Home Services ↓ Remote Legal Staffing ↓ Medical Records ↓ Demand Packages ↓ Case Intake ↓ Pre-Litigation ↓ Document Review ↓ CRM Data Entry How It Works Pricing Results Resources About Contact Free Analysis →
CASE INTAKE

Case Intake & Lead Screening

Never miss a qualified lead again. 24/7 intake screening with AI-driven qualification and empathetic human follow-up — every potential client handled with care and precision.

Missing Qualified Leads or Wasting Time on Non-Viable Cases Is Costing Your Firm Revenue

Every missed call is a missed case. When potential clients reach your firm outside business hours, on weekends, or during peak call volume, they don't wait — they call the next firm on their list. Studies show that 67% of callers who reach voicemail never call back, and the average PI lead contacts 2–3 firms before retaining one.

On the flip side, your team wastes valuable hours fielding calls from people with non-viable claims, tire-kickers, and cases outside your practice areas. Without a systematic screening process, good leads get lost in the noise, and your attorneys never see the cases that should be on their desk.

The True Cost of Poor Intake

  • 67% of callers who reach voicemail never call back
  • $5,000–$15,000+ average cost per lead from marketing spend
  • 30–50% of intake time wasted on non-viable inquiries
  • After-hours leads lost to competitors who answer 24/7
  • Inconsistent screening means good cases get improperly rejected

24/7 Intake Screening with AI Qualification and Human Judgment

Telamanis intake specialists answer every call, screen every lead, and enter every qualified case directly into your CRM — 24 hours a day, 7 days a week, 365 days a year.

1

Immediate Response

Every inbound call, web form, and chat inquiry is answered within seconds by a trained intake specialist — day, night, weekends, and holidays. No lead reaches voicemail.

2

Empathetic Screening

Our specialists use your firm's custom intake scripts to gather case details with genuine empathy. TelaBrain AI scores lead viability in real time, guiding the conversation to capture all critical information.

3

AI-Powered Qualification

TelaBrain evaluates each lead against your firm's case criteria — injury type, liability indicators, statute of limitations, jurisdiction, and treatment status — providing an instant qualification score.

4

CRM Entry & Attorney Notification

Qualified leads are entered directly into your CRM with complete intake data. High-value leads trigger immediate attorney notifications. Follow-up tasks are scheduled automatically.

Deliverables & Features

Screened & Scored Leads

Every lead is screened against your firm's criteria and assigned a viability score. Your attorneys only see qualified cases, ranked by potential value and urgency.

Complete Intake Forms

Detailed intake forms capturing incident details, injury information, treatment history, insurance data, witness information, and all other relevant case facts.

Direct CRM Data Entry

All intake data entered directly into your case management system — no re-keying, no data transfer errors. New matters created and tagged according to your workflow.

Follow-Up Scheduling

Automated follow-up scheduling for leads who need callbacks, additional documentation, or attorney consultations. No lead falls through the cracks.

Real-Time Notifications

Instant alerts to designated attorneys when high-value leads come in. SMS, email, or in-app notifications ensure your team can act fast on the best opportunities.

Intake Analytics

Weekly and monthly reports on call volume, lead sources, conversion rates, and qualification metrics. Understand which marketing channels deliver the best cases.

Frequently Asked Questions

Yes. Our intake specialists answer every call using your firm's name, greeting, and custom scripts. Callers have no idea they are speaking with an outsourced team. We match your firm's tone — whether that's warm and empathetic, professional and direct, or somewhere in between. Your brand experience is seamless from the first ring.

Non-qualifying leads are handled with the same professionalism and empathy as qualified ones. We politely explain that the case may not be the right fit, offer to provide referral resources if you choose, and log the interaction in your CRM for tracking purposes. You can also set up referral workflows to partner firms for case types you don't handle.

Absolutely. During onboarding, we work with your team to define your exact qualification criteria — case types, jurisdictions, minimum injury thresholds, statute of limitations parameters, and any other factors that matter to your firm. We also build custom intake scripts with the specific questions your attorneys want answered. These criteria can be updated at any time as your firm's focus evolves.

TelaBrain AI evaluates each lead in real time based on the criteria you define. As the intake specialist gathers information, the AI scores factors like injury severity, liability clarity, treatment status, insurance coverage, and jurisdiction. The resulting score helps prioritize leads and ensures that the most valuable cases get immediate attorney attention. The scoring model improves over time as it learns from your firm's actual case outcomes.

Yes. Our intake service covers all channels: inbound phone calls, web form submissions, live chat inquiries, email leads, and even text messages. Every lead, regardless of how it arrives, goes through the same screening and qualification process. Web form leads receive a callback within minutes, ensuring the fastest possible response time across every channel.

Never Miss Another Qualified Lead

See how Telamanis 24/7 case intake can capture more cases and maximize your marketing ROI.

Ready to See How This Works for Your Firm?

Get a free workflow analysis with cost savings projections — no obligation.

Get Your Free Analysis →
Get Your Free Analysis →
💬