Intake Support

Keep your intake team focused on live conversations.

Telamanis support staff own the agreed callbacks, unsigned-lead follow-up and CRM completion around your existing intake team. Each assigned lead has a next action and a documented result.

PI case-lifecycle rail connecting intake, records, liability, review, and reporting stages.
Managed staff workIntake & File Development
Callbacksowned
Scriptsfirm-aligned
Follow-upvisible

The people doing the work

A second set of hands for the work between calls.

An effective internal intake team can still lose time to incomplete records and unanswered callbacks. Add trained support for that repeatable work without changing who controls your front door.

Internal team stays on live calls
Assigned follow-up has an owner
Lead records leave fewer gaps

Role preparation

Train around the team you already have.

Staff learn your scripts, criteria, statuses and escalation path. The support plan identifies which tasks remain with internal intake and which are assigned to Telamanis.

See Training & Supervision →

Follow-up report

See where each assigned lead stands.

Managers can review completed callbacks, outstanding attempts and incomplete records. Follow-up follows the agreed schedule and closure rules; a signed case remains a firm decision, not a promised outcome.

Record contact attempts and the reported factsKeep status and the next action currentEscalate unclear responses or decisions to the internal team

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.

01

Established intake teams needing callback and documentation capacity

02

Firms with unsigned qualified leads waiting for follow-up

03

Managers who want overflow support with clear boundaries

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

Assign the support queue

Define the leads, callbacks and fields Telamanis should own, plus coverage and escalation.

STEP 02

Prepare the staff

Align scripts, documentation standards and firm-approved communication practices.

STEP 03

Work the follow-up

Complete assigned calls and records, keeping attempts, status and next action visible.

STEP 04

Return the handoff

Report completed work and unresolved items to the internal intake owner.

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.

Define the intake support 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
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