Legal IntakeSpecialists ThatConvert Leads Into Cases
Mass Tort, MVA & PI intake with weekend, after-hours, and graveyard shift coverage.
Why Top Law Firms Choose AdvanceEdge Intake
AdvanceEdge delivers intake specialists who understand the nuances of legal case evaluation. Our agents do not just answer phones—they apply your firm's specific criteria, capture critical incident and injury details, and document everything clearly in your CRM system. With comprehensive QA monitoring and script-driven processes, every lead receives consistent, professional evaluation that protects your firm's reputation and conversion rates.
Legal-Trained Agents
Intake specialists trained specifically for Mass Tort, MVA, and PI case evaluation with proven qualification frameworks
24/7 Coverage
Comprehensive coverage across nights, weekends, and all US time zones so you never miss a qualified lead
CRM-Ready Process
Script-driven intake with clean CRM documentation and continuous QA monitoring for consistent quality
Trusted by Law Firms for 15+ Years
AdvanceEdge has built a reputation as a trusted partner in the legal services industry. Our foundation in litigation support, medical records management, eDiscovery, and court filings gives us unique insight into how cases are evaluated from the first phone call through resolution. This deep understanding of the entire legal workflow means our intake specialists don't just collect information—they identify the details that matter most to your case evaluation process.
15+
Years Supporting US Legal Services
Over a decade and a half of proven expertise in the legal industry
100%
US-Based Company with Global Delivery Centers
Strategically located global delivery centers provide comprehensive support with US-based oversight and expertise.
24/7
Qualified Cases Delivered
Real-time support for law firms across all time zones and shifts
What Our Intake Specialists Do
Answer inbound calls and web leads immediately
Qualify Mass Tort, MVA, and PI cases using your criteria
Capture comprehensive incident and injury details
Apply your firm‑specific qualification criteria
Document everything cleanly in your CRM system
Execute warm handoffs to your legal teams
Intake handled the way law firms actually need it.
Our intake specialists serve as the critical first touchpoint between potential clients and your firm. They’re trained to ask the right questions, identify red flags early, and capture the specific details your attorneys need to make fast, confident case decisions.
Every interaction follows your approved scripts and qualification criteria, ensuring consistency across all shifts and specialists. The result is a steady pipeline of well-documented, qualified leads that your legal team can evaluate and convert efficiently.
Why AdvanceEdge Intake Works Better
Built Inside Litigation Support
We're not a staffing agency. We're a legal services company that understands case evaluation from day one because we work across the entire litigation lifecycle.
Quality Over Volume
Our intake process is aligned to case quality, not call volume metrics. We focus on conversion rates and qualified leads, not just answering phones quickly.
Real Workflow Experience
Our specialists have genuine Mass Tort and MVA workflow experience. They understand medical terminology, statute of limitations considerations, and liability factors.
Proven Extended Coverage
We deliver reliable weekend, after-hours, and overnight coverage when your competitors are missing calls. No more lost leads during off-hours.
Validated Scaling
Start small and scale up confidently once quality is validated. Test our specialists' performance before committing to expanded coverage or additional campaigns.
Why Intake Is a Natural
Extension for Us
With 15+ years supporting US law firms across litigation support, medical records, eDiscovery, and court filings, we understand how cases are evaluated from day one. This comprehensive experience across the entire legal workflow gives our intake specialists a distinct advantage—they see the bigger picture.
We started supporting intake during off‑hours when firms were missing good leads that came in evenings and weekends. It quickly became apparent that intake was the fastest way for clients to assess our agent quality and workflow understanding before scaling into broader services. Many firms now start with intake and expand confidently into AdvanceEdge’s full suite of litigation support solutions once they’ve validated our quality and reliability.
Our intake specialists aren’t just trained on scripts—they’re immersed in legal operations. They understand what makes a strong case, how medical records will be reviewed, and what documentation standards your firm needs. This context allows them to capture details other intake services might miss.
How It Works
The onboarding process is straightforward and designed to get you up and running quickly. Most firms are live with intake coverage within 7-10 days of kickoff. We handle the training, quality assurance infrastructure, and ongoing optimization while you focus on converting the qualified leads we deliver.
Align on Scripts & Criteria
We review your qualification criteria, approved scripts, disclosure requirements, and CRM workflows to ensure complete alignment with your firm's standards
Dedicated Specialist Assigned
A trained intake specialist is assigned to your account, learns your specific requirements, and becomes an extension of your team
Live Intake & Documentation
Your specialist begins handling live calls and web leads, capturing all required information and documenting it cleanly in your CRM system
Ongoing QA & Optimization
Continuous quality assurance monitoring, call reviews, and process optimization ensure consistent performance and identify improvement opportunities
Compliance & Data Protection
Important Notice:
AdvanceEdge does not provide legal advice. Intake is performed strictly based on client-provided scripts and qualification criteria. Our specialists document information and apply your evaluation standards—all case decisions remain with your legal team.
Your intake needs are unique, and our coverage model adapts accordingly. Whether you need a single specialist covering weekends or a full team handling multiple campaigns across all shifts, we configure resources to match your operational requirements.
Many firms start with after-hours coverage to test our quality, then expand to full-time specialists once they see the conversion rates. Others use us exclusively for overflow during high-volume marketing campaigns. The flexibility is yours.
Coverage That Fits Your Operation
Flexible Scheduling
Full-time or part-time specialists configured to match your exact coverage needs and call volume patterns
Extended Hours
Comprehensive weekend, after-hours, and graveyard shift coverage across all US time zones
Campaign Support
Single or multi-campaign support with specialists trained on different case types and qualification criteria
Scalable Growth
Easily scale up coverage as your volume grows or during marketing campaign surges
Frequently Asked Questions
Answers You Need. Results You Trust. Your Edge in Mass Tort Success.
A legal intake specialist handles the first interaction with potential clients by answering calls, qualifying cases based on firm-specific criteria, documenting details in the CRM, and ensuring a smooth handoff to the legal team. At AdvanceEdge, our intake specialists are trained in Mass Tort, Personal Injury, and MVA workflows, so they capture information that matters for case evaluation, not just basic contact details.
Stop Losing Good Cases at Intake
Every missed call is a potential case lost to a competitor. Every poorly qualified lead wastes your attorneys' valuable time. Your intake process is too critical to leave to chance or inconsistent coverage.
Start with intake. Validate quality. Scale with confidence.
Most firms begin with a single specialist covering their highest-value time periods— typically evenings and weekends when leads come in but staff isn't available. Within 30 days, you'll have clear data on conversion rates, lead quality, and ROI. Then you can scale up with confidence, knowing exactly what you're getting.
AdvanceEdge intake specialists become an extension of your team, representing your firm professionally while capturing the details your attorneys need to make fast case decisions. The result is more qualified leads, higher conversion rates, and the peace of mind that comes from knowing no good case slips through the cracks.