Remote Intake Specialists for Law Firms
Sign more client retainers with empathetic, high-performing intake specialists trained in legal sales and client qualification
The First Call Matters
First impressions can make or break your client conversion rate. Our remote intake specialists handle every caller with empathy and care, building trust from the first “hello.”
They screen, qualify, and schedule only qualified consults to help your attorneys focus on clients who are ready to move forward.
Beyond Intake
Intake isn’t just answering phones; it’s selling your firm’s value.
Stafi intake reps are trained to convert conversations into consultations through strategic follow-ups, consult scheduling, and retainer signing.
We use proven scripts, objection handling, and performance coaching to ensure every lead is nurtured.
Proven Legal Intake and Operations Methodology
At Stafi, every team member receives hands-on coaching across all major law firm practice areas, including personal injury, family law, immigration law, estate planning, and general legal services, along with specialized training in administrative operations, IT, marketing, and intake performance.
Our multi-disciplinary coaching structure ensures each staff member develops the empathy, communication, and organizational skills needed to deliver measurable results. From understanding case nuances to mastering client qualification and follow-up, our training helps firms convert more leads into qualified consultations and signed retainers while enhancing the overall client experience.
Guided by leaders in client success, onboarding, mindset psychology, and performance coaching, our team is built to support your law firm like an in-house extension, seamless, proactive, and results-driven.
Our intake specialists are also backed up with Chris Mullin’s Phone Doctor’s intake methodology for law firms who desire to get this training included.
Intake & Sales Coaching at Stafi
At Stafi, our intake and sales coaching program is designed to help law firms increase conversion rates, improve client retention, and optimize intake performance.
Through weekly role-playing sessions, team members practice real call scenarios to overcome objections, build empathy, and boost confidence. We also track key performance indicators (KPIs) such as response time, follow-up speed, and client conversion, ensuring your firm’s goals are consistently met.
Every team member is supported by Stafi Coaches and Client Success partners to maintain high performance, consistent communication, and low burnout.
We’re Built for Connection
We test soft skills and personality during recruitment to ensure every intake specialist has:
High empathy
Excellent communication
A genuine love for human interaction
Because great intake starts with people who truly care.
Testimonials
Getting Started Is Simple with Stafi
You don’t need a long hiring process, just the right person, right now.
Tell us what your firm needs
From intake to admin, marketing, or legal support, we’ve got you covered.
We find your match
Stafi connects you with a trained professional experienced in your practice area.
Start in one week
Your new team member is ready to be onboarded, delegated, and deliver results.
Ready to turn more calls into clients?
Let’s match you with your next bilingual intake specialist today.
