Structured, consistent new-matter intake management — so nothing falls through the cracks.
Every new matter deserves a clean, consistent entry point. CounselWorks intake services ensure that every potential client is captured, documented, and routed correctly — with full reporting for attorney review.
Our intake process is designed to slot into your existing workflow with minimal disruption. We configure templates, reporting cadences, and communication flows to match your firm's standards.
Firms adding volume faster than internal staff can handle. Intake outsourcing absorbs the surge without a permanent hire.
Attorneys who are handling intake themselves and losing billable time. Outsourcing intake reclaims 5–10 hours per week.
Firms with inconsistent intake protocols across teams. We bring standardization and reporting across practice groups.
From $1,990/month. Schedule a call and we'll walk through your current intake workflow in 30 minutes.