The fastest response usually wins the client.
Qualifies new inquiries within minutes, gathers the facts your team needs, runs conflict and eligibility checks against your criteria, and books the consultation.
In legal, healthcare and financial services, prospects often contact several firms at once. The firm that calls back first with a clear next step usually signs the client — regardless of who had the better ad.
- Call back new web, ad and phone inquiries within your target response window
- Ask your qualifying questions and record answers in the intake form
- Run preliminary conflict, eligibility or coverage checks you define
- Book qualified prospects into consultation slots
- Send intake packets, document requests and reminders
- Report lead quality by source so marketing spend can be adjusted
Not on the list? We screen for your specific stack.
Minutes from inquiry to first contact
Inquiries reached within 24 hours
Qualified inquiries booked into a consultation
Qualified leads by marketing source
Reported weekly by your Dynamic Empowerment supervisor.
- Week 1Qualifying criteria, scripts and conflict process documented
- Week 2Owns callbacks on new inquiries with QA review
- Week 3Books consultations directly; packets and reminders running
- Week 4Lead quality by source reported to you and your marketing team
Full-time (40 h/week) or part-time (20 h/week) seats, aligned to your business hours in US, UK, EU or Australian time zones. Extended-hours and split-shift coverage available for most roles.
Before you hire a client intake specialist.
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Ready to put a client intake specialist in the seat?
Send the role, the hours and the tools. We come back with a written specification, a cost figure and a shortlist timeline — usually within two business days.