Firms whose qualified leads lose momentum after the first call
Case Intake
Trained intake staff. A complete lead handoff.
Your intake specialist answers, screens, documents and follows up using your firm’s criteria. Internal staff receive the facts, next action and escalation they need to review a lead.
Managed staff workIntake & File Development
Stafffirm-trained
Criteriafirm-defined
Handoffdocumented
The people doing the work
Give your front door a responsible owner.
Lead capture takes empathy, careful questions and consistent follow-up. Telamanis staff own the agreed intake work; your firm sets case criteria and makes the decisions that require legal judgment.
Required facts captured
A next owner for every lead
Qualified unsigned leads followed up
Intake preparation
Practice the questions. Review the handoff.
Staff prepare for PI intake, empathy, scripts and escalation. Firm-specific alignment defines which facts to capture and when to bring in an internal reviewer. Managers review missing facts and handoff quality.
Lead handoff
Useful facts before attorney review.
The handoff shows what the caller reported, which criteria were applied, what remains uncertain and who acts next. Contact and recording practices follow the agreed operating process.
Complete required lead fields and call notesRoute urgent or uncertain issues to the firmAssign the next callback or internal review
Where the role helps
Match the capacity to your team.
The proposal defines the assigned work, supervision, review and tool access. Compare the managed staffing scope.
Teams needing complete lead records before attorney review
Owners who want intake quality and follow-up made visible
The PI process
From source input to the next owner.
A completed task has a documented result, a review status and a clear next handoff.
STEP 01
Set the criteria
Translate firm criteria into questions, disqualifiers, urgency signals and escalation rules.
STEP 02
Capture the conversation
Record the required facts, source and uncertainty in the agreed case system.
STEP 03
Review and route
Check the record and route qualified or sensitive leads to the appropriate internal owner.
STEP 04
Own the next action
Maintain follow-up status until the firm-approved disposition or handoff is documented.
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.
Define the case intake work your team needs.
A Guided Systems Review maps the role, work product and handoffs to your firm’s case volume and existing systems.
Request Your Systems Review