Client Intake Specialists

Your firm’s success starts with the client intake process, and first impressions matter. We specialize in providing skilled client intake specialists trained to manage these crucial interactions with precision and professionalism.

Our intake specialists are experts in the American Legal System and ensure accuracy and efficiency in every step of the intake process. Whether your focus is on Personal Injury, Family Law, Immigration, or other practice areas, our team ensures all client details are:

Captured accurately during the first interaction.
Documented thoroughly for easy reference.
Communicated effectively to your legal team to streamline workflows.

With Turbo Staffing, you can trust that your clients’ first experience with your firm reflects the care and attention they deserve.

Client Intake Training

Client Communication Skills:

Our specialists are trained to communicate effectively and empathetically with clients, gathering essential information while maintaining professionalism.

Conflict-Check Systems:

Specialists are well-versed in conflict-check processes to ensure compliance and avoid potential ethical violations.

Initial Case Assessment and Documentation:

They can handle intake forms and initial case evaluations, ensuring that all necessary client details are accurately recorded.

Legal Database Management:

We ensure they are skilled in managing client data securely and efficiently within your legal database systems.

Frequently Asked Questions

How do your intake specialists handle confidential information?

Our specialists are trained in confidentiality protocols and handle client data securely, adhering to legal privacy standards.

Can they work with specialized case management systems?

Yes, our specialists are proficient in various case management systems such as Clio, MyCase, and PracticePanther.

Are TurboStaffing intake specialists familiar with various legal practices?

Yes, our specialists are trained across different practice areas, including personal injury, immigration, and family law.

How do I onboard a remote intake specialist?

We assist with the onboarding process, ensuring that the specialist integrates seamlessly into your existing workflow.

What’s the typical response time for client inquiries?

Our intake specialists respond to client inquiries within 24 hours, ensuring prompt and professional communication.