Retainer & Qualifying Services
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Want to Scale without the headache of adding team members?
Depending on your comfortability level, we will either sign the case on your behalf or thoroughly qualify the opportunity and deliver a warm transfer to your intake team. Our approach ensures prospects are engaged quickly, asked the right questions, and guided through the next steps without friction. By maintaining momentum from first contact through handoff or retainer, we help firms capture more of the right cases while protecting attorney time and preserving a high-quality client experience.
Who we Work Best With
Marketing Companies
We work best with marketing agencies that are tired of being blamed for “bad leads” when the real issue is what happens after the form is filled out. Small and mid-size law firms often lack the intake staff, systems, and follow-up discipline needed to handle inbound demand. Leads sit untouched, get one call attempt, or are routed to someone already wearing five hats—causing conversion rates to tank and campaigns to underperform on paper.
That’s where we come in. We partner with agencies to turn form-filled leads into qualified, live conversations by implementing a real intake and sales process behind the marketing. Our team handles speed-to-lead, persistent follow-up, qualification, and warm transfers—so your leads don’t go to waste and your performance doesn’t suffer due to intake breakdowns. The result is better close rates, happier law-firm clients, longer retainers, and fewer uncomfortable conversations about lead quality.
Growing Law Firms
We work best with growing law firms that have hit a familiar breaking point—marketing is working, leads are flowing, but the intake team can’t keep up. Calls are getting missed, follow-up is inconsistent, and attorneys or owners are getting pulled back into intake just to keep the wheels from coming off. Growth starts to feel less like momentum and more like pressure.
These firms use us to relieve that pressure while they catch up with their hiring. We buy you time while you are searching for, hiring, training additional staff. We step in as an extension of the intake team to handle overflow, improve speed-to-lead, and bring structure to qualification and follow-up. The result is stabilized intake, higher conversion rates, and the ability to keep scaling marketing efforts without burning out the team or sacrificing client experience
Ask about our Retainer/ Qualifying Services Today
Frequently asked questions
- Mind-blowing First impressions for your potential clients.
- Consistent, documented outbound follow-up using your firm's standards.
- Your own Dialer, CRM software, automations, and reporting.
- Daily coverage custom to your firm's needs.
- Real-time User and ROI dashboards so firms always know their numbers.
- Staying up to date on industry trends. Yes, we also have AI... No, we won't shove it down your throat.
- Have strong demand but inconsistent follow-up
- Lack clearly defined intake processes and KPI's
- Miss cases after hours or on weekends
- Want to scale but can’t sign cases fast enough
Absolutely, and we are happy to! We can meet to discuss your firms criteria and quickly act as your personal sales team to qualify and sign leads on your behalf.
All of our packages are custom to your firm, but expect to pay a one-time implementation fee to build out your channels and customize your sales cadence. After that, we charge monthly for our software based on your usage.
If the engagement is to only sign or qualify cases and transfer to you team, then we work on a per case or warm transfer basis.
Our team specializes in personal injury, but we ultimately support your firm and your needs. If your case flow is 50% personal injury and 50% work comp. We will get criteria for both and be able to qualify based on your standards and workflows.