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Legal Intake Call Center

A caller who reaches your firm's voicemail calls the next firm. A caller whose message sits until morning has often signed with someone else by then. Magellan's legal intake call center answers every call in your firm's name, qualifies the caller against your criteria, captures the details your attorneys need to evaluate the matter, and books the consultation before the call ends. Business hours, after hours, weekends and holidays.

At a Glance

Best For Law firms and solo practitioners whose marketing brings in calls that aren't turning into signed cases
Core Support Live intake calls, case qualification to your criteria, conflict-check details, consultation booking, intake records in your CRM, and callbacks to web leads
Coverage Business hours, after hours, weekends, and holidays
Delivery Philippines-based intake specialists working in your case management and intake systems

Answering the Call Isn't the Same as Signing the Case

Most firms that lose prospective clients on the phone don't have an answering problem. They have an intake problem. The call gets picked up, but what comes out of it is a message: "Caller re: car accident, please call back." By the time an attorney returns it, the caller has spoken to two other firms and booked a consultation with whichever one asked the right questions first.

 

Good intake closes that gap on the first call. It establishes what happened, when it happened, who else is involved and where it happened, so your attorney can tell in a minute whether there's a case, a conflict, or a deadline that can't wait. And it ends with a consultation on the calendar, not a promise to call back.

 

That's the job our intake specialists do, to your firm's criteria, on every call.

 

Most firms know this and still can't fix it, because fixing it means staffing a front desk past 5pm and through lunch — which is an expensive answer to a problem that isn't about headcount.

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What Our Legal Intake Call Center Handles

Three services, one team. Most firms start with calls and add intake or chat as volume grows.

Answering, Screening, or Full Intake?

Not every firm needs full intake on every call. We offer three levels of call coverage, and most firms mix them: full intake during business hours, for example, with answering covering the overnight hours. If you want web forms, email and chat handled by the same intake process, see our virtual legal intake services.

What a Good Intake Call Captures

Intake scripts are built with your firm during onboarding. Every script differs by practice, but a complete intake call covers the same ground:

 

  • The matter: what happened, in the caller's words, recorded accurately enough for an attorney to act on
  • Key dates: when the incident, arrest, filing or deadline occurred, so time-sensitive matters are flagged immediately
  • Jurisdiction: where it happened and where the caller lives, so out-of-area calls don't reach an attorney's desk
  • The parties: everyone involved, for the conflict check
  • Your qualifying questions: the criteria that decide whether your firm takes the matter
  • Next step: a booked consultation, a warm transfer under your escalation rules, or a clear explanation of what happens next

 

Our intake specialists don't give legal advice, quote fees, or accept representation on your firm's behalf. They gather the facts and hand every decision that needs a lawyer back to your team.

Why Firms Outsource Their Legal Front Office

Consultations Booked on the First Call

The prospect leaves the call with an appointment, not a callback they're waiting on while they phone other firms

Attorney Time Protected

Attorneys speak to qualified prospects, not to every caller who dialed the number on a billboard

Records Your Team Can Act On

Complete intake notes in your system, not a sticky note that says "call back re: accident"

After-Hours Intake, Not Just Messages

A 9pm caller gets the same intake and the same booked consultation as a 9am caller

Capacity for Campaign Spikes

Intake capacity added when a TV spot runs or a mass tort opens, without a hiring cycle

Compliance and Data Security, Built In

We know that outsourcing legal work means trusting someone else with privileged and confidential client information — and that trust is only worth extending to a partner who can show its safeguards. Magellan Solutions operates under certified security standards, documented confidentiality policies, and business-continuity planning that keep client information protected.

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Certified Standards

Magellan holds ISO 27001, PCI-DSS, and GDPR compliance — the recognized benchmarks for information security and data protection. See our certifications.

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Controlled Data Access

Network and IT infrastructure sits in secured, IT-only locations. Workstations and servers are password-protected across access levels, and physical data-entry points are disabled to prevent unauthorized transfer.

Enforceable Confidentiality

Every employee signs a confidentiality agreement before job assignment — subject to Philippine law and prosecutable on breach. Access to your data is limited to the team working your account.

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Continuity You Can Count On

Continuous data backup with off-site copies, a co-location plan with a backup center outside a 10-mile radius, and power-blackout protection — so work on your matters doesn't stop when circumstances change.

Who We Support

Personal Injury Law Firms

Incident date, injuries, treatment, insurance, and anything that bears on the statute of limitations

Family Law & Divorce Practices

Opposing party for the conflict check, children involved, and urgent matters that can't wait for a morning callback

Criminal Defense Law Offices

Charges, custody status, and the next court date

Immigration Law Firms

Current status, upcoming deadlines, and the type of case

Estate Planning & Probate Practices

Whether there's a death, an estate, or a plan to draft, and who the family members are

Employment & Labor Law Firms

Employer, dates of employment, and what happened at work

Real Estate & Business Law Practices

Property or entity details, the parties, and the deadline driving the call

Mass Tort & Litigation Groups

Your qualifying criteria for each tort, at the volume a campaign produces

Don't see your practice area? We build intake scripts to the questions your firm needs answered, whatever you practice.

Our Onboarding Process

Requirements Setting

1

1

Recruitment

2

2

Agent Training

3

3

Campaign Incubation

4

4

Campaign Go Live

5

5

Frequently Asked Questions

What does a legal intake call center do?
It answers your firm's new-client calls, takes each caller through your intake questions, captures the details your attorneys need to evaluate the matter, including conflict-check names, and books qualified callers into consultations. The result is a completed intake record in your system, not a message.
How is legal intake different from an answering service?
An answering service picks up the call and takes a message. Intake finishes the conversation: it qualifies the caller, gathers the facts, and books the consultation. If you only need calls answered and messages taken, our legal answering service covers it.
Can you screen out calls that aren't potential cases?
Yes. Solicitations, wrong practice areas and out-of-jurisdiction callers are filtered using your criteria, so they never reach an attorney. If screening and routing is all you need, see our legal call screening service.
Do your intake specialists give legal advice or quote fees?
No. They gather information and book consultations. Legal advice, fee discussions and decisions about representation stay with your attorneys.
Can you run intake for a specific practice area?
Yes. Scripts are built to your criteria during onboarding. A personal injury intake asks different questions than a criminal defense or immigration intake, and we build to the questions your firm needs answered.
Do you work in our intake or case management software?
Yes. We train to your systems rather than moving you onto ours, so intake records land where your team already works.
What happens with urgent calls and existing clients?
You set the escalation rules during onboarding: which matters go straight to an on-call attorney, which existing-client calls are transferred, and which wait for the morning. Specialists follow those rules on every call.
How fast can an intake program launch?
Most programs go live in 4–6 weeks: requirements, recruitment, training, incubation, then launch

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    Toll Free: 1 800 371 6224

    US:  +1 650 204 3191

    UK: +44 8082 803 175

    AU: +61 1800 247 724