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Tell us what you need the intake operation to accomplish.
Whether you need AI RiSQ analysis, live transfers, intake-center support, qualification, retainer completion or integrated case delivery, we can build the workflow around your campaign.
What to include
Campaign
Tort/campaign, qualification criteria and expected volume.
Intake Scope
Live transfer, full intake, qualification, document collection or retainer requirements.
Technology
CRM, API, webhook, spreadsheet or other delivery destination.
Reporting
Statuses, dispositions and operational reporting needs.