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Never lose a client again
Accurate and professional outreach following initial contact is essential for converting a new lead into a signed client. That’s why Intake Dynamicsâ„ developed CasePathâ„ , an internal methodology for case acquisition. Our team focuses on all client touch points throughout the lifecycle of the case, including getting extended questionnaires, plaintiff fact sheets and census forms completed and acquiring medical records specific to the tort. Never lose your investment in acquiring a case again!
Services
Client Welcome Call & Packet
Provide new clients a call welcoming them to the firm and explain the next steps. Send a welcome packet including the firm’s contact information and a copy of the retainer agreement.
Extended Intake
Gather additional information from client post retention.
Medical Records
Medical record retrieval in
compliance with HIPAA.
Scheduling
Contact client to schedule
calls with the firm.
Client Updates
Calls, texts and emails to clients updating case status and ensuring contact with the firm is maintained.
Case Lifecycle Dashboard
Transform your case docket data into an easy to digest dashboard.
Post Settlement
Acquire the necessary information and signatures from the client to disburse funds.
Case Filing Documents
Completion of Plaintiff Fact Sheets, Questionnaires, and Client Census Forms, reducing your firm’s workload.
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