Turnkey Call Center New Client Onboarding for Law Firms

Client Contact Information

Law Firm Name *

Primary Contact First & Last Name

Primary Contact Phone Number *

Primary Contact Email *

Would you like to provide alternate contact information? *

Turnkey Call Center Service Information

When do you plan to have our team handle your calls? Please select the option that best fits your needs: *

24/7

Nights, Weekends, & Holidays Only

Daytime Overflow + Nights, Weekends, & Holidays

Other

How would you like to be notified of a new call? *

SMS

Both Email & SMS

Firm Information

We use the following information to create comprehensive support documentation to help us understand your law firm and better assist your clients. Please complete each section with as much detail as possible.

Please Provide a Brief Description of Your Firm: *

Firm name as it should be said when answering the phone: *

Primary Office Location

Street Address *

State *

City *

Postal code *

Do you have any additional office locations? *

Primary Business Phone Number *

Year Established *

Website URL *

Case Types

Please list the types of cases your firm handles.

For each case type, include the following:

Practice Area (e.g., Personal Injury, Family Law, Criminal Defense)
Specific Case Types (e.g., Car Accidents, Child Custody, DUI Defense)
Any Notes or Limitations (e.g., “We only handle felonies,” or “We do not take slip-and-fall cases”)

Case Types Handled by the Firm: *

How would you like us to respond to intake calls for case types your firm does not accept? *

Service Area

States/Counties/Regions Served *

Any notable exceptions or limitations to your service area? *

How would you like us to respond to intake calls for cases outside of your service area? *

New Intake Information

Information to Collect for New Case Intakes

We collect the following primary information on all new case intakes:

First & Last Name
Address
Phone Number
Caller ID Phone Number
Email Address
Best Time to Reach the Contact
Primary Language of the Caller
Case Type
Case Details
Have They Consulted With Another Attorney
How Did They Hear About The Firm

If the person is calling on someone else's behalf, we collect the following information in addition to what is listed above:

Client First Name
Client Last Name
Client Contact Phone Number

If they are calling on someone else's behalf, please list any additional information you would like us to collect:

Along with the primary information listed above, we collect the following information for all personal injury intakes:

Date of the Incident
Where Did the Incident Happen
Injuries Sustained
Hospitalization or Medical Attention
Did They Report the Incident to Anyone Else

Along with the primary information listed above, we collect the following information for all car accident intakes:

Date of the Accident
Where Did the Accident Happen
Injuries Sustained
Hospitalization or Medical Attention
Did They Report the Accident to the Police

Along with the primary information listed above, we collect the following information for all worker's compensation intakes:

Date of the Incident
Name of Employer
Where Did the Incident Happen
Injuries Sustained
Hospitalization or Medical Attention
Did They Report the Incident to Their Employer

Is there any other case-specific information you’d like us to collect from callers beyond what we’ve already covered? *

Follow-Up Response Time for New Case Intakes

Our team will provide callback expectations to the caller at the conclusion of each call. For example, our team will say "someone from the legal team will be following up with you within 24 hours." Please provide the callback expectations below.

New Intake: In what timeframe will you follow-up during business hours? *

New Intake: In what timeframe will you follow-up afterhours, weekends, and holidays? *

New Intake: Any additional timeframes you would like to include?

Information to Collect for Message Only Intakes

For any call that is not a new case intake, our team will complete a message only intake and send it to your team for follow-up. We collect the following information for message only intakes:

First and last name
Phone Number
Message

Would you like us to collect any additional information for message only intakes? *

Yes

Follow-Up Response Time for Message Only Intakes

Please list the callback expectations we can provide to the caller at the conclusion of message only intake calls.

Message Only: In what timeframe will you follow-up during business hours? *

Message Only: In what timeframe will you follow-up afterhours, weekends, and holidays? *

Message Only: Any additional response timeframes you would like to include?

Additional Intake Information

Please list any additional information you would like to provide regarding the intake process:

Frequently Asked Questions

To help our agents assist your callers effectively, please provide a list of common questions your clients typically ask — along with the answers you’d like us to give.

The more details you provide, the better we can represent your firm and help your callers confidently.

Frequently Asked Questions About Your Firm

Frequently Asked Questions About Your Services:

Frequently Asked Questions About Your Pricing:

Frequently Asked Questions About Your Scheduling:

Any Additional Frequently Asked Questions:

Additional Information or Resources

Is there anything else you’d like to share with us to help our team better represent your firm?