Assistants who work in Lawmatics

They open the day with anything unanswered overnight: web enquiries, chat transcripts, voicemails, all called and emailed before the morning meeting. Then the pipeline in stage order, with the stalled leads chased first. Through the day they book consultations, send intake forms and fee agreements, follow up on unsigned documents and answer questions that do not need an attorney. They audit automation runs so nothing double-sends. The end-of-day report shows enquiries received, first-contact times, consultations booked, agreements signed and the leads an attorney should call personally.

Our intake assistants are trained on Lawmatics before they work a live pipeline: stages and statuses, intake forms, automations and campaigns, booking, e-signature, custom fields and the reporting tabs. The training is internal to AssistBPO. We do not claim Lawmatics vendor certification for our staff, and AssistBPO holds no Lawmatics partner, reseller or affiliate status. The product name identifies the software your firm uses. During the match we will tell you which practice areas the proposed assistant has handled intake for and let you hear how they sound on a call.

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated intake assistant is priced per person for a monthly block of hours in your time zone rather than per lead or per signed client, so a strong advertising month does not raise the bill. Your Lawmatics subscription stays on the firm's own account and is billed by the vendor directly. Firms with evening and weekend enquiry peaks often add after-hours coverage to the same plan instead of buying an answering service separately.

They screen against your written criteria and nothing more. That means asking your qualifying questions, recording the answers, and applying clear rules such as jurisdiction, incident date and case type. They do not evaluate merits, estimate case value, comment on limitation periods or quote fees outside your published schedule. Anything outside the script is routed to an attorney with a written summary the same day. We build the script with you during onboarding, and the team lead reviews recorded calls monthly against it so the boundary stays where you put it.

All outbound calls, texts and emails run with lawful consent and do-not-call scrubbing. The assistant follows up people who contacted your firm, which is the bulk of the pipeline, and works from the consent recorded on the enquiry. Numbers are checked against do-not-call lists where a lead did not initiate contact, calling windows are respected, and opt-outs are recorded and honored at once. Purchased lists and unsolicited outreach to accident victims or similar groups are not work we will do.

Create a user in your own Lawmatics account with permissions matched to intake: contacts, pipelines, forms, documents and calendars, with billing, account settings and automation publishing reserved for your admin unless you decide otherwise. They sign in from a managed company device with two-factor authentication and no shared logins. Activity is recorded under their name. Every assistant signs a confidentiality agreement covering prospective client information before onboarding, and access is revoked the day an engagement ends.