Services
Our Live Agents Handle
Inbound Calls
Outbound Calls
SMS
Chat
24/7 Inbound Intake
- Live call answering to ensure you never miss a new client.
- Tailored scripts based on your firm’s criteria.
Outbound Intake
- U.S. based agents making proactive calls to prospects from your lead forms and chats.
- Quick response to enhance client engagement.
Relentless Follow Up
- 90 days of follow-up with potential clients to attempt to screen and sign.
- Outreach is performed via Phone Calls, Chat, SMS and Email included in our services.
Retainer and Document Services
- Electronic agreements sent to prospective clients at no additional cost.
- Set custom criteria to qualify potential clients and get them signed on the spot.
Technical Integrations
- Seamless integration with your existing systems.
- Access to detailed reporting and analytics.
Customized Reporting
- Comprehensive reports on intake performance.
- Insights to optimize your lead acquisition strategy.
Secure Conversations, Messages, Data, and Documents:
- Encryption
- Enterprise-Level Data Storage
Contact us today to learn how we can help your firm grow and thrive.
