Intake leaks, and every leak is a case
You spend heavily on ads, then calls go to voicemail. The lead you paid for signs with whoever called back first.
All industries
Paid leads
For personal injury and immigration firms
Paid leads
hitting voicemail?
You paid for the lead, someone should answer it
Trained intake specialists, case managers, and records retrieval support working in Clio, Filevine, and SmartAdvocate. Under attorney supervision, on signed confidentiality terms, proven on a Day One™ work trial.
After-hours and weekend intake coverage
Built for the role
Intake Specialist
- Call back the web leadReturn a crash inquiry and qualify it against firm criteria.Submitted
- Book the consultGet the qualified lead on the attorney's calendar.Submitted
- Log it in the systemDocument the call so the attorney walks in prepared.Submitted
A person on our team reviews
JudgmentOutput qualityTone
Chosen by founders, CEOs, and executive teams at more than 1,000 companies, including
What's actually breaking
You don't need more leads
You need someone to answer them
Seven things we hear from firm owners every month. If three sound familiar, your next case is already sitting in voicemail.
Nobody answers after hours
Nights and weekends are exactly when someone in a crisis looks for a lawyer.
Billable time goes unrecorded
Work performed, never captured, never invoiced.
Records retrieval is a black hole
PI cases stall for months on records nobody is actively chasing.
Deadlines are malpractice risk
Calendaring isn't glamorous, and it is existential.
Attorneys are doing admin
Admin work at attorney rates is a realization problem with higher stakes.
Case status calls eat the day
Clients want reassurance, and providing it is nobody's job.
The one number
What unanswered
leads cost you
Put in your own numbers. Every lead that waits too long for a callback is a case another firm signs.
An estimate from your inputs.
Your hire's actual rate is on their profile before you commit.
Leads left
waiting36per month
waiting36per month
Cases
not signed7.2per month
not signed7.2per month
Fees left on
the table$43,200per month
the table$43,200per month
Why firms move now
If one of these is true, it's time
Firm owners rarely hire because a plan said so.
They hire because one of these landed.
- Ad spend outran intakeLeads arrive faster than anyone can call them back.
- A paralegal leftThe caseload didn't.
- A settlement slowed downThe case stalled four months waiting on medical records.
- You grew past soloTwo or three attorneys now, and no support model was ever built.
- A public complaintA client said out loud that nobody would pick up the phone.
“My law firm hired an admin assistant from Assistantly, and it's been a game changer for our managers.”
Who firms hire
Seven seats between
a lead and a signed case
Mid and senior operators, each proven on the real work of the role before you meet them.
A day in the seat · Example
Intake Specialist
Called back a web lead four minutes after the form came in.
Qualified her against your PI criteria and booked a consult for 2pm.
Followed up on 5 leads that didn't answer yesterday.
Covered the evening queue and logged every call in Lead Docket.
Converts advertising the firm already paid for
What they own
Inbound lead responseQualification against firm criteriaConsult bookingFollow-up
A day in the seat · Example
Case Manager / Legal Assistant
Moved 9 files to their next step in Filevine.
Sent status updates to 6 clients before they had to call.
Collected wage documents for two open cases.
Flagged one file that needs attorney review this week.
Shortens time-to-resolution across the caseload
What they own
File movementClient status updatesTask queuesDocument collection
A day in the seat · Example
Records Retrieval Specialist
Sent records requests to 4 providers with signed authorizations.
Followed up with two providers on day-14 requests.
Logged an updated lien balance on the Martinez file.
Marked three cases records-complete for the demand.
Directly compresses case cycle time
What they own
Provider requestsHIPAA authorizationsFollow-up cadenceBill and lien tracking
A day in the seat · Example
Billing & Collections
Cleaned up last week's time entries for three attorneys.
Prepped 22 invoices for review.
Followed up on 6 invoices past 30 days.
Reconciled trust activity for your sign-off.
Recovers billable work already performed
What they own
Time entry cleanupInvoice prepE-billingAR follow-upTrust accounting support
A day in the seat · Example
Docketing / Calendar Clerk
Entered 7 new deadlines from yesterday's filings.
Checked the court calendar for two hearing changes.
Sent the week-ahead deadline summary to every attorney.
Logged each entry with its source for the audit trail.
Malpractice risk reduction with an audit trail
What they own
Deadline entryCourt calendar monitoringReminder discipline
A day in the seat · Example
Document Prep Specialist
Assembled two discovery response packets from templates.
Prepped and labeled 14 exhibits.
Built an e-filing packet for attorney review.
Populated three engagement letters with client details.
High-volume, process-defined, easily verified
What they own
Form assemblyExhibit prepE-filing packetsTemplate population
A day in the seat · Example
Immigration Case Coordinator
Drafted form support for two family petitions.
Updated evidence checklists on 5 open cases.
Logged an RFE and its response deadline.
Chased a client for the last two documents.
The most process-defined legal work there is
What they own
Form drafting supportEvidence checklistsRFE trackingClient document chasing
Matched to the systems your firm runs
ClioFilevineSmartAdvocateMyCaseLitifyPracticePantherNetDocumentsLawPayLead Docket+ yours
Supervision and confidentiality
Here's exactly what we touch
and what we don't
Our operators don't give legal advice, don't exercise legal judgment, and work under attorney supervision. Confidentiality terms and access controls are part of the engagement.
Your operator handles
- Lead response, qualification, and consult booking
- Client status updates and document collection
- Records requests and follow-up
- Billing, time entry cleanup, and AR
- Docketing and calendar discipline
- Form and packet prep for attorney review
Stays with your attorneys
- Legal advice of any kind
- Legal judgment on a case
- Signing, filing, and settlement decisions
- Anything your bar requires an attorney for
Every hire works under signed confidentiality terms, with access you control, supervised by your attorneys.
Where AI stops
Legal AI drafts well
A person signs the case
AI already does this
- Website chat capturing basic intake information
- Document review and record summaries
- First-draft demand letters and correspondence
- Deadline calculation suggestions
Which is why you need an operator
- Calling a frightened person back within minutes and earning the signature
- Verifying every AI-drafted fact before an attorney signs
- Chasing providers, courts, and clients until documents arrive
- Keeping the file moving between attorney touchpoints
Legal AI drafts well and closes nothing.
Signed cases come from a human calling back fast.
That's the seat we fill.
The proof
Watch a lead become a consult
Day One™ is a work trial in the real conditions of the role, two hours or less, scored against a rubric built for that role by a person on our team.
- You see exactly how they performed
- The client never keeps, uses, or ships the work
- No algorithm decides who you meet
Day One™ · Intake · Lead Docket
Auto accident · Web form lead
Speed to first callback4 min
OutcomeConsult at 2pm
Lead arrived. Rear-ended on the freeway, back pain, no attorney yet.
Called back. Calm, clear, and on the phone within four minutes.
Qualified. Met firm criteria on date, liability, treatment, and venue.
Consult booked. 2pm with the intake attorney, confirmation sent.
Logged. Notes and next steps documented for the attorney.
R
Reviewer noteFast, warm, and stayed inside the line. No legal advice given, every answer routed to the attorney. Strong fit.
Ready now
Meet legal talent
before you commit
Daniel R.
Legal Intake Specialist, Cebu
6 years experienceProven on the role
The proof
Daniel wrote an intake script that qualifies new matters in under ten minutes. He flagged conflicts before the first call was booked.
Zone of genius
Full profile, intro video, and rate
Angela C.
Legal Assistant, Manila
9 years experienceProven on the role
The proof
Angela summarized a 30-page vendor contract into one page of risks and red lines. The attorney used her markup as the starting draft.
Zone of genius
Full profile, intro video, and rate
Trisha L.
Paralegal, Quezon City
7 years experienceProven on the role
The proof
Trisha organized a messy discovery folder into a dated index with every exhibit tagged. She found two documents the team thought were missing.
Zone of genius
Full profile, intro video, and rate
See full profiles, free
Example profiles. Names shortened for privacy.
What law firm clients say
“Her excellent instincts on handling calls, even with challenging clients, have been impressive.”
“He's incredibly communicative, brings deep knowledge to every project, and asks crystal-clear questions when he needs more context.”
“Our Assistantly Unicorn is a very hardworking, reliable individual who is consistently meeting deadlines.”
Free intake audit call
Twenty minutes on your speed to callback
Tell us about the firm. We'll come to the call with where your intake leaks and the seats we'd fill first.
- No commitment until you choose who to hire
- Pricing shown before you interview
- A real person on our team, from the first call
Questions firm owners ask first
Do your operators give legal advice?
No. They don't give legal advice or exercise legal judgment, and they work under attorney supervision. They handle intake, coordination, documentation, and follow-through around your attorneys.
How is confidentiality handled?
Confidentiality terms and access controls are part of the engagement. You decide what your hire can see, and permissions are set up with you before anyone logs on. Bring your firm's requirements to the call and we'll walk through them.
Can you cover intake after hours and on weekends?
Yes. Our talent in the Philippines, Latin America, and Kenya is matched on the hours you need covered, including the evenings and weekends when people in a crisis call.
Do they already know our case management software?
We match on the systems you run, from Clio and Filevine to SmartAdvocate and Lead Docket. Access is set up with you in week one.
Which practice areas do you support?
We're starting with personal injury and immigration firms. Family, estate planning, and bankruptcy firms can book a call, and we'll tell you honestly where we fit.
Will the quality hold up with our clients?
You decide on the work, not the interview. Every finalist completes a Day One™ work trial in the real conditions of the role, scored against a rubric by a person on our team. You see how they performed. The client never keeps, uses, or ships that work.
What does it cost?
Their own rate plus real benefits, shown on every finalist's profile before you interview. See how pricing works.
What if the hire isn't the right fit?
Every hire shares a Fresh Eyes™ review at two weeks, so a weak match surfaces early. If a hire ever stops being the right fit, we find you a new one.
Answer every lead you paid for
Tell us the seats, and we'll show you who has already done the work.
There's no commitment until you choose who to hire.