How it works
LegalMark hires and trains your bilingual PI intake team, builds the process and system they work in, connects it to your phones and case software, and stays until your team is signing cases. Everything runs in your firm's own accounts.
What we build
A customized intake management system that your firm owns.
Recruited and trained in Latin America to work your process.
Connected to the phone system and software you already use.
Follow-up automation, document collection and electronic retainer signing.
Marketing performance, agent productivity and signed-case conversion.
Training, quality assurance and ongoing performance improvement.
Bilingual answering backup for overflow, evenings and weekends.
Compare your options
| Feature | Answering service only | U.S. in-house team | LegalMark intake department |
|---|---|---|---|
| Completes the intake | Usually takes a message | Yes | Yes, with your approved PI scripts |
| Native Spanish | Varies | Depends on the hire | Every specialist |
| Coverage after hours | Yes | Business hours | Your team plus optional human backup |
| Sends and tracks the retainer | No | Yes | Yes, with e-signature |
| Cost as the team grows | More calls, bigger bill | More payroll and licenses | Lower-cost specialists, paid directly, no markup |
| Owner visibility | Message logs | Manager reports | Live dashboard, source to signed case |
Third-party software, phone usage, integrations and optional services can have separate costs.
Speed-to-lead, nights & weekends
The firm that calls back first usually signs the case. Your team answers first, and human backup covers overflow, nights and weekends, so leads you already paid for don't go to the next firm.
Business hours
Calls go straight to your intake team. If nobody picks up within about 15 seconds, the call can roll to a bilingual answering company.
Evenings & weekends
The answering company takes the call live and sends the lead details directly into your intake system.
Next step
Your assigned agent gets a callback task and continues the intake from where it left off.
Backup coverage is optional and has its own cost. Answer times depend on call volume and setup, and no intake process can guarantee every call is answered or signed.
The 90-day plan
Days 1–30
Days 31–60
Days 61–90
Timing depends on your integrations, recruiting needs and how ready your firm is to launch.
Who does what
What your firm owns
We're not a software vendor, so there's no platform to lock you into. We build and configure the intake system for your firm, set up the operating procedures and help your team run it.
Your attorneys control case acceptance, scripts and retainer procedures.
Dedicated specialists who work your process, for your firm.
Workflows, scripts and procedures built for you, in your own software accounts.
You keep ownership and administrative control of your client data.
Ownership and control are subject to the terms of the third-party software licenses and agreements involved.
In a free 20-minute Intake Performance & Savings Review, we'll look at your staffing, technology, phone coverage, follow-up and reporting, and show you where opportunities are slipping away.
Book My Free Intake ReviewNo obligation. Or call 818-807-9026