Want' Solution

Get in touch with us →

Outsourced Case Intake Services

TLB is a leading legal intake service provider and has helped several attorneys and practices grow their businesses and be successful in the competitive marketplace. We provide high-quality legal intake solutions that are customised to your exact needs and requirements.

Outsourced case intake services involve engaging third-party providers like TLB to handle the initial intake and screening of potential cases for law firms or legal organizations. These services are designed to efficiently and effectively manage the process of evaluating and qualifying new client inquiries or potential legal matters.

Here are some common elements of outsourced case intake services

Initial Contact and Communication:

TLB can act as the first point of contact for potential clients and handle phone calls, emails, or web inquiries from individuals seeking legal assistance. TLB can gather essential information about the potential case, such as the nature of the legal issue, relevant dates, parties involved, and any supporting documentation.

Data Collection and Documentation

TLB can collect relevant data and documents from potential clients during the intake process. This may include personal information, contact details, incident descriptions, medical records, contracts, or any other relevant information needed for evaluation.

Initial Assessment and Screening:

TLB can assess the potential cases based on predetermined criteria or instructions provided by the law firm. TLB can evaluate the viability of the case, determining if it falls within the firm's practice areas and meets the necessary requirements for further consideration. This assessment helps filter out cases that do not align with the firm's expertise or do not meet specific criteria.

Case Prioritization and Routing:

Once the initial assessment is complete, TLB can prioritize and route qualified cases to the appropriate attorney or legal team within the law firm. This involves categorizing cases based on urgency, complexity, practice area, or other predefined factors to ensure proper allocation of resources.

Appointment Scheduling:

TLB can assist in scheduling initial consultations or appointments between potential clients and attorneys. TLB can manage calendars, coordinate availability, and communicate with both parties to ensure smooth scheduling.

Client Relationship Management:

During the case intake process, TLB can maintain communication with potential clients, keeping them informed about the progress of their inquiry or case. TLB can provide updates, answer basic questions, and address any concerns or follow-up inquiries.

Data Management and Reporting:

TLB can employ case management software or databases to capture and organize the intake data. TLB can generate reports and provide analytics related to case intake volume, case types, conversion rates, or other relevant metrics to help law firms assess their performance and make data-driven decisions.

Outsourcing case intake services can bring several benefits, including increased efficiency in handling inquiries, improved client experience during the initial contact phase, streamlined data management, and the ability to focus on core legal work. It allows law firms to ensure proper evaluation and prioritization of potential cases while optimizing their resources.

Why Outsource Case Intake Services to TLB?

Outsourcing case intake services to TLB offers several advantages to law firms and legal organizations:

Improved Responsiveness:

Outsourcing to TLB can ensure a prompt response to potential clients. By having a dedicated team managing initial inquiries, law firms can provide timely and professional communication, enhancing the overall client experience and satisfaction.

Scalability and Flexibility:

TLB can scale their resources based on the volume of inquiries. During periods of high demand, such as marketing campaigns or peak seasons, TLB can quickly ramp up their capacity to handle a larger influx of potential cases. Conversely, during slower periods, TLB can adjust their resources, accordingly, avoiding underutilized staff.

Cost Savings:

Outsourcing to TLB can be cost-effective compared to hiring and training an in-house team. Law firms can avoid expenses associated with recruitment, salaries, benefits, office space, and technology infrastructure. Additionally, outsourcing to TLB allows for a variable cost structure, as firms only pay for the services utilized.

Expertise and Specialization:

TLB specializes in efficiently managing the intake process. TLB has experience in gathering relevant information, conducting initial case assessments, and routing cases to the appropriate legal teams. TLB’s expertise in case intake procedures can result in more accurate and efficient evaluations of potential cases.

Focus on Core Legal Work:

By outsourcing to TLB, law firms can free up their internal resources, allowing attorneys and legal staff to concentrate on core legal work. Instead of spending time on administrative tasks and initial client screenings, attorneys can focus on providing legal advice, strategizing cases, and advocating for their clients.

Consistent Processes and Quality Assurance:

TLB follows standardized processes and protocols for case intake. This consistency helps ensure that each potential case receives thorough and consistent evaluation and treatment. Quality assurance measures implemented by TLB helps maintain a high level of service and accuracy.

Enhanced Efficiency and Productivity:

Outsourcing case intake services to TLB will streamlines the intake process, resulting in increased efficiency and productivity. TLB leverages technology and automation tools to streamline data collection, organization, and reporting, reducing manual effort and improving overall workflow.

Access to Data and Analytics:

TLB offers reporting and analytics capabilities and can provide law firms with valuable insights and metrics on case intake volume, conversion rates, lead sources, and other relevant data. This information helps firms make data-driven decisions, optimize marketing strategies, and allocate resources effectively.

TLB’s Case Intake Services

TLB is a legal intake company with decades of experience in providing top-notch services to clients. We understand that every legal practice is unique and that's why we have a range of offerings to match your specific needs. Here's what you can expect from our legal intake services:

How it works

Frequently Asked Questions