Services
INTAKE
Our Intake Specialists are trained to be the first point of contact for your potential and existing clients, so your attorneys don’t have to spend valuable time answering calls or screening cases. Here’s how we help your firm:
Answer All Calls
Every new caller and existing client gets a professional, empathetic response.
Screen New Clients
We gather the essential information you need to determine if a case is viable.
Schedule Appointments
We book case reviews and consultations directly with your sales representatives or attorneys.
Remote & Seamless
Everything is done virtually, so you save on overhead while gaining a dedicated, professional team.
Provide “Hand Holding” Support
Every new caller and existing client gets a professional, empathetic response.
Bilingual Communication
All intake is handled in English and Spanish, ensuring no client is left behind.
Compliance First
Our team never gives legal advice or makes promises about case outcomes—protecting your firm from risk.
By handling the frontline work of intake, we free up your staff to focus on what they do best: serving clients, managing cases, and driving successful outcomes.
Our Intake Plans
We understand that every law firm has different needs, which is why we offer flexible intake plans to fit your practice
Full-Time Intake
A dedicated intake professional (or team) working 8 hours a day exclusively for your firm—handling all incoming calls, screenings, and scheduling.
Part-Time Intake
Flexible coverage for any number of hours on the days you need. Ideal for firms that want professional support without a full-time commitment.
Speed Dial Intake
A staff member ready to answer calls whenever they come in. You’re only charged for the actual time spent speaking with your potential new clients (PNCs).
Overnight Intake
Professional intake coverage after your office is closed—ensuring no call is missed while your in-house staff rests.
Sales
Our Dragons (Sales Representatives) are your dedicated, bilingual (English & Spanish) client engagement professionals. They take on the vital role of connecting with potential new clients (PNCs) so your staff can stay focused on casework and results.
Here’s how our Dragons help your firm:
Case Reviews with PNCs
They listen carefully, review the client’s situation, and ensure all key information is gathered.
Build Trust & Likability
Using empathy and emotional intelligence, they create a human connection that inspires clients to hire your firm.
Bilingual Communication
All conversations can be handled in English or Spanish, ensuring no client feels excluded.
Compliance-Focused
They never give legal advice or make promises about case outcomes—protecting your firm’s reputation.
Conversion Experts
Their goal is to turn inquiries into signed clients by guiding PNCs through the decision-making process with care and professionalism.
By letting our Dragons handle the sales side of client engagement, your firm gains more signed cases, stronger client relationships, and the freedom for your team to focus on delivering legal results.
Transparency in Results
Just as attorneys cannot guarantee the outcome of a case because so much is outside their control, we also cannot guarantee a specific closing rate. The success of our Dragons depends largely on the quality of your marketing and the leads it generates
What we can guarantee is that every potential new client (PNC) will be treated with empathy, professionalism, and trust-building communication—giving your firm the best possible chance to convert inquiries into signed clients. With strong marketing and qualified leads, firms that work with our Dragons often see closing rates ranging from 30% to 80%.
In addition, our Dragons provide detailed feedback to your Marketing team after each PNC interaction, helping you better understand lead quality and fine-tune your campaigns for even greater results
Our Sales Plans Dragons
(Sales Representative)
Choose the Dragon plan that fits your firm’s needs and client flow:
Full-Time Dragon
A dedicated Dragon available 8 hours a day, focused on booking and managing consultations—typically every 30 to 45 minutes. Subject to bonus.
Part-Time Dragon
Flexible sales support with a Dragon handling up to 5 consultations per day. Ideal for firms that don’t need full-time coverage but still want consistent client conversions. Subject to some bonus.
Dragon at Speed Dial
A Dragon ready to step in on-demand—taking consultations whenever they arise. You only use them when needed, with fast, reliable availability. Not subject to bonus.
Full-Time Dragon
A dedicated Dragon available 8 hours a day, focused on booking and managing consultations—typically every 30 to 45 minutes. Subject to bonus.
Part-Time Dragon
Flexible sales support with a Dragon handling up to 5 consultations per day. Ideal for firms that don’t need full-time coverage but still want consistent client conversions. Subject to some bonus.
Dragon at Speed Dial
A Dragon ready to step in on-demand—taking consultations whenever they arise. You only use them when needed, with fast, reliable availability. Not subject to bonus.
Legal Assistant
Our Legal Assistants are the bridge between your attorneys, paralegals, and clients—providing reliable support that keeps your cases moving forward and your clients cared for. Their role is to hand hold clients through the processwhile giving your legal team more time to focus on strategy and casework. Here’s how our Legal Assistants help your firm:
Client Support & Hand Holding
Guide clients through next steps, answer basic questions, and make sure they feel informed and cared for at every stage.
Bridge Between Staff & Clients
Act as a point of contact between attorneys, paralegals, and clients to ensure smooth communication.
Administrative Assistance
Handle scheduling, document collection, follow-ups, and case-related coordination.
Bilingual Communication
Support clients in English or Spanish, ensuring accessibility for a wider client base.
Consistency & Professionalism
Provide dependable assistance that reflects well on your firm and reduces attorney workload.
Adaptable to Training
Learn and adjust to your firm’s specific systems, processes, and practice areas.
By taking on the day-to-day client assistance and communication tasks, our Legal Assistants give your staff the time and space to concentrate on legal work—while clients feel supported, understood, and guided every step of the way.
Our Legal Assistant Plans
Full-Time
Legal Assistant
A dedicated staff member working 8 hours per day exclusively for your firm. Your Legal Assistant will handle your cases, support your clients, and follow your internal processes—tailored to meet your specific requirements and KPIs. This professional will also adapt to any additional requirements your firm sets.
Part-Time
Legal Assistant
A dedicated staff member working 4 hours per day, focused on supporting your firm’s caseload while still providing consistent client assistance and administrative support. Like all of our staff, this professional will also adapt to any requirements established by your firm.
How this Works
Firm-Provided CRM
& Software
All case management systems (CRM) and other software must be provided by your firm. Our staff is experienced with popular platforms like Clio, HubSpot, MyCase, Lawmatics, Filevine, and Salesforce, but can be trained on any system your firm uses.
Secure
Communication
Communication tools and phone systems must also be provided by your firm, so you maintain full control over client information and data security. Our staff can work seamlessly with tools such as Aircall, OpenPhone, Dialpad, RingCentral, or any similar platform.
Consultations
& Meetings
All consultations and meetings—whether with potential new clients (PNCs), current clients, or attorneys—will be conducted via Zoom or another platform chosen by the firm. These sessions should always be recorded for quality control and accountability by the firm.
Bonuses &
Incentives
We encourage firms to include our staff in their bonus systems as a way to reward performance and loyalty. We only retain a small percentage of bonuses for tax purposes, ensuring our staff feels recognized for their contributions.
Firm Standards
Each firm is free to establish its own standards, KPIs, and workflows, which our staff will follow to ensure seamless integration.
How this Works
Firm-Provided CRM
& Software
All case management systems (CRM) and other software must be provided by your firm. Our staff is experienced with popular platforms like Clio, HubSpot, MyCase, Lawmatics, Filevine, and Salesforce, but can be trained on any system your firm uses.
Secure
Communication
Consultations
& Meetings
Bonuses &
Incentives
Firm Standards
Take the Next Step: Schedule Your Plan
Fill out the form below and our team will arrange a meeting with you to assess your needs.