Intake Team Training
Done-for-You Solutions.
Optimize Your Intake Operations
Transform your intake team by tackling core issues and streamlining operations. Our expert coaches deliver unlimited training for new and current employees. We evaluate interactions, oversee leads, and manage support tickets while customizing your Lead Docket and Filevine systems to increase firm-wide efficiency.
Trusted By
The experience with Legal Intake Pros has been extremely positive, characterized by excellent communication and a deep understanding of our needs. Their proactive approach has allowed us to achieve far more than we could have on our own, tackling challenges with efficiency and expertise.
The whole team is knowledgeable, communicative, and solutions-oriented! We have learned so much from them and are very thankful for their guidance and training for our firm.
Legal Intake Pros’ impact has been nothing short of remarkable in our intake department’s effectiveness and efficiency. They re-worked some our CRM then have been individually coaching our intake specialists. We can clearly see the true numbers that we need gauge our team’s productivity and the effectiveness of our marketing campaigns.
Absolutely stellar service from the team at Legal Intake Pros. Their efficiency and expertise are unparalleled. With their guidance, we've achieved exceptional results at our firm. Highly recommend!
Yani helped us clean up our internal processes and procedures and we are now capturing a much higher percentage of our leads than we previously. She has helped us establish the processes and infrastructure needed to be able to take on more volume.
We’ve seen significant increases in our signed cases and the Firm is now accurately tracking critical KPIs through the intake systems Yani implemented.
Our law firm has experienced growth through her management of our digital and traditional marketing venues, our public relations, our charitable work, and the expansion of our law firm’s brand awareness. Yani is a creative, “get it done person.” She did more than asked and took great pride in the Firm’s success.
I highly recommend Legal Intake Pros. They are very professional and know how to get the job done in an efficient manner. Yani played a major role in the development of our intake team.
I can't recommend Yani enough. Her intelligence, experience, and skills were very valuable to me and my law firm. It would be a mistake if you are not utilizing her and her company.
Yani's energy and creativity were infectious and excited our other employees to excel as well. She helped our employees buy into the vision.
Yani and her team are top notch. You can't go wrong hiring them.
Yani has an extraordinary capacity for project management, detail management, and the employment of technology in service of both. Highly recommend her and any service she is offering to the legal community.
An incredible spirit with the gift of identifying opportunities, implementing processes, and having a direct impact on a company's growth is unparalleled.
Having collaborated on a number of projects together, Yani has a depth of knowledge and expertise that she brings to the work that makes her stand out amongst the rest. If you are looking for someone to think outside of the box.
How to Work with Us
