Helping you optimize every client opportunity.
Our Mission
At Level Up Client Services, our mission is not to replace your firm but to strengthen and expand it. We honor your firm’s integrity while delivering authentic human interactions that drive meaningful results and maximize your return on investment.
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A Complete Range of Legal Intake Services
Retainer Services
We take your leads from first contact to signed agreement, ensuring every detail is captured and posted directly into your case management system. By streamlining intake, we boost efficiency and accuracy, so you can concentrate on providing exceptional legal services.
After Hours Services
Day or night, our bilingual call answering service is here for you—365 days a year. From message taking and call forwarding to customer service and appointment scheduling, we ensure every call is handled with care so you can focus on what matters most—your business.
Consulting
We help your team succeed by delivering tailored training programs that build strong lead management skills. Alongside this, we optimize your CRM systems to simplify workflows and improve the way your data is managed.
Training
Empower your team with our tailored training programs, designed to build confidence and professionalism in lead management. Plus, with our CRM support, we’ll streamline your workflow and improve data management for greater efficiency.
What We Do Best.
We take leads from first contact to signed contract quickly and securely, available 24/7 to ensure no opportunity is missed. Using advanced technology, we protect client data and maintain compliance, while delivering a friendly intake experience that builds trust from the start.
