New Client Intake for Law Firms

Law Firm Intake Services

Professional Legal Intake – Close New Clients

With Back Office Legal, you can focus on practicing law and growing your firm while we handle your legal client intake. We help law firms large and small to improve their lead conversions and increase client satisfaction with our legal intake and answering services. Our team of intake conversion experts will answer calls on your firm’s behalf, complete initial consultations, process new client intake, and schedule appointments – all while prioritizing responsiveness to keep your law firm’s revenue healthy.


Years of Experience


Team Members

woman working on laptop and wearing phone headset

Live Call Answering

Appointment Scheduling

Client Intake

Initial Consultation

Benefits of Working With Us

Optimize Client Intake & Close New Clients

Streamline your client intake processing by outsourcing these efforts to our team of experienced legal assistants. We handle all of the initial consultations to vet your potential clients and guide them through your intake process, providing a seamless working experience by connecting to your Desktop Cloud server, VPN or Remote Business.

Reduce Overhead Expenses

By eliminating training expenses and salary costs, you can dramatically reduce overhead and save time and resources for your law firm.

Receive Detailed Reporting

We track incoming calls in order to provide detailed and accurate call reporting to your firm.

Field Calls During After-Hours and Overflow

Our legal answering services operate after- hours and in different time zones so your clients can get in touch when it works for them.

Improve the Client Experience

Our team of legal intake professionals serves as an extension of your firm; supporting your clients with exceptional service whenever they call.


What Our Clients Say

Back Office Legal has more than 30 years of experience working with law firms and their clients. We know how to professionally intake clients when they call, demonstrate compassion as they discuss their legal matters, and assist in setting appointments for an initial consultation. Once they undergo their initial consultation, our legal intake professionals help close the lead so they retain your legal eservices. Having a specialized focus in legal client intake and customer service means that we understand your area of law and know the right questions to ask. 

The Back Office Legal team is professional, knowledgeable, and highly capable of converting new clients that your firm needs to create a positive revenue stream.

Susan & Meagan are a fantastic duo that provides the best quality work on behalf of my firm that I could imagine. I can't recommend them and Back Office Legal enough.

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Brian Walters Brian Walters Law Firm

I am the Firm Administrator for a firm that currently uses Back Office Legal for all of our Accounts Receivable needs. They provide exceptional service at a fraction of what it would cost to hire an in-house AR Manager. Accounts Receivable, collections, etc. can be difficult to navigate.

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Christopher Dean Firm Administrator

I am a solo Houston family and criminal defense attorney who hired Susan to help with my firm’s account management; including intake, client screening, retaining, financing for my clients, advance fee deposit collections, billing, and trust accounting. Before meeting Susan, these areas of my firm were taking up too much of my time as a solo attorney. Sadly, I would often only run billing once I needed to pay bills. I never knew how much revenue I had at any time and my clients were frustrated by the lack of consistent billing. I was frustrated by the lack of potential clients calling my office and the overwhelming task of running a law firm by myself. Something needed to change or my firm would never grow. I didn't know it at the time, but what my firm was missing was Susan Manns.

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Matt Tyson Matt Tyson Law

Susan Manns worked for my law firm for many years. During that time, Susan was exceptionally skilled in her engagement with both the firm’s clients and prospective clients. Her management of our evergreen trust program and AR, along with her work in our client intake department were highly effective and valuable. If my firm needed to contract for support in these areas in the future, Susan would be the first person we would call.

Sands McKinley CEO, McKinley Irvin