Professional Services · Intake

Group / Class Action Intake Coordination

Handle high-volume intake efficiently when a firm is accepting many similar claims.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Runs a structured, consistent intake script across a high volume of similar inquiries, writing each to the PMS bulk intake module.
  2. Applies standardized eligibility screening criteria set by the attorneys — the agent never makes the legal eligibility determination itself.
  3. Routes eligible intakes to the case management team; ineligible inquiries receive appropriate referral information.
  4. Sends status updates to intake claimants as the case group progresses.

Data sources

Case eligibility criteria (attorney-defined) Practice management bulk intake data

What it targets

  • Intakes processed within the target timeframe Target 90%
  • Eligibility screening accuracy against defined criteria Target 97%