Legal Intake Services That Capture Every Lead

Traditional answering services take messages. That's it. They say 'Someone will call you back' and the prospect hangs up, often to call your competitor. Amalga's legal intake specialists conduct substantive conversations. We qualify the case against your criteria, answer basic questions, and schedule consultations. We begin the client relationship on that first conversation, which dramatically increases conversion. Our specialists are trained specifically for legal intake, not general call handling.

You approve every word of the intake script before we handle a single inquiry. We record 100% of calls and you have full access. Our account management includes regular business reviews, QA scorecards, and productivity dashboards so you see exactly how your team is performing. Formal weekly calibration calls ensure alignment, and informal daily access to team leadership as you desire. If something needs adjustment, you have direct access to senior leadership to make it happen.

The ABA addressed this directly in Formal Opinion 08-451. Privilege is maintained when outsourcing is properly supervised and staff are trained on confidentiality. Our processes follow this guidance. Every team member signs NDAs. Client data is transmitted through encrypted systems with role-based access controls. We maintain audit trails for compliance documentation. We are ISO 27001 certified and we are HIPAA compliant.

Same timezone as your clients, which means real-time collaboration and no overnight handoffs. Our teams are university-educated professionals with U.S. client experience. We operate from compliant hubs in both Mexico City and Monterrey with structured security controls. Senior U.S. leadership is involved in every engagement. Our leadership comes from top companies like Concentrix, Teleperformance, General Electric and Apollo Global Management. The result is 30-50% cost savings without the far-away time zones, stronger accents and poorer communication skills of many offshore operations.

Faster than building in-house. Our documented playbooks for legal intake allow for faster ramp and better QA from day one. During onboarding, we handle script development, CRM integration, and criteria setup. Your team arrives trained on your practice area, your qualification criteria, and your systems. Timeline depends on complexity, but our playbook-driven approach means we're not starting from scratch. Typically most clients are up, running and steady state fully productive in a range of 14 to 21 calendar days.

Our legal intake specialists are trained for personal injury, criminal defense, bankruptcy, workers' compensation, SSDI, family law, employment and wage claims, lemon law, and debt relief. Each team gets practice-specific scripts and qualification criteria tailored to your firm. We've built documented playbooks around quality, speed, and client satisfaction for consumer law practices.

Yes. We record 100% of calls and you have full access to recordings. Beyond that, our high-touch account management includes SLAs, QA scores, productivity dashboards, and regular business reviews. You'll see metrics on answer rates, qualification accuracy, and conversion performance. If something's off, we catch it in QA before it becomes a pattern. All clients are welcome to come onsite anytime to engage with the teams and agents directly in real time.

Legal intake often means talking to people in crisis. Injury victims in pain. People facing arrest. Families going through divorce. Our specialists go through rigorous training that includes language assessments, role-specific intake training, and ongoing coaching. Empathy isn't optional. We follow structured scripts with appropriate tone and never rush a caller. The goal is to make them feel heard while capturing the information your attorneys need.

You set the criteria. We follow it. Every intake script includes your specific qualification questions and screening requirements. If a lead doesn't meet your case parameters, we screen them out before they reach your attorneys. Your legal intake team only passes viable cases. Our QA process catches qualification errors, and regular calibration calls ensure we stay aligned with your standards as they evolve.

Yes. Every script includes your required disclaimers, and we train specifically on what agents can and cannot say. No legal advice. No guarantees. No promises about case outcomes. Just professional legal intake services that protect your firm. Our compliance training covers confidentiality protocols, proper disclosures, and appropriate boundaries. This is documented and reinforced through ongoing coaching.

Our legal intake services integrate with leading platforms including Clio, Lawmatics, Lead Docket, and MyCase. We handle setup during onboarding so lead data flows directly into your system. No double entry. No manual transfers. Your attorneys see complete intake notes before the consultation.

Most clients start with intake and grow from there. We can add additional call center services, records retrieval, back-office support, or billing assistance using the same team and infrastructure. One partner, one geography, consistent quality. That's the land-and-expand approach we're built for.