Intake Specialist Staffing

Never Miss Another Lead. Hire Intake Specialists Who Answer Every Call.

PolarisOP places bilingual intake specialists trained in PI protocols — 24/7 coverage, CRM integration, and full daily management included.

1 (877) 856-7092

Hiring intake staff costs $4,000+ in recruiting fees and takes 6–8 weeks. Then they quit, and you start over. Meanwhile, Spanish-speaking leads call competitors who answer in their language.

72hrs
Avg. deployment time
10min
Avg. response time
0
Recruiting fees for you
EN+ES
Bilingual by default
The Difference

Hiring In-House vs. Placing a PolarisOP Intake Specialist

Metric
In-House Hiring
With PolarisOP
Response time
4+ hours (voicemail backlog)
Under 10 minutes
After-hours coverage
No staff available
Live intake specialist 24/7
Spanish-speaking callers
Missed or delayed
Native bilingual specialist
Intake consistency
Inconsistent (varies by staff)
Structured PI protocols
Recruiting burden
$4,000+ in fees, 6–8 weeks
Placed and deployed in 72 hours
Placement Process

How We Place Your Intake Specialist

Step 01

Discovery Call

Tell us your call volume, CRM, and intake protocols. We design the specialist profile.

Step 02

We Recruit & Vet

We source bilingual candidates with PI intake experience and test them on your scripts.

Step 03

You Meet Your Specialist

Approve your placed intake specialist. We handle onboarding, CRM access, and protocol training.

Step 04

They Start Taking Calls

Your specialist begins handling inbound leads, capturing info, and routing per your direction.

Step 05

We Manage Daily

Payroll, supervision, performance reviews, and shift coverage — all handled by PolarisOP.

See how a placed intake specialist works inside your firm — book a 20-minute staffing walkthrough.

Staffing Result

A 14-attorney Florida firm placed 3 PolarisOP bilingual intake specialists and reduced response time from 4.2 hours to under 10 minutes. The firm reported improved lead conversion and zero recruiting overhead — PolarisOP handled payroll, scheduling, and performance management for all three staff members.

Overview

Intake Is Your First Hire. Make It the Right One.

Your intake process is where every potential client relationship begins. When calls go unanswered or information is captured inconsistently, firms lose leads and revenue before attorneys ever review a case.

PolarisOP places bilingual intake specialists who work as dedicated members of your team — trained on your protocols, logged into your CRM, and managed by us so you never deal with recruiting, payroll, or turnover again.

Result

Consistent intake performance, faster lead capture, and zero internal recruiting burden — in English and Spanish.

Intake specialist workspace

24/7 Live Coverage

Every inbound call answered by your placed specialist — no voicemail, no missed leads.

Bilingual by Default

All placed intake specialists are natively fluent in English and Spanish.

CRM-Trained From Day One

Your specialist is trained on your case management system before their first shift.

What Your Specialist Does

Tasks Your Placed Intake Specialist Handles

24/7 live call handling and overflow coverage

Lead intake and structured information capture

Bilingual intake in English and Spanish

CRM entry, routing, and follow-up workflows

Appointment scheduling and escalation

Intake protocol refinement and reporting

Tools & Systems

Your Specialist Works in Your Stack

Filevine
Clio
Salesforce
HubSpot
Litify
MyCase

+ Any CRM or case management system your firm uses

Ready to Hire Intake Specialists?

Book a call and we'll show you how PolarisOP places bilingual intake staff inside your firm — with zero recruiting overhead.

1 (877) 856-7092