Firms with a strong intake team that needs overflow support
Intake Support
Support your intake team without rebuilding it.
Telamanis adds overflow response, callback discipline, CRM completion, and follow-up support around your existing intake operation.
Managed service laneIntake & File Development
Criteriafirm defined
Follow-upowned
CRMkept current
Intake Support Layer
Overflow capacity for intake teams that need consistency.
If you already have an intake team, we can support the parts that leak time: callbacks, CRM completion, follow-up, status cleanup, and lead documentation.
Owned callback and follow-up queues
Required intake records and CRM fields
Scoped support around the internal intake team
Operational Diagnosis
Overflow intake leaks value when follow-up is informal.
Callbacks, unsigned qualified leads, incomplete forms, and CRM cleanup often fall behind when the internal intake team is focused on live conversations.
Telamanis Answer
Telamanis supports the repeatable intake work around the team.
The workflow defines which callbacks, fields, lead statuses, nurture steps, and closure rules Telamanis owns so internal staff can focus on higher-value conversations.
Lead criteria, callback rules, fields, and escalation clarified before support beginsCRM notes, statuses, and follow-up tasks maintained with a consistent standardQualified leads followed until signed, declined, referred, or closed with clear notes
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 losing time to callbacks, CRM completion, or unsigned-lead follow-up
Owners who want intake support without rebuilding the front office
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.
Define lead criteria
Clarify which leads, callbacks, fields, and follow-up paths Telamanis should own.
Train scripts
Train staff on scripts, criteria, CRM fields, disqualifiers, and escalation rules.
Capture and score
Document lead facts, update CRM status, and score next steps based on firm criteria.
Follow up until signed or closed
Run follow-up until the lead is signed, declined, referred, or closed with clear notes.
Questions Owners Ask
Clear answers before you add another moving part.
How is intake support different from case intake?
Case intake can own the front-door workflow. Intake support usually supplements an existing team with callbacks, CRM completion, follow-up, and lead documentation.
Can Telamanis work around our existing intake team?
Yes. The support model should define which tasks Telamanis owns and when internal staff or attorneys should be brought in.
What happens to leads that do not sign immediately?
The workflow should define follow-up ownership, timing, CRM status, closure rules, and notes so qualified leads do not disappear.
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