Toll Free: 1 800 371 6224 | US: +1 650 204 3191 | UK: +44 8082 803 175 | AU: +61 1800 247 724 | Philippine Local No: 63-2-83966000

Toll Free: 1 800 371 6224 | US: +1 650 204 3191 | UK: +44 8082 803 175 | AU: +61 1800 247 724 | Philippine Local No: 63-2-83966000

A blog banner for When Exactly Do You Need a Virtual Assistant Philippines BPO?
When Exactly Do You Need a Virtual Assistant Philippines BPO?
The Best Support For Outbound Telemarketing Is CRM
Why We Are The #1 Telecom BPO Provider

Home | Blog | What Makes an Effective Legal Intake Call Center?

What Makes an Effective Legal Intake Call Center?

By Yelyna

Updated on April 29, 2024

Looking for an accurate quote for your outsourcing needs?

Schedule a call with our outsourcing expert now and get a precise quotation that meets your requirements. Don't wait - get started today!

What Makes an Effective Legal Intake Call Center?

Law firms make legal representation accessible to anyone who needs it, and while serving the honorable purpose of helping people recognize and protect their rights as citizens of the country, it’s an enterprise just as much as any other operating establishment.

As legitimate businesses, law firms have their own form of sales processing – intake process.

The intake process is an important part of the overall client lifecycle. It’s essentially the series of steps required to convert prospects into paying clients. In other words, it’s the law firm sales process. Specifically, it is a 24-hour service that specializes in receiving, answering, and handling calls directed to your law firm. 

An excellent intake system will be more beneficial for your firm’s bottom line than just another legal marketing campaign. It’s critical that you choose to outsource legal intake rather than waste money due to unanswered, unreturned, or improperly answered calls.  

What Makes an Effective Client Intake Process 

Despite its importance, very few law firms have exerted any effort into optimizing their intake process. A poorly-developed intake process can result in disorganization, wasted time, and lost revenue as potential clients slip through the cracks.

Magellan Solutions offers prime legal intake call center services. As we want to help you build your law firm and keep your intake process smooth and effective, we offer only the best value for your expense.

To help you familiarize yourself in recognizing effective intake process, here are they stages in an effective client intake process whose quality is as essential as the legal services you provide.

Acquiring and nurturing leads

The client intake process begins whenever you capture a potential client. Leads might come via:

  •         Referrals
  •         Advertising campaigns
  •         Website traffic
  •         Variety of other channels


Client intake process should begin at the exact moment when you receive the initial contact. Whether it be a phone call, email, or contact form submission. 

Scheduling a consultation

Once you’ve acquired a lead and started to build their trust, the next milestone in the intake process for most firms is scheduling an initial consultation. You get the opportunity to learn more about the legal matter at hand. Given the importance, consultations are worth spending the time to develop a good process.  With this, you ensure that people will show up. 

Gathering information

The core of the client intake process. Usually begins right when a new lead comes in. This step can be optimized for organization and efficiency. We also optimize according to your law firms’ needs.  

Drafting & signing the fee agreement

The final step is to get the fee agreement drafted and signed. Then you open the matter for billing in your case management system. This is important as any other step as it is where the attorney-client relationship is formalized. It is where the client agrees to pay your fees. The key element to focus on at this stage is making the sign-up flow as easy as possible for both parties.

Outsource the Best LPO Services from the Best in the Market 

As lawyers, you should not be deprived of the focus and concentration that you need to fulfill your civil duty upholding the law and providing vital legal services to your clients. 

Here in Magellan Solutions, we understand the impact of your work and reputation. We offer not only the best and most knowledgeable agents but a wide selection of legal process outsourcing (LPO) services: 

A service for transcribing audio or audio/video recordings. It can also cover interviews and court hearings. The resulting transcript is already formatted for legal use. 

Collect bills from your clients efficiently. No need to collect bills yourself. You don’t have to worry about missed payments anymore, as well.

  • Legal appointment service 

Receive calls and set appointments 24/7. This service also equips you with a virtual receptionist, who’s available round the clock. 

Here at Magellan Solutions, we offer only the best for your business. Sign up below and get a free consultation today.


    You can also contact our numbers:

    Want to know more?

    Explore our services further by filling out the form below, and we'll reach out to you soon!

      Give us a call!


      1 800 371 6224

      United States: 

      +1 650 204 3191

      United Kingdom:

      +44 8082 803 175


      +61 1800 247 724



      Get a custom quote & unlock outsourcing potential.


      What Makes an Effective Legal Intake Call Center?


      Related Articles