Intake & Client Communication

Turn Every Inquiry Into a Better Client Experience.

The first call decides whether a case becomes a client. We answer it, screen it, and get the file into your system before the day is done.

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Service Overview

Your Front Desk, Staffed and Trained For PI

Every personal injury case starts with a phone call, a form fill, or a referral. What happens in the next few minutes usually decides whether that person signs with you or with the firm down the street. Most PI firms lose good cases here, not because the intake team is careless, but because the calls come in faster than a small staff can handle them.

The Allied Outsourcing runs your intake as a trained remote team that works inside your process. We pick up the phone, walk the caller through your screening questions, and log everything into your case management software while the call is still warm. When the caller qualifies, they leave the conversation feeling looked after and already booked for a consultation.

You choose how much of the front end you want us to hold. Some firms keep call handling in-house and hand us the data entry and follow-up. Others want us on the phones from the first ring. Both models are live, and both are priced so a solo practice can afford the same coverage a large firm gets.

Why It Matters

Every Interaction Shapes the Client Experience

A missed intake call is a settlement that goes to a competitor. Here is what breaks when intake runs short-staffed:

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  • Speed decides the sign-up

    Injured claimants often call three or four firms in one sitting. The firm that answers first and sounds prepared usually wins the retainer.

  • After-hours calls go unanswered

    Accidents don't keep office hours. A voicemail box at 8pm is a lead your competitor picked up live.

  • Inconsistent screening lets weak cases through and strong ones slip

    When five different people ask five different sets of questions, your case mix suffers and your intake team wastes hours on matters that were never viable.

  • Manual data entry breeds errors

    A wrong date of loss or a mistyped policy number can cost you weeks later. Clean intake data protects the whole case.

  • Your staff burns out

    Paralegals pulled onto phones all day can't do the case work you actually hired them for.

What We Do

Support Across the Client Communication Journey

We cover the full front end of a new matter, from the moment someone reaches out to the moment they are booked and entered into your system.

01

Inbound call answering

in your firm's name, using your preferred greeting, tone, and call handling process to deliver a consistent client experience from the very first conversation.

02

Lead screening

against your qualification criteria, gathering key case details and ensuring only suitable, high-potential matters are escalated to your attorneys.

03

Case management entry

into Clio or your preferred practice management platform, accurately capturing client information, matter details, and supporting documentation from the outset.

04

Document and information collection

including police reports, insurance details, medical records, accident information, and other essential facts needed to open and progress the file.

05

Consultation scheduling

directly into your attorneys' calendars, coordinating availability, confirming appointments, and ensuring prospective clients receive clear instructions before their meeting.

06

Follow-up sequences

for callers who go quiet, using timely reminders and personalised communication to re-engage prospective clients before valuable opportunities are lost.

07

Web form and referral triage

reviewing incoming enquiries from every source, prioritising urgent matters, and ensuring each lead reaches the appropriate team member promptly.

Our Process

Built Around the Way Your Firm Already Works

We plug into your intake flow in three steps and stay inside your system the whole way.

Setup and script alignment

We learn your screening questions, your qualifying criteria, and your voice. You approve the intake script and the routing rules before a single call comes through.

Live intake handling

Calls, forms, and referrals come to us. We screen, capture, and log each one in real time, then book qualified callers for a consultation with your team.

Handoff and follow-up

Every new matter lands in your case software, ready for your attorney. We chase the leads who didn't answer and keep the pipeline moving.

Your Firm Allied Team One Connected Workflow

Key Benefits

More Responsive Clients. Less Operational Pressure.

A well-run intake process helps every qualified caller reach your attorneys faster while giving your team complete, accurate information from the very first conversation.

  • Faster response times

    Every inbound lead gets a live, prepared answer instead of a ringing phone. The firm that responds first usually signs the client.

  • No missed calls, ever

    We cover nights, weekends, and overflow, so accident calls that come in at 8pm reach a person, not a voicemail box.

  • Consistent screening

    Every caller runs through your exact qualification criteria. Weak matters get filtered out and strong ones get fast-tracked, which protects your case mix.

  • Clean data in your system

    Every field lands complete and correct in your case management software, so a wrong date of loss never comes back to bite you later.

  • Coverage without new hires

    You get after-hours and surge capacity without adding payroll, benefits, or a bigger front desk.

  • Lower cost per intake

    Trained PI intake, priced per case, costs less than staffing and training the desk yourself.

  • More time for real case work

    Your paralegals stop living on the phones and get back to the case work you actually hired them for.

  • A better first impression

    Injured callers reach a calm, professional voice that sounds like your firm, so they feel looked after from the first minute.

Why Choose Allied Outsourcing

PI-Focused Support That Works Like Part of Your Team

We do one thing, and we have done it for two decades.

Personal injury only.

We don't spread across ten practice areas. Every trained team member understands PI intake, from soft-tissue auto claims to medical malpractice.

20 years in US PI law.

We know the questions that separate a viable claim from a time sink, and we know them state by state.

Clio partner and tech-enabled.

We work inside the software you already use, so nothing lives in a separate spreadsheet we forget to update.

A remote extension of your team.

We answer as your firm, follow your rules, and report to you. You get staff without the payroll.

Frequently Asked Questions

Questions Firms Ask Us First

Something specific to your firm? Talk to Our Team Today

Your choice. One tier keeps call handling in-house and hands us screening, data entry, and follow-up. The other puts us on the phones directly. Pricing starts at $15 per intake when your firm handles the calls and $20 when we take them.

We work inside your platform. We're a Clio partner and are trained across the major PI systems, so the data lives where your attorneys already look for it.

We cover the times your office is dark. Late-night and weekend callers reach a live, trained person instead of a voicemail box.

We run your criteria, not a generic checklist. You define what qualifies, and we apply it on every call so weak matters get filtered and strong ones get fast-tracked.

Most firms are live within a week. The setup time goes into learning your script and rules, which is what makes the intake sound like your firm rather than an outside call centre.

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Stop Losing Cases at The First Phone Call

Every unanswered call is a client who signed somewhere else. Let a trained PI intake team answer, screen, and book while you focus on the cases you already have.

  • 150+Happy Clients
  • 50%Reduction In Operation Costs
  • 24*7Round the Clock Support

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