Plaintiff-side intake, built for files that hold up

Qualified claimants.
Signed retainers.
Cleaner dockets.

We are not reception with a legal script. We are plaintiff-side intake specialists. We qualify with discipline, help injured people move through fear, and deliver files already checked against the call, the criteria, and the red flags.

Book a Capabilities Call See the Process
Legal intake operations desk with call monitoring tools
Screen
Criteria
Review
QA
Deliver
Clean
Mass Tort◆ Personal Injury◆ Class Action◆ Pre-Litigation◆ Sexual Abuse Intake◆ Custom Campaigns◆ Mass Tort◆ Personal Injury◆ Class Action◆ Pre-Litigation◆ Sexual Abuse Intake◆ Custom Campaigns◆
01 · Capabilities

The intake bench your firm can actually lean on.

We are built for firms that care what happens after the lead is "converted." Our floor handles criteria-heavy conversations, documents what was said, catches missing facts before delivery, and signs qualified claimants while the decision still has momentum.

Legal intake QA and secondary intake workspace
Built for qualified files

From first call to firm-ready package.

Hand us the campaign, the criteria, or the inventory your team cannot keep chasing. We qualify the right people, get signatures while momentum is alive, verify the story, and give your team live visibility through InnoDash.

01 / Qualify

Criteria-heavy screeners, disqualifiers, and clean call documentation.

02 / Sign

Qualified claimants get guided through fear while the decision has momentum.

03 / Verify

Secondary calls, CaseCure™ review, and human QA before delivery.

/ 01

Mass Tort & Class Action Intake

Pharmaceutical, product liability, environmental, social media, and other criteria-heavy matters. Scripts run clean, DQ gates stay intact, and every material answer is captured.

/ 02

Personal Injury Intake

Auto, premises liability, product liability, big trucking, and related injury matters. Fast triage, cleaner handoff, and fewer qualified callers lost to missed follow-up.

/ 03

Plaintiff Fact Sheets & Workup

Plaintiff fact sheets, case workup support, missing-information chases, and structured claimant follow-up. We help move files from signed to usable.

/ 04

Sexual Abuse Intake

Trauma-informed conversations led with clinical sensitivity and crisis awareness. We give claimants room to speak while maintaining enough structure to avoid escalation, preserve the record, and keep the intake safe.

/ 05

Custom Campaign Builds

Bring us the matter. We build the screener, train the floor, map the disposition logic, and stand up a qualified intake flow around your criteria.

/ 06

QA & Secondary Intake

Already running intake or buying signed retainers from a marketer? We place a fresh secondary call to confirm the file meets your criteria, then dig a layer deeper for the facts your case managers would otherwise have to chase.

/ 07

MIA Client Live Transfers

When clients go quiet, we use advanced dialing technology and trained intake skill to get them back on the phone, keep them engaged, and live-transfer them to your staff.

/ 08

Lead Revival Campaigns

If your team has given up on previously dialed leads, hand them to us. We structure custom revival pricing around turning stalled leads into a meaningful docket. Leads are not cheap; do not let agent fatigue cost you clients.

02 · Why Firms Choose Us

We are intake specialists, not phone-answering drones.

Innovative Intake was built in the trenches of legal intake. Years of campaign work, claimant conversations, disqualifier calls, retainer saves, and file cleanups shape the way we operate. We do not run reception for doctors, dentists, or plumbers. We do legal intake, and we built the company around doing that one thing well.

That focus matters when the person on the phone is hurt, scared, ashamed, skeptical, or unsure whether they are ready to act. The job is not just to read a script. The job is to qualify the claim, protect the record, and help a qualified claimant find enough courage to take the next step.

Trauma-informed legal intake workspace
Legal intake only
A floor trained for claimants, criteria, retainers, and record integrity.
/ Legal Intake Only

No generic call floor.

Our agents are trained around plaintiff-side qualification, retainers, disqualifiers, and case viability. We are not asking legal callers to compete for attention with medical reception or general answering-service work.

/ Qualified Means Signed

We do not punt momentum.

If the file qualifies, our job is to help the claimant get signed while they are ready to move. We do not default to vague callbacks and hope courage survives until later. We guide the person through the decision with calm conviction and compliant urgency.

/ Abuse-Specific Experience

White-glove care for hard calls.

Our company is owned and operated by a formally educated family and addictions counselor with clinical experience in victim support, crisis management, and trauma-informed communication. Empathy is not a script note here. It is part of the operating system.

We are not chasing signatures. We are helping injured people move from fear toward closure, justice, and a file your firm can stand behind.

03 · Three-Layer Review

No square pegs forced into round holes.

Our process is built around fit, not volume. If a PNC is not right for your criteria, we do not force the file through to get paid. CaseCure™ monitors the intake before the retainer is sent, live human QA verifies validity, and the finished file gets a final CaseCure™ review before it is packed up for your firm.

Case review desk with quality assurance checklist
Review before delivery
Call, form, flags, and fit checked before it reaches your team.
Layer 01

Pre-Retainer Monitoring

CaseCure™ monitors the call before the retainer goes out, comparing the PNC's statements to the intake form and your qualification criteria while there is still time to clarify the record.

Layer 02

Human Validity Check

Live human quality assurance verifies the file is valid, the claimant is a fit, and the answers support the retainer. We are looking for the truth of the file, not a way to jam it through.

Layer 03

Final Package Review

Before delivery, the entire product gets a final CaseCure™ review: call, form, red flags, supporting details, and disposition. The file should arrive ready for your team to work.

Three checkpoints. One outcome. A claimant who fits your criteria and a file your case manager does not have to reconstruct.

04 · Live Qualification

Meet CaseCure™.

Most intake problems are discovered too late. A contract goes out, a client signs, and only then does someone find a missing field, a missed disqualifier, or a date that does not add up. By the time the file reaches your team, the cleanup has already started.

CaseCure™ moves that review upstream. It monitors the call before the retainer is sent, compares what the claimant says against what the intake form says, and flags the problems that can poison a file: missing facts, fraud indicators, coaching risk, possible dual representation, and answers that do not line up.

CaseCure™ · Live Review
Active
Diagnosis date captured ✓
SOL window confirmed ✓
No prior representation ✓
Treatment record needed ⚑ flag
Photo evidence on file ✓
Pre-sign verdict
Hold for treatment record
Eval time
52s

Illustrative · Live agent view during call

Live intake review and case validation station
Live review during the call
The story is checked while there is still time to clarify it.
/ Call Monitoring

Listens while the call happens.

The review runs while the agent is still speaking with the claimant. Statements, dates, injuries, representation answers, and disqualifier responses are checked before the file moves forward.

/ Form Match

Compares the story to the form.

CaseCure™ compares the claimant's spoken answers to the intake form, looking for mismatches, missing details, and answers that need to be clarified while the person is still on the phone.

/ Red Flag Review

Fraud, coaching, dual-rep risk.

The system flags possible fraud, coaching, prior representation, dual-rep issues, and other integrity concerns. Our trained reviewers make the final call before anything ships.

The file that lands on your case manager's desk has already been checked against the call, the form, the red flags, and your fit criteria before it ever left our floor.

05 · Proof Before Promises

See the floor, the files, and the review process.

Reading about intake is cheap. We would rather show you how we work: the campaign setup, the QA flow, the call review, the delivery standard, and the places where our team catches problems before your team has to.

Request a walkthrough and we will tailor it to the matters your firm actually runs.

✓
Matter-specific walkthrough using your practice area and intake criteria
✓
No theater. Just the workflow, the files, and your questions
✓
Clear next step. Walk away knowing whether we are a fit
Real-time intake dashboard and workflow view
Proof before promises
Walk through the workflow before you trust us with volume.
Workflow Walkthrough

One business day response · No spam · No drip campaigns

06 · Our Stand

Behind every call is someone's worst day.

An injury. A diagnosis. A loss. Most people calling an intake line have never spoken to a lawyer in their life, and they're calling because something terrible has already happened. We treat that moment like the moment it is.

Quiet trauma-informed legal intake workspace
Care with structure
Trauma-informed intake that protects the claimant and the record.
Pillar 01

Trauma-informed.

Every agent on our floor is trained to listen first and qualify second. We don't rush. We don't lead. We don't talk over a person who's just trying to be heard. The script runs verbatim because the criteria matter, but the cadence is human, because the caller is too. We've built our floor around the truth that intake isn't a transaction. It's the first time someone gets to tell their story.

Pillar 02

Aligned with plaintiff.

We don't represent both sides. We don't sell to insurance defense. Every campaign on our floor is built around firms fighting for injured, harmed, and wronged clients. We measure success the same way our partners do: cases that hold up, claims that compensate, justice that lands. We win when your clients do.

Pillar 03

Zero tolerance for fraud.

The intake industry has a fraud problem. Offshore boiler rooms manufacture cases that don't exist. Leading questions inflate criteria that aren't met. Files clog dockets, dilute legitimate claims, slow real recoveries, and erode the trust that the entire plaintiff bar depends on. We refuse to participate. We use every tool we have. Pattern detection, recorded audit trails, supervised human review. We spot fraudulent intake, surface it, and shut it down before it ever reaches your desk.

Pillar 04

Humans, sharpened by tools.

Our agents are trained, supervised, and based here in the United States. Our software watches every call and audits every file. Together they form a check on each other. Neither one can quietly cut corners, because the other is always looking. The result is fewer signed retainers than the offshore shops are willing to claim. The retainers we do sign are real. That's the trade. We make it gladly.

We are not here to flood your docket.
We are here to protect it.

07 · The Edge

Innovative isn't branding.
It's what we do.

Modern intake needs operators, records, and judgment. We built the tooling around the floor, not the other way around, so the people doing the work can catch what software alone misses.

The process is ours.

The file is yours.

InnoDash intake technology dashboard workspace
Tools around operators
Technology that sharpens judgment instead of replacing it.
Innovation stack

Live intelligence on top of human intake.

Call Signal

Calls are watched for mismatches, red flags, missing facts, and momentum while the claimant is still engaged.

Dialing Reach

Advanced dialing supports MIA transfers and revival campaigns without asking tired agents to brute-force the same list.

InnoDash

Live partner visibility.

Real time
128
In pipeline
42
Signed
17
QA review
9
Ready

Law firm partners can see campaign volume, file status, QA outcomes, and delivery flow without waiting on a Friday email.

Audit Trail
Call matchedpass
Facts completereview
Package readypass

Recordings, notes, dispositions, QA decisions, and delivery status stay tied to the file.

Criteria Engine
Fit
Clarify
Signed
Flag

Matter-specific criteria, DQ gates, and next-step logic keep the floor aligned with the firm.

Operational advantage

Not software instead of people. Software watching with people.

01

CaseCure™ compares spoken answers to the intake record before the retainer goes out.

02

Human QA validates edge cases, fraud signals, coaching concerns, and possible dual-rep issues.

03

Advanced dialing helps recover MIA clients and previously dialed leads without letting agent fatigue decide the docket.

04

InnoDash gives partner firms live visibility into pipeline volume, file status, QA outcomes, and delivery flow.

05

The final package lands with context, not mystery: call, form, review, disposition, and the details your staff asked us to gather.

94%
QA Pass Rate
24/7
Floor Coverage
<1wk
Campaign Launch
3
Layers of Review
No leading questions.

Every script verbatim. Every disqualifier honored. Compliance-first from the first ring to the signed retainer.

Recordings on every file.

Full call recordings, transcripts, and disposition history attached to every lead delivered. Audit-ready by default.

Real humans. Real US.

A trained, supervised, in-house floor based in the United States. No offshore cold rooms, no software-only pipelines, no missed nuance.

08 · Get In Touch

Let's talk about your pipeline.

Tell us about the campaigns you are running, where intake is breaking down, and what a clean file needs to include. We will respond inside one business day.

Headquarters
Las Vegas, Nevada
Legal intake dialing and revival operations workspace
Start with the docket
Tell us what a clean file needs to include.

Response within one business day.