Live answering
Every call answered professionally, 24/7 if the firm requires it.
Legal Intake Services
Legal Intake That Treats Every Caller Like a Client
Answering, qualification, conflict screening, and appointment setting for law firms — professional and confidential.
For a law firm, the first phone call is often the difference between a signed client and a missed case. A prospective client who reaches voicemail will simply call the next firm.
Legal intake is not generic reception. It requires professional handling, careful qualification, conflict screening, and the ability to route urgent matters to the right attorney immediately.
Calltastic builds legal-intake operations around firm-approved intake scripts, confidentiality standards, and escalation paths — without inventing legal credentials or regulatory claims we do not hold.
The Intake Workflow
Answer. Qualify. Screen. Schedule.
A clean intake process protects the firm's time and makes a strong first impression. Calltastic operationalizes each step so nothing falls through the cracks.
Qualification
Practice area, matter type, and urgency captured against firm-defined criteria.
Conflict screening
Basic conflict checks and data capture per firm procedure — never a legal determination.
Appointment setting
Consultations scheduled with the right attorney, with complete intake notes attached.
Confidentiality & Professionalism
Handled With the Care the Matter Deserves
Prospective clients share sensitive information early. Calltastic designs intake around client-approved confidentiality procedures, access controls, and escalation rules.
We do not practice law, and we do not claim to. The firm defines the script, the criteria, and the escalation path; Calltastic executes it professionally and consistently.
After Hours & Overflow
Never Miss a Matter Because the Office Is Closed
Emergencies do not respect business hours. Calltastic can provide after-hours, weekend, and overflow coverage so the firm captures matters when competitors are closed.
Common Questions
Frequently Asked Questions
Do you give legal advice or make legal determinations?
No. Calltastic is not a law firm and does not practice law. We run the intake process — answering, qualification, screening, and scheduling — per firm-approved procedures.
How do you handle conflict checks?
We capture and route conflict information per your firm's procedure. The conflict determination itself stays with your attorneys.
Can you cover after-hours and emergency calls?
Yes. After-hours, weekend, and overflow coverage are standard options.
What practice areas do you support?
Intake is practice-area agnostic. We build the script and qualification criteria around your specific practice areas and matter types.
How do you keep intake notes organized?
Every call is documented with structured notes and routed into your CRM or case-management system so attorneys receive complete context.
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