Legal Client Intake Services for
Law Firms and Solo Attorneys
Bolster Legal handles the time-consuming management tasks, so you can focus on practicing law and growing your firm. Our trained Virtual Paralegals help to manage client intake with utmost accuracy and care.
We can assist you by working on the Incoming Calls & Outgoing Calls as your firm's representative RE any New Case- directly from the Client.
Our Intake Team is well versed with all types of case management softwares that are currently been used by Law firms.
We EXTRACT -> SEGREGATE -> and RENAME all types of Pre-litigation & Litigation documents with your firm's Naming Conventions.
Our Experienced Lawyers can also assist you in managing your Mails & Emails.
We assist you by making the Auto Insurance Policy/Claim Calls.
Our team effectively manages attorney's Calendars and perform electronic research or docket using court websites/portals
Things that our Client Intake Management includes
Your conversion rate, return on investment (ROI), and client happiness can all be improved by improving your intake process. When creating intake forms for your legal business, we make sure that each one includes the following elements:
- Correspondence
- Costs
- Medical Records
- Depo Transcript & Notices
- Discovery
- Mediation
- MSJ
- Investigation
- Pleadings
- Photos
- New Client Docs
Receiving Intake Calls
Every case starts with a conversation, and we make sure it counts. Our virtual paralegal team handles incoming and outgoing intake calls on your behalf, representing your firm as you would do and capturing essential case information directly from the client.
From listening to incident details to updating your Case Management System (like Salesforce), we ensure a smooth intake process, so you’re always informed and ready for next steps.
Data Entry Into CMS (Case Management Software)
Our Intake Team is well versed in all types of case management software that have currently been used by Law firms, such as FILEVINE, CASEPEER, SMART ADVOCATE, CITRIX, MYCASE, TrialWorks, Clio, Firm Central, Needles, and many more…
Here, we update & Set up your case with all types of Information & documents that we receive from you or your Referring Attorney. We can also assist you in extracting information from your Emails and updating it accordingly into CMS.
This will help you to keep track of all your cases with any & all -new & updated Information & documents.
For example, Disbursement Breakdown Letters are very hard to manage with all the various Settlement Amounts with their Exhibits in a whole Settlement Package containing lots of letters and Checks. Our Team helps you to Organise all your settlement letters & their details into CMS in just one tab which makes it more systematic & Organised.
Organising Documents
Overwhelmed with PDFs, email attachments, and endless reviews and analysis? We get it. You’d love a case that’s well-organized but managing mountains of case documents, especially from referring attorneys, can drain your time and focus.
That’s why our certified virtual paralegal team steps in to review, extract, segregate, and rename documents using your firm’s custom naming conventions. After extraction, we carefully organize files by their document type so that everything is clear, searchable, and exactly where it should be.
Whether it’s pre-litigation or active litigation, we know exactly how to handle the paperwork- even if it’s voluminous.
Email & Mail Management
Our Experienced Lawyers can also assist you in managing your Mails & Emails.
All your documents received will be Organised by our team and also if there is any information related to any future events & hearings, we can calendar them so that it becomes easy for you to keep a track of all your upcoming events/hearings.
Insurance Policy & Claim Set Up
A strong case starts with a solid foundation, and that means setting up insurance claims correctly and efficiently from the start. As part of our client intake support, we handle Auto Insurance, Medi-Cal, and Health Insurance Subrogation claim set-up with utmost precision and professionalism.
1. Auto Insurance Claim Set-Up
After intake is completed, our team steps in to initiate insurance claims for both Plaintiffs and Defendants, a critical early step in securing compensation for damages.
We directly contact major insurance carriers like Geico, State Farm, Allstate, Ocean Harbor, USAA, AAA, and more, to:
- Set up policies
- Obtain claim numbers
- Collect adjuster contact details
2. Medi-Cal Claim Set-Up
We assist in initiating Medi-Cal claims to ensure proper coordination of benefits and coverage related to the injury or treatment involved.
3. Health Insurance Subrogation Support
Our team also helps coordinate subrogation inquiries with private health insurance providers, managing communication and documentation to protect your client’s recovery.
Calendaring & Docket Search
Calendaring is a very important & process for any Law firm. Our team effectively manages attorneys’ Calendars with Court hearings, deadlines, accompanying filing requisites, conference calls, depositions, medical examinations, and meetings with attorneys, clients, witnesses, and other parties involved in a case.
We also perform electronic research or docket using court websites/portals and ensure to calendar them because we know that missed Hearings/Deadlines cost a law firm money and potential clients.
