What We offer

What Makes Us Different

We Work Inside Your Firm
We embed ourselves into your systems, your CRM, and your team culture. From day one, we learn how your firm communicates, converts, and delivers—then we level it up.

Custom Workflows & Intake Scripts
No templates here. We develop scripts, follow-up sequences, and intake journeys based on your voice, brand, and case criteria—because no two firms are alike.

Hands-On Intake Coaching
We don’t just “train and leave.” We shadow calls, review notes, and coach your team live to help them build habits that close more cases.

Real-Time Adaptation
As your firm grows, so does your intake strategy. We adjust scripts, messaging, and workflows on the fly to support new campaigns, partners, or case types.

How Our Company Compares

  
    Feature
    Level Up Client Services
    Call Center
    After Hours Coverage Pay Per Sign
  

    Built and managed intake teams in real PI firms
    ✅ Yes
    ❌ No
    ❌ No
  

    10+ years PI-specific intake experience
    ✅ Yes
    ❌ No
     Maybe 
  

    Works directly in your systems tailored to your PI law firm
    ✅ Yes
    ❌ No
    ❌ No
  

    Focuses on both lead conversion + retention
    ✅ Yes
    ❓ Sometimes
    ✅ Yes
  

    Custom scripts, workflows, and live training
    ✅ Yes
    ❌ No
    ❓ Sometimes
  

    Real-time reporting & conversion tracking
    ✅ Yes
    ❓ Sometimes
    ❌ No   (generic not insightful or recommendations made)
  

  Flexible after-hours & weekend intake support
    ✅ Yes
    ✅ Yes
    ✅ Yes
    

    Ongoing support + optimization (not one-off)
    ✅ Yes
    ❌ No
    ❓ Sometimes
    

    Hundreds and multiple clients loses personalized touch and attention 
    ✅ Yes
    ❌ No
    ❓ Sometimes
    

Intake Intel

We begin with a forensic intake audit—uncovering where leads fall through, which sources perform best, and how much potential revenue is being left behind

Precision Build

We implement powerful, ready-to-go workflows, scripts, and CRM integrations designed specifically for PI firms—no generic solutions here.

Conversion Mastery

Through live training, shadowing, and real-time feedback, we elevate your team’s confidence and close rate. Every intake specialist becomes a conversion pro.

Performance Lock

Our ongoing quality control ensures your system stays sharp. You’ll receive monthly intake scorecards, conversion metrics, and compliance checks to maintain peak performance.