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Intake360
A service by Attorney Assistant
24/7 Intake & Reception Coverage

24/7 intake coverage that keeps leads from slipping through the cracks.

Intake360 is your firm's always-on intake and reception operation — built exclusively for contingency-fee firms. We answer, qualify, sign cases on your behalf, and follow up on every lead the moment it comes in, so missed calls, after-hours leads, overflow, and weak follow-up stop turning into lost cases.

The Difference

We don't just answer the phone. We sign cases on your behalf.

Most intake services qualify a lead, take a message, and pass it back to your firm. Intake360 closes. Our intake specialists are trained to sign retainer agreements for your firm — so qualified leads become signed clients the moment they're ready, not after a callback queue or an attorney's lunch break.

That's the difference between a phone-answering service and an intake operation that actually moves your pipeline.

Signed before the lead cools off

We close while they're still on the line — not days later from a callback queue.

Qualified, conflict-checked, signed

By the time the lead lands in your case management system, it's already a client.

Your attorneys see signed clients

Not unqualified prospects to chase. They start with a retainer in hand.

How Intake360 Pricing Works

A flat fee for coverage. Credits for completed work.

$997/month keeps your firm covered. $3,600 buys 360 action-based credits. The fee and credits are separate — credits are used only when defined intake, case-signing, call handling, follow-up, or workflow actions are completed.

Part 1 — The Foundation

Access & Support Fee

Internally, we call it the “Sleep Easy” fee.

$ 997 per month

No more wondering whether the after-hours leads got worked, the weekend calls got returned, or an overflow lead fell into a black hole. The Access & Support Fee buys your firm operational peace of mind — a flat monthly fee that keeps your firm actively covered across nights, weekends, overflow, and follow-up.

  • Active enrollment and continuous opt-in to Intake360
  • 24/7 readiness of our intake team, systems, and routing
  • Coverage of inbound calls, after-hours leads, and overflow
  • Quality Assurance reviews to monitor service consistency
  • Dedicated Client Success Manager for ongoing support
  • Ongoing follow-up engagement on leads you've already sent us
Part 2 — Real Work, Tracked

Credits That Track Real Work Completed

You’re billed by the action — never for idle time.

$ 3,600 = 360 credits

Credits are spent only when our team completes a defined intake, case-signing, call handling, follow-up, or workflow action on your leads. Never for hold time, idle time, or just being on coverage. Credits scale with your volume.

  • Used only when defined actions are completed
  • Same credit cost whether a human or AI completes the action
  • Re-up anytime — credits roll forward until used
  • Separate from and in addition to the Access & Support Fee
What Credits Cover

The Three Buckets

Every credit-eligible action falls into one of three categories.

1

Intake Actions

  • New client intake completed
  • Lead qualification and case screening
  • Conflict checks and data validation
  • Case signing for qualified clients
  • Warm transfers to your team
2

Reception & Call Handling

  • Inbound calls answered
  • After-hours and overflow coverage
  • Message taking and documentation
  • Missed-call recovery attempts
3

Follow-Up & Workflow

  • Callback attempts and re-engagement
  • Appointment confirmations and scheduling
  • Lead disposition updates
  • Workflow tasks tied to completed actions
Your Intake360 Journey

From sign-up to signed cases

1

Sign Up & Integrate

Onboard with your case management system.

2

Activate Coverage

Fund credits. Access & Support Fee begins.

3

Capture Every Lead

We answer, qualify, sign cases, and follow up 24/7.

4

Review Activity

Track every action and signed case outcome.

5

Sign More Cases

Stop losing revenue to broken intake.

The Attorney Assistant Promise

We rescue law firms from chaos with our elite teams + AI solutions.

What's Included

Built so missed leads stop becoming missed cases.

Client Portal

Credit usage, signed agreements, feedback, comments, and data in one place.

English & Spanish

Bilingual agents serve your full client base.

AI + Human Pairing

Complete, around-the-clock coverage.

QA on Every Call

Every call we handle on your behalf is reviewed.

Recurring Meetings

Ongoing check-ins with your dedicated Success Manager.

Scales With You

Grow without adding internal hires.

Always-on coverage

Intake360 keeps the intake engine ready when your office is closed, overloaded, or stuck in callback purgatory.

Action-based billing

Credits are tied to completed work, so the model stays clean, trackable, and painfully easy to explain.

Case-signing execution

Dedicated teams and AI-supported workflows help capture, qualify, sign, and route more leads without adding internal headcount.

Better Together

Complete Coverage for Your Firm

Intake360 captures every lead — and pairing it with a dedicated assistant gives your firm comprehensive coverage from first call to case resolution. Most of our clients benefit from this strategic combination, and our team will help you find the right mix.

Build Your Custom Solution

Start Capturing Every Lead

See for yourself what your firm is missing after hours.

Access & Support Fee renews every 30 days using the payment method on file until canceled in writing. The service fee is separate from credit purchases and does not include credits or guarantee a specific number of calls, transfers, or signed contracts.