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Freelance Annie 
Intake Serivces

📞 Intake Services for Family Law Firms

When you're in court, in consults, or buried in discovery, it's easy for new client inquiries to slip through the cracks. But every missed call could be a missed case. That’s where I come in.

I offer flexible intake packages designed specifically for Texas family law attorneys—whether you just need someone to answer Zoom calls or want to completely hand off onboarding from conflict check to consultation scheduling.

🔹 Basic Intake Coverage – $150/week

Reliable. Efficient. No-frills support for busy solos.

  • Live Zoom or phone call coverage for up to 5 potential clients/week

  • Quick intake info sent directly to your inbox

  • Red flag screening (domestic violence, CPS, complex issues)

  • Syncs with your calendar to avoid double-booking

  • No CRM access or onboarding document handling

Perfect for firms that need help catching the calls, not closing the sale.

PNC intake made easy
client intake streamlined, efficient and affordable

🔹 Premium Intake Services – $300/week

Comprehensive, branded client onboarding—without hiring in-house.

  • Conflict checks and lead screening

  • Client interviews via Zoom, phone, or form

  • CRM or case management entry

  • Sends fee agreements, welcome packets, and intake forms

  • Consultation scheduling and calendar management

  • Follow-ups with non-retained leads

  • Custom scripts and form creation (available upon request)

  • Weekly summary of all leads, statuses, and pending tasks

Designed for attorneys who want intake handled—start to finish.

📌 Why It Works

✅ No missed leads
✅ No awkward first impressions
✅ No administrative burden on your legal team
✅ All intake services are non-legal, ethical, and secure

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