For law firms, lead-gen companies and call centers
Intake software, trained intake staff and the course behind both, for law firms.
Cases are lost at intake. A lead waits too long for a call back, a new hire learns on a real client, or nobody can show the consent behind the call.
Inquire2Esquire sells the three things that address it, from one company.
People
Intake Specialist
Bilingual, placed with your firm
- 17-lesson course passed
- Role-play scored
- Capstone passed
- 3products, one company
- 17lessons in the intake course
- 50questions in the capstone
- 30scored calls a month
Inquire2Esquire CRM
Intake Software: the CRM
Every lead, call, text and signed retainer on one case file.
Leads come in from every source and go into a call cadence, so each one is called from a queue and claimed the moment an agent takes it. Retainers go out for e-signature during the call. The Floor shows who is free, and a manager can listen, whisper or take over any call.
Reports use intake words: speed to lead, decision rate, DQ rate, qualified rate and signed rate, by source and by agent. Every call is transcribed and graded overnight against your own rubric.
- 4tools in one seat: dialer, QA, scrubbing, reporting
- $295a month, plus seats and usage
- 7days free
CRM pricing: seats from $25, talk time $0.12 a minute
Personal injury intake software: what to look for
The Marketing Platform: ads, reviews and search in the same app
Start a 7-day free trial See Demo Firm Visit the CRM site
Demo Firm and the product tours are recorded from the product. Every person, lead and phone number in them is invented.
Every lead, with its source and its consent attached.
Compliance
Checked Before the Dial
- DNC, litigator and calling-window checks run on the whole list before the dial.
- The consent certificate is kept with the lead, beside the call recording.
- Scrubbing and call review are included in the price.
For lead-gen companies and call centers
Run Intake for Many Firms
Run your campaigns' leads through the same CRM, and sign the cases for the firms you work with.
Routing by state and case type
The state picker narrows to firms licensed there. Shared states split to the agreed share, and a campaign at its cap stops being offered.
Cost per signed case
Reports show the cost per signed case by source and by campaign.
Signed cases sent to each firm
A signed case goes to the firm's case management system by webhook or API, or the whole case file is emailed.
New in the CRM
Your Whole Team in One Office.
A 3D office for your firm, in your name and colors.
See the virtual office
Inquire2Esquire Agents
Intake Staff: Trained Before Day One
Bilingual intake staff, trained before you interview them.
Each agent spends five days with us before placement: three on the intake course and two shadowing our floor. They pass the course before they reach your shortlist. Once placed, they work for your firm, your hours and your systems. A replacement arrives at the same standard.
- $1,750a month, from, full time
- 5days of training before placement
- 17lessons passed first
Talk to us about staffing See staffing tiers and prices
Inquire2Esquire Training
Intake Training: the Course
17 lessons, and scored AI role-play every month.
The same course our agents pass, licensed to firms that train their own people: 17 lessons and 185 teaching slides. AI role-play needs no calendar slot and is scored on the same rubric as a real call. A 50-question capstone closes the course.
- 17lessons
- 30scored calls a month
- $50a seat, each month
Legal knowledge, sales knowledge, then bring it together.
One Company Behind All Three
Buy each piece from a different company and you spend a month making them agree.
The intake specialist arrives trained on the software they will use.
The course follows the script the CRM enforces.
When something goes wrong, there is one company to call.
Thirty minutes
Tell Us About Your Intake Team
Pick a time below and the invite arrives straight away. We will tell you which of the three would help.
Thirty minutes on Microsoft Teams, Monday to Friday. Open times appear here.
Pick a Time
Thirty minutes on your intake numbers. Choose a slot and the invitation and joining link arrive straight away.
Trouble with the scheduler? Open it in a new tab, or email info@inquire2esquire.com and we will send three times.
Rather read first? The blog covers intake software, consent proof and intake teams. Prefer email? Write to info@inquire2esquire.com. Rather start now? Start a 7-day free trial.
Questions Firms Ask
Is Inquire2Esquire a law firm?
No. Inquire2Esquire sells intake software, intake staff and intake training to law firms and the companies that call leads for them. It does not give legal advice or represent anyone.
Who supervises the agents you place?
Your firm does. Placed agents work your hours, in your systems, under your supervision.
Do scrubbing and call review cost extra?
No. Litigator and DNC scrubbing and call review are included in the CRM.
Is there a free trial?
The CRM has a 7-day free trial. A card is required.
Who owns the recordings and data?
You do. Each firm has its own carrier subaccount, numbers and storage.
The Inquire2Esquire App
Inquire2Esquire is intake software for law firms of every practice area: one place to receive leads, call them, sign them and see what each marketing dollar turned into.
What It Does
Firms and their intake teams use the Inquire2Esquire app at app.inquire2esquire.com to keep every lead on one case file, call and text from the firm's numbers, send retainers for e-signature, run automations and report on their marketing.
Connecting a Google or Microsoft account is optional and can be undone at any time. That access is used only for the calendar, file and spreadsheet features you turn on: never for advertising, never sold, never used to train AI. Privacy policy and terms.