Law Firm Intake Services
Arbitration firms rarely lose cases at the hearing. They lose them in the ninety seconds after a claimant fills out a form. Our law firm intake services staff, cover, and qualify that window — so your associates spend their hours on the cases, not on the queue.
Imagine The Intake
Picture a claimant filling out your intake at eleven at night. By the time they close the tab, every document they attached has gone down a pipeline built for that exact document type. The finance contract knows it is a finance contract. The entities are out — parties, dates, figures, terms — each one carrying a citation back to the page and the box it came from.
Now picture what happens next, before any human has opened anything. Those facts are run against federal and twenty-seven state statutory packs. Violations surface with the evidence that supports them. The limitation clock is computed from the trigger event. And for every statute in play, the system already knows whether the fee-shift is mandatory, discretionary, or absent — which is to say it knows, before you do, where the leverage in this case actually sits.
Your paralegal did not spend a day organising any of it. It is already assembled. You open Claude Cowork, or your own GPT client, and you ask your intake a question — in plain language, against a case file that can cite itself. Or it lands in your case management system as a structured package. Whichever way your firm actually works.
And then think one step further. From intake, to the statement of claim itself — drafted from the case's own facts and citations, scored against a library of hand-written claims, and handed to your reviewer.
That last mile is the one we are closest to and least willing to overstate: statements of claim are assembled and benchmarked, then they go to a human. Everything above it — the pipelines, the extraction, the statutes, the leverage, the limitation clock, the MCP surface — is running today, on real caseloads. It is not a roadmap. Come and watch it work.
The Walkthrough
Intake to statement of claim, in about four minutes.
Video coming shortly — book the demo and we will walk you through it live.
I. The Build-Or-Rent Decision
A forced-arbitration campaign does not ramp politely. One filing deadline, one viral consumer story, one certified notice list, and a firm that was handling forty inquiries a month is handling four hundred. Hiring against that curve means posting a role, interviewing, onboarding, and training on the case type — a quarter, minimum, by which point the claimants who called in week two have already retained somebody else. Firms that run intake in-house are not paying for intake. They are paying for the lag.
II. What A Firm Actually Rents
What arrives is not a phone number and a script. It is a staffed function with a coverage window, a qualification standard, a routing rule, and a reporting line — the same four things you would specify if you were writing the job description yourself. The difference is that it scales with your campaign calendar instead of your hiring calendar, and it contracts again when a docket closes. Your firm keeps the law. We keep the department that feeds it.
III. The Coverage Model
Intake specialists trained on your case types before they take a single call for your firm.
A defined answering window — including the evenings and weekends when consumer claimants actually call.
Statute, arbitration clause, and evidence of harm checked against the elements of a viable claim.
Files delivered by practice area and open capacity, paced to what your firm can take on.
Volume, disqualification reasons, and conversion to signed case, reported back on a fixed cadence.
A department you can measure is a department you can hold to account.
IV. In-House Department vs. Rented Department
Intake Built In-House
Intake Rented From The Panel
V. What Reaches Your Firm
Nothing about this arrangement touches the attorney-client relationship. Every claimant is told they are being routed to a participating arbitration firm; strategy, prosecution, and the file itself belong to you the moment it lands. What we hand over is structured for the way arbitration firms actually work a docket.
Identity, consent, case type, timeline, and documented harm — verified before delivery, not after.
Whether an arbitration clause applies, and which provider's rules the claim would proceed under.
Structured for a direct import into the case management system your firm already runs.
Disqualified claimants come back with a reason, so your campaign spend sharpens over time.
VI. Workflow Development
Done For You — Into Your Stack
Or — Our Intake Management System
VII. Document Pipelines
A retainer agreement is not a finance contract, and neither is an installation photo. Treating them as one "upload" is why most intake tooling returns a filename and a shrug. Assign a document type to your intake and it gets a pipeline of its own — its own extraction schema, its own prompt, its own verification rules, versioned and fingerprinted so you can see exactly what changed and when.
In the onboarding call we agree the schema — the exact entities this document type must yield.
Extraction prompt, few-shot exemplars, and verification rules, fitted to that document type against your own examples.
Confidence thresholds are recomputed from what your reviewers actually corrected. Accuracy compounds with use.
Each extracted entity ships with a citation to the page and box it came from, and a confidence score.
Schemas are defined for whatever case type you fight — the engine is not bound to any one vertical.
VIII. Where The Extracted Data Lands
This is the point of the whole apparatus. When a potential client sends case documents for you to verify a claim, nobody on your team opens a PDF to hunt for an account number. The entities are already extracted, already scored, already carrying a citation back to the page they came from — and delivered wherever your firm actually works.
Connect over our MCP server and query your intake and case data conversationally.
Delivered by a connector we engineer for your instance — or one your developers build. Scoped in onboarding.
Structured export with the source documents, foldered to a stable taxonomy your system can import.
The LLM behind the platform is a setting, not a marriage. Bring your provider and your model.
Point Claude Cowork — or any MCP-compatible client — at our server with a scoped key, and your intake stops being a screen you log into. It becomes something you can ask questions of. Access is scoped to your organisation by the credential itself; a key can never reach another firm's data.
It returns signal, confidence, and provenance. It does not tell you whether you have a case — that judgement is yours, and the system is built so it stays that way.
IX. Questions Firms Ask
What are law firm intake services?
A staffed intake function your firm rents rather than hires — covering the answering window, qualifying claimants against the elements of a viable claim, routing files by practice area and capacity, and reporting the results back. It is the department, not just the phone line.
How is this different from your legal intake services page?
Same panel, different question. Our legal intake services page walks through the screening stack — how a claimant is qualified before a file is sent. This page is about the operating model: what it means to run intake as a rented department rather than an in-house team.
Do we have to disband our in-house intake team?
No. Most firms on the panel keep an in-house team for retained clients and use rented capacity for campaign surges — the filing weeks when volume would otherwise outrun headcount. The two run alongside each other.
Which case types are your intake specialists trained on?
The verticals plaintiff-side arbitration firms fight most: mass-tort fraud (Ozempic, solar, HVAC, timeshare, warranty), TCPA and robocall claims, data-privacy, and FINRA or securities disputes. Coverage depends on your practice area and the campaigns running at the time.
Can you handle a mass arbitration filing surge?
That is the case the model is built for. See mass arbitration case intake for how claimant volume is staged against provider filing requirements and your firm's capacity.
What does it cost?
Intake capacity is structured per panel arrangement and paced to your firm's capacity — not sold as a flat per-lead rate. Document pipelines are priced separately and plainly: $99 per document type, once. Bring your practice areas and volume goals to the call.
Do you train a model on our documents?
Not in the sense of training model weights, and we won't claim otherwise. We tune each document type against your examples — the extraction schema, the prompt, the few-shot exemplars, and the verification rules — and then calibrate the confidence thresholds from the corrections your reviewers actually make. The accuracy gain is real and it compounds; the mechanism is prompt and schema optimisation, not a fine-tuned model.
Can you deliver into Clio, Filevine, MyCase, or our own CRM?
Yes, as engineered work rather than a switch you flip. There is no prebuilt connector catalogue, and a page that told you otherwise would be lying. We scope the integration in onboarding and build it into your instance — or your developers build it against the same interfaces. Delivery over MCP and structured case-package export both work today, with no integration work at all.
Are we locked into one AI provider?
No. The AI provider and model are configuration, and the provider registry is open — swap them whenever you like. Document extraction currently runs on one of two document-intelligence engines, selectable per pipeline, so even there you are choosing rather than being assigned.
Does the screening engine decide which cases we take?
Never. It scores each lead against the elements of the claim, the limitation clock, and the leverage available, and it surfaces the evidence behind every signal. It does not advance, reject, or sign a case. Every approve, escalate, and decline is made by a human at your firm — by design, and enforced in the system.
Can we own the software outright instead?
Yes. See own the platform — a firm licence for the per-case-type screening system, or the full source for case management, arbitration intelligence, and intake. Buy once, own it, and build the last mile with your developers or ours.
Elsewhere For Law Firms
X. Join The Panel
Book a 15-minute call to size intake capacity against your campaign calendar, or apply to join the panel by email.
Not ready to talk? Request the Mass Arbitration Lead Economics report — the data behind claimant-flow ROI, before you get on a call.