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Legal Intake Services That Answer, Screen, and Sign New Clients 24/7

LCC’s legal intake services put a live, U.S.-based intake team on every call, web form, chat, and email your firm receives, 24/7/365. We screen each prospect against your case criteria, send your retainer for e-signature, and post the intake to your case management system, so your attorneys start the day with signed cases instead of voicemails.

24/7/365 Live Answering

U.S.-based specialists answer nights, weekends, and holidays.

Lead Qualification

Every caller is screened against your case criteria.

Custom Intake Scripts

Built around your case criteria and your firm’s tone.

Retainer Signing

E-signature, mail, or callback signing for qualified cases.

Case Management Integration

Intakes posted to your software in real time.

Legal intake for law firms

A U.S.-based intake team that answers, screens, and signs your new clients.

Legal Conversion Center (LCC) is a U.S.-based legal intake company in Fort Worth, Texas, that answers, screens, and signs new clients for law firms, especially personal injury firms, in all 50 states. We also handle Social Security Disability and mass tort intake, and we work with the legal marketers who generate those leads.

Comparing legal intake solutions? Here’s what our service includes, how it works, and what it costs to start.

legal intake services

Our legal intake services are built to:

  • Make sure no lead is missed, with live answering 24/7/365.
  • Give every caller a calm, respectful first conversation.
  • Screen each caller against your case criteria, so only qualified cases reach your attorneys.
  • Get retainers signed by e-signature, mail, or callback.

Our approach to legal intake

We don’t just answer phones. We gather the facts of the case, screen the prospect, and guide each qualified caller to a signed retainer. Our method combines:

  • Empathy: Every caller is treated with care and respect.
  • Professionalism: Our intake specialists represent your firm as an extension of your team.
  • Precision: Every prospect is screened against your case criteria, so your attorneys focus on the cases that matter.
  • Efficiency: Live answering around the clock, so no call goes unanswered.

Hand us your next after-hours call

Book a free consultation and we’ll show you how our intake team would screen and sign your leads. Call (833) 522-3683.

What Is Legal Intake?

Legal intake is the process a law firm uses to turn an inquiry into a client. It covers answering the first call or web lead, gathering the facts of the case, screening the prospect against the firm’s criteria, and, for qualified cases, signing the retainer and entering the new matter into the firm’s case management system.

A legal intake service handles that process for the firm, from the first ring to the signed contract. See the staffing and technology behind it in our legal intake call center overview.

What Do Our Legal Intake Services Include?

Every account starts with live intake. You add the pieces that fit your practice, with no extra charge for adding intakes. For an overview, visit our legal intake support services hub.

How Our Personal Injury Intake Process Works, Step by Step

Here’s what happens when a car accident lead calls your firm at 10 p.m. on a Saturday. The same steps apply to every PI case type. For PI-specific details, see our page on intake for personal injury law firms.

  • 1. Answer. We answer live, using the greeting and tone in your script.
  • 2. Capture the facts. Accident date and location, how it happened, injuries and treatment, insurance, and contact details.
  • 3. Screen. We check each answer against the case types you accept.
  • 4. Route. Qualified callers get a retainer, a warm transfer, or an appointment, whichever you prefer. Everyone else is handled courteously and documented.
  • 5. Sign. We send the retainer for e-signature during or right after the call, with a Spanish walkthrough when needed.
  • 6. Follow up. Unsigned prospects go into a callback program, and unanswered web leads get multi-attempt call, text, and email follow-up.
  • 7. Update. We update your system in real time, and you track every lead in our client portal.

How We Qualify Leads Against Your Case Criteria

Your criteria become decision points in the script, so every specialist applies the same rules on every call. For a personal injury firm, common screening points include:

  • When and where the accident happened, and whether it falls inside your state’s statute of limitations
  • Who was at fault, and whether there’s a police or incident report
  • Injuries, treatment so far, and the providers involved
  • Auto, health, and liability insurance details
  • Whether the caller has already hired another attorney
  • Case types you decline, such as property-damage-only claims

You decide what happens at each decision point, whether that’s a retainer right away or an attorney on the line first, and we update your criteria whenever your caseload changes.

We’ll turn them into a working intake script and walk you through a sample intake on your consultation. Call (833) 522-3683.

Contract Acquisition: Getting the Retainer Signed

We’ve provided contract acquisition for single-event cases since 2012, and our team was one of the first in the industry to offer customized contract acquisition services to law firms.

Digital retainers go out for e-signature during or right after the call. Prospects who prefer paper get a mailed retainer with follow-up. There’s no extra charge for getting contracts signed on qualified callers.

Integrations, Reporting, and Follow-Up

Intake data posts to your case management system in real time. We work with cloud-based platforms including Clio, Filevine, Law Ruler, Lead Docket, Litify, and MyCase, and we build custom API integrations when you need them.

Track leads and signed contracts in My Legal Portal, our bilingual client portal. Follow-up emails go out from your firm’s own domain.

Spanish-Language Legal Intake

Our U.S.-based, bilingual intake specialists handle Spanish-speaking callers from the first question to the signed retainer. If you advertise to Spanish-speaking communities, our Spanish intake for law firms lets those callers complete the whole intake in their own language.

Compliance and Call Quality

Our software is HIPAA compliant, every rep is HIPAA trained and certified, and we follow TCPA and Do Not Call rules, with our own internal DNC list on top of the national registry. Learn how we approach call center compliance.

Our QA team grades thousands of calls each month on a proprietary 32-point system, and you’re welcome to audit calls yourself.

How Much Do Legal Intake Services Cost?

Pricing is simple: per-minute billing for inbound calls or a per-lead option, with no minimums and no overage fees. Contracts signed on qualified callers, added intakes, custom reporting, and portal access cost nothing extra.

Typical setup takes 7–10 business days. Service is month-to-month with no long-term contract. For how pricing models compare, see our guide to attorney answering service pricing.

Who Uses LCC for Intake?

  • Personal injury firms: Most of our clients, with cases from car and truck accidents to premises liability and wrongful death.
  • Social Security Disability firms: Screening scripts, SSA-1696 information collection, and electronic fee agreements through our SSD intake team. Our SSD clients see an average increase in signed SSD cases.
  • Mass tort firms: High-volume campaign intake, screening, retainers, and document collection through mass tort intake.
  • Firms in other practice areas: Medical malpractice, immigration, family law, criminal defense, and more, each with a script built around that firm’s case criteria.
  • Legal marketers and agencies: Lead generators use us to answer and qualify leads at scale before they reach the firm.

Wherever your clients are, we take the call. See our legal intake coverage in all 50 states, or call (833) 522-3683 and ask for a sample intake script.

Frequently Asked Questions

It answers a law firm’s new inquiries, gathers the facts of each case, screens prospects against the firm’s criteria, and moves qualified callers to the next step. At LCC, that step is usually a signed retainer, a warm transfer, or a booked consultation.

An answering service takes messages. Legal intake screens the caller, captures case details, and can get the retainer signed on the same call. Many firms use both: full intake for new case leads, and simpler legal intake phone services for routine calls.

Yes. Your criteria are built into the script, so only callers who meet them get a retainer, transfer, or appointment. Your team spends its time on cases you want.

Both. We answer phone calls, web forms, live chat, and email. New web inquiries get a callback within minutes, then a multi-attempt call, text, and email plan if the prospect doesn’t answer.

Yes. We’re headquartered in Fort Worth, but we provide professional legal intake services to firms in all 50 states, with U.S.-based specialists working 24/7/365.

What your firm gets

Higher Conversion Rates

More of your leads become signed cases instead of voicemails.

Time Savings

Your attorneys start the day with signed cases, not a call-back list.

Better Caller Experience

Every caller reaches a trained, live person who treats the inquiry with care.

Room to Grow

Add intakes and services as you grow, with no extra charge for adding intakes.

Why Choose Legal Conversion Center

LCC is a U.S.-based legal intake company in Fort Worth, Texas. We answer, screen, and sign new clients for law firms in all 50 states, especially personal injury firms.

Turn more of your leads into signed cases

Get a free consultation and see how law firm intake services from LCC fit your practice. Month-to-month, no long-term contract. Call (833) 522-3683.