Legal Client Intake Services for
Law Firms and Solo Attorneys
Screen potential clients to identify the right cases and opportunities. Bolster Legal handles the time-consuming management tasks, so you can focus on practicing law and growing your firm.
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 transcripts & notices
Discovery
Mediation
MSJ
Investigation
Pleadings
Photos
New client docs
Receiving Intake Calls
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.
The Client can explain the Incident details and we can update the basic case details in CMS, such as Salesforce, and inform you of further actions.
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
Reviewing, Analyzing & Managing tons of documents for each case is a big hassle for Attorneys, especially if you receive them from Referring Attorneys.
Therefore to save you time, our team of lawyers who are well experienced with all types of Pre-litigation & Litigation documents can EXTRACT -> SEGREGATE -> and RENAME them with your firm’s Naming Conventions.
Which Attorney does not like a case which is well Organised?
After we Review, Extract and Rename your documents, we Organise them based on the types of Documents.
The Standard process of Organising documents is as follows:
1. Correspondence
2. Cost/Expenses
3. Discovery
4. Deposition
5. Medical Records
6. Pleadings
7. Investigation
8. Photos/Videos/Audio
9. Trial Documents
10. MSJ
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. Auto Insurance:
Once we complete the Intake, we assist you by making the Auto Insurance Policy/claim calls.
Setting up of Insurance Policy for both Plaintiff & Defendant is one of the most important steps which initiates the Injured Party to Claim for Damages.
We have a wide variety of resources with well Spoken English background to communicate with the Insurance Companies. We have expertise with companies like Geico, Allstate, State Farm, Ocean Harbor, USAA, AAA, etc.
Furthermore, Setting up of the claim includes obtaining Claim Number & Adjuster Details. Lastly, once we obtain the Claim & Adjuster details, we go ahead and send out the Letter of Representation to the respective Adjusters.
b. Medi-Cal Claim Set up
C. Assist with Subrogation RE Health Insurance
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.
