Firms missing qualified leads because follow-up is inconsistent
Case Intake
Build a controlled workflow for lead capture.
Telamanis intake staff answer, qualify, document, route, and follow up using your criteria, scripts, escalation rules, and CRM fields.
Managed service laneIntake & File Development
Criteriafirm defined
CRMkept current
Escalationmapped
Front Door Layer
A controlled front door with clear lead discipline.
Intake is not just answering the phone. It requires qualification, empathy, required facts, conflict and case-fit screens, defined routing, and follow-up discipline. Telamanis organizes those controls into one managed front-door workflow.
Firm criteria applied to every intake record
Required facts and escalation rules before attorney handoff
Lead-source, follow-up, and case-fit reporting
Operational Diagnosis
Lead volume is not the same as lead control.
Intake breaks when calls are answered but qualification, empathy, facts, conflict screens, routing, and follow-up are inconsistent.
Telamanis Answer
Telamanis makes intake a controlled front-door workflow.
We map criteria, scripts, CRM fields, escalation, routing, and follow-up ownership before qualified leads are handed off.
Firm criteria translated into questions, screens, routing, and escalationCRM fields, call notes, task creation, and follow-up rules kept togetherReview of lead quality patterns, missed facts, and handoff gaps
Best Fit
Where this service fits the operating model.
The goal is not to add activity. The goal is to put the right work into a managed lane with visible ownership, review, and escalation.
Teams that need defined intake documentation before attorney review
Owners who want intake tied to CRM status and source quality
Installed Workflow
How this gets put into production.
The service is deployed as a managed workflow, with clear ownership, QA, escalation, and reporting from the start.
Map intake criteria
Translate your case criteria into questions, disqualifiers, urgency rules, conflict screens, and escalation triggers.
Build scripts and fields
Set up scripts, CRM fields, status options, follow-up tasks, and call documentation standards.
Route qualified leads
Route qualified leads to the right internal owner with clean notes, next steps, and follow-up ownership.
Report lead quality trends
Review conversion patterns, missed facts, source quality, and follow-up performance.
Questions Owners Ask
Clear answers before you add another moving part.
Is intake support only call answering?
No. The workflow includes qualification, documentation, CRM updates, escalation, routing, and follow-up discipline.
Can Telamanis use our case criteria?
Yes. The intake workflow should be built around the firm's case-fit rules, urgency signals, disqualifiers, and escalation path.
What should intake report back to the firm?
The firm should see lead quality, missing facts, source patterns, follow-up status, and any decision points that need internal attention.
Want this workflow off your team's plate?
Request a systems review and we will map the service path that fits your firm.
Request Your Systems Review