Intake Operations

Intake Systems Built to
Capture Every Case.

24/7 intake systems built to capture, qualify, and route every viable case opportunity — with bilingual support, scripted intake, and CRM workflows that convert leads into signed clients.

60%
Increase in Lead Conversion
3x
Faster Response Time
0
Missed Calls
24/7
Coverage
Overview

Your Intake Is Your
Revenue Engine

Your intake process is the front line of your firm. Every missed call or poorly handled lead is lost revenue — and most firms don't realize how much they're losing until they fix it.

Polaris builds and manages 24/7 intake systems with bilingual teams, scripted qualification, and CRM-integrated workflows — ensuring every opportunity is captured, routed, and converted.

Outcome

Higher conversion rates, faster response times, and consistent intake performance — in English and Spanish.

Bilingual Support: English and Spanish intake teams available across all coverage hours.

Intake operations center
What We Do

Services Included

24/7 call handling and overflow coverage

Lead qualification and scripted intake

Bilingual intake support (English / Spanish)

CRM entry, routing, and follow-up workflows

Appointment scheduling and escalation

Intake script development and optimization

Tools & Systems

We Work in Your Stack

Filevine
Clio
Salesforce
HubSpot
Litify
MyCase

+ Any CRM or case management system your firm uses

Optimize Your Intake System

Book a strategy call and we'll show you exactly how Polaris would run your intake operation.