real intake work at EOL.Law and now focuses full-time on helping firms through virtual Intake360. They understand how callers think, what details matter, and how to keep the conversation moving without pressure or scripted lines. 

We continue to look at ways to add helpful tools, including AI features, into the workflow. For now, you get something simple and reliable: 

  • Human closers 
  • Strong legal familiarity 
  • A track record of converting leads 

A Commitment to Security and Compliance

Your clients’ privacy and your firm’s hard-earned reputation are the foundation of our entire service. Intake360 is your powerful intake partner that never compromises your security. 

No System Access 

We never need to log into your internal network or CRM. Your firm’s backend remains securely in your control, with no new access points or passwords to worry about. 

Confidentiality Agreements 

Every team member signs strict confidentiality and privacy agreements. We reinforce those standards through ongoing training. 

TCPA Compliant 

All calls are placed by a live agent. No autodialers, no automated calling tools.  

Trained Intake Staff 

Your callers speak with intake staff who understand how to communicate with clarity and empathy. They follow your specific process to make a potential client feel secure from the very first call. 

How Your Leads Are Categorized

Intake360 works with your firm from the very start to make sure every lead is handled the right way. During your Pre-Go-Live Call, we set clear rules together for when to send a contract, schedule a warm transfer, flag a lead for review, or just take a message. This ensures your team gets a pipeline filled only with qualified, high-potential opportunities, while we manage the rest.  

Signed Contract Leads (7–8 credits) 

Leads that meet your firm’s exact criteria move straight to signing. Typical examples include:  

  • Serious injuries, like hospitalization or broken bones 
  • Clear liability 
  • Cases still within the statute of limitations 
  • Practice areas your firm handles, such as personal injury, workers’ compensation, or mass torts 

Appointment or Warm Transfer (4–5 credits) 

Some leads are promising but not fully ready to sign. These might have unclear liability, an inconsistent story, or require the caller to speak directly with an attorney. Intake360 carefully handles these leads and transfers them to your team at the right moment.  

Flag for Review (2–3 credits)

Leads that don’t meet your intake standards or show red flags are marked for review. Examples include: 

  • Property damage only, no personal injury 
  • Out-of-state or outside your firm’s practice areas 
  • Callers not interested in legal help 
  • Cases likely past the statute of limitations 

Reception-Only Calls (0.5 credits)

Some calls aren’t legal intake but still need attention. Intake360 handles them efficiently, so your staff isn’t interrupted: 

  • Spam or hang-ups 
  • Insurance adjusters or opposing counsel 
  • Clients checking on case status 
  • Vendors, referrals, or administrative inquiries 

How Our Pricing and Credits Work

Our pricing is $3,060, which gives you 360 credits to use across all inbound and outbound actions. Each credit is valued at $10, and every outcome is tied to a set credit amount, so you always know exactly what you’re spending and what you’re getting back. 

Inbound Credits

  • Reception Only (No Intake): 0.5 
  • Reception Only with Warm Transfer (No Intake): 1.0 
  • Flag for Review (Likely Turn Down): 2.0 
  • Warm Transfer Intake or Callback (Gray Areas): 4.0 
  • 5-Star Review: 5.0 
  • Signed Contingency Fee Agreement: 7.0 
  • Sign + 5-Star Review: 12.0 (7 + 5) 

Outbound Credits

  • Up to 5 Attempts + No Conversion: 1.0 
  • Up to 5 Attempts + Flag for Review (Likely Turn Down): 3.0 
  • Up to 5 Attempts + Warm Transfer (Gray Area): 5.0 
  • 5-Star Google Review Retrieved: 5.0 
  • Up to 5 Attempts + Contingency Contract Signed: 8.0 
  • Up to 5 Attempts + Sign + 5-Star Review: 13.0 (8 + 5) 

Our 90-Day Onboarding Process

We keep onboarding simple, structured, and built around your firm’s workflow. Here’s how your first 90 days with Intake360 roll out.  

Day 1: Contract Signed

You’re officially in. We introduce you to your Success Team, so you always know who to reach out to. 

Days 2 to 4: Pre-Go-Live Call

We walk through your intake logic, red flags, what qualifies for a contract, and how you want communication handled. This is where we build the rules around how your leads are categorized and processed. 

Week 3: Go Live

Your dedicated number is assigned, and our intake team starts full 24/7 coverage for your firm. 

What begins here: 

  • Inbound reception and intake around the clock 
  • Easy outbound submissions. Just copy us on an email or send through our form  

Day 30 and Beyond: Optional Integrations

If your firm wants deeper syncing with your CRM or more advanced workflows, we start mapping and building those after you’ve been live for 30 days. 

Ready to Level Up Your Intake?

If your firm is tired of missed calls, slow follow-ups, or inconsistent intake, Intake360 gives you a team that handles it with the same care you expect inside your own office. Attorney Assistant Intake360 is built for firms that want reliable, human support without adding in-house staff. It’s a virtual Intake360 solution that actually understands how legal intake works in real life.  

Whether you’re a growing practice or a high-volume firm, our virtual intake for law firms keeps every lead moving, every caller heard, and every opportunity captured. Lawyers who use virtual intake for lawyers through Intake360 get the kind of steady, predictable intake flow that makes case acquisition easier. 

If you’re ready to see what a real intake partner feels like, we’d love to show you how Intake360 can support your team. 

Call us today. Get a walkthrough, ask questions, or start onboarding anytime.