Intake Smarter.
Files That Hold Up.

We qualify. We verify. You get files that hold up.

We are not a generic call center with a legal script. We are intake specialists — built for this industry, fluent in criteria-heavy conversations, and trained to help callers move through fear toward a decision. We qualify with discipline and deliver files already checked against the call, the criteria, and the red flags.

Legal intake operations desk with call monitoring tools
Screen
Criteria
Review
QA
Deliver
Clean

The legal intake industry runs on clean files. We produce them.

  • PI and mass tort firms. Lead gen companies. Intake centers.

For PI and mass tort firms, lead gen companies, and intake centers — the bar is the same. Callers qualified against your criteria. Stories verified. Signatures secured. Files delivered ready to move.

Live intake. QA. Overflow capacity. Built for teams that can't afford a bad file.

Legal intake QA and secondary intake workspace

From first call to ready-to-work file.

Hand us the campaign, the criteria, or the inventory your team cannot keep chasing. We qualify the right people, get signatures while momentum is alive, verify the story, and give your team live visibility through InnoDash.

01 / Qualify

Criteria-heavy screeners, disqualifiers, and clean call documentation.

02 / Sign

Qualified claimants get guided through fear while the decision has momentum.

03 / Verify

Secondary calls, CaseCure™ review, and human QA before delivery.

/ 01

Mass Tort & Class Action Intake

Pharmaceutical, product liability, environmental, social media, and other criteria-heavy matters. Scripts run clean, DQ gates stay intact, and every material answer is captured.

Pharma, environmental, product liability, social media.

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/ 02

Personal Injury Intake

Auto, premises liability, product liability, big trucking, and related injury matters. Fast triage, cleaner handoff, and fewer qualified callers lost to missed follow-up.

Auto, trucking, premises, product liability.

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/ 03

Plaintiff Fact Sheets & Workup

Plaintiff fact sheets, case workup support, missing-information chases, and structured claimant follow-up. We help move files from signed to usable.

Signed → usable. We close the gap.

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/ 04

Survivor (SA) Intake

Trauma-informed conversations led with clinical sensitivity and crisis awareness. We give claimants room to speak while maintaining enough structure to avoid escalation, preserve the record, and keep the intake safe.

Trauma-informed. Clinical sensitivity. The record stays clean.

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/ 05

Custom Campaign Builds

Bring us the matter. We build the screener, train the floor, map the disposition logic, and stand up a qualified intake flow around your criteria.

Bring the matter. We build the intake around it.

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/ 06

QA & Secondary Intake

Already running intake or buying signed retainers from a marketer? We place a fresh secondary call to confirm the file meets your criteria, then dig a layer deeper for the facts your case managers would otherwise have to chase.

We audit retainers. Catch what the first pass missed.

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/ 07

MIA Client Live Transfers

When clients go quiet, we use advanced dialing technology and trained intake skill to get them back on the phone, keep them engaged, and live-transfer them to your staff.

Client went quiet? We re-engage. Live-transfer to your team.

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/ 08

Lead Revival Campaigns

If your team has given up on previously dialed leads, hand them to us. We structure custom revival pricing around turning stalled leads into a meaningful docket. Leads are not cheap; do not let agent fatigue cost you clients.

Dead leads aren't dead. They're fatigued.

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No square pegs forced into round holes.

Our process is built around fit, not volume. If a PNC is not right for your criteria, we do not force the file through to get paid. CaseCure™ monitors the intake before the retainer is sent, live human QA verifies validity, and the finished file gets a final CaseCure™ review before it is packed up for delivery.

  • Fit over volume. We don't force files through to get paid.
Case review desk with quality assurance checklist
Review before delivery
Call, form, flags, and fit checked before it reaches your team.
Layer 01

Pre-Retainer Monitoring

CaseCure™ monitors the call before the retainer goes out, comparing the PNC's statements to the intake form and your qualification criteria while there is still time to clarify the record.

CaseCure™ checks the call. Before the retainer ships.

Layer 02

Human Validity Check

Live human quality assurance verifies the file is valid, the claimant is a fit, and the answers support the retainer. We are looking for the truth of the file, not a way to jam it through.

Fresh ears. Is this file actually valid?

Layer 03

Final Package Review

Before delivery, the entire product gets a final CaseCure™ review: call, form, red flags, supporting details, and disposition. The file should arrive ready for your team to work.

Call + form + flags. Delivered clean.

Three checkpoints. One outcome. A claimant who fits your criteria and a file your case manager does not have to reconstruct.

3 checkpoints. 0 square pegs. 1 clean file.

Innovative isn't branding.
It's what we do.

Modern intake needs operators, records, and judgment. We built the tooling around the floor, not the other way around, so the people doing the work can catch what software alone misses.

The process is ours.

The file is yours.

The Stack
  • CaseCure™: call vs. form, pre-retainer.
  • Human QA: fraud, coaching, dual-rep. Every file.
  • InnoDash + advanced dialing.
Most campaigns launch in under a week. Rush builds same-day.
TC
Outgoing Call with Test Caller A
Apr 15, 2026  9:14 AM  |  22 mins 18 secs  |  View Details
Overview
Transcript
Call Summary
Call Summary Smart Chapters
  1. Caller confirmed not currently represented and reported a qualifying diagnosis in February 2021.
  2. Residential history captured for the last 10 years across 3 states; all addresses confirmed verbally.
  3. Medical details captured: diagnosis, treatment timeline, current status, and reported complications.
  4. Caller declined to provide SSN on the call but agreed to submit via secure intake portal.
  5. Agent advised follow-up packet will be sent within one week.
Action Items
Ask AI Beta
How can I help you?
Try Asking
💡 Action items
💡 Key decisions
💡 Open questions
💡 Meeting summary
💡 Follow-up email draft

Illustrative mockup · Safe placeholder data · JustCall AI interface

AI-enabled dialing with full transcription
Every call summarized, every action item captured, instantly searchable.
InnoDash intake technology dashboard workspace
Tools around operators
Technology that sharpens judgment instead of replacing it.

Live intelligence on top of human intake.

Call Signal

Calls are watched for mismatches, red flags, missing facts, and momentum while the claimant is still engaged.

Dialing Reach

Advanced dialing supports MIA transfers and revival campaigns without asking tired agents to brute-force the same list.

InnoDash

Live partner visibility.

Real time
128
In pipeline
42
Signed
17
QA review
9
Ready

Partners can see campaign volume, file status, QA outcomes, and delivery flow without waiting on a Friday email.

Audit Trail
Call matchedpass
Facts completereview
Package readypass

Recordings, notes, dispositions, QA decisions, and delivery status stay tied to the file.

Criteria Engine
Fit
Clarify
Signed
Flag

Matter-specific criteria, DQ gates, and next-step logic keep the floor aligned with the criteria you set.

Not software instead of people. Software watching with people.

01

CaseCure™ compares spoken answers to the intake record before the retainer goes out.

02

Human QA validates edge cases, fraud signals, coaching concerns, and possible dual-rep issues.

03

Advanced dialing helps recover MIA clients and previously dialed leads without letting agent fatigue decide the docket.

04

InnoDash gives partners live visibility into pipeline volume, file status, QA outcomes, and delivery flow.

05

The final package lands with context, not mystery: call, form, review, disposition, and the details your team asked us to gather.

Most campaigns launch in under a week. Rush builds same-day.

Meet CaseCure™.

Most intake problems are discovered too late. A contract goes out, a client signs, and only then does someone find a missing field, a missed disqualifier, or a date that does not add up. By the time the file reaches your team, the cleanup has already started.

CaseCure™ moves that review upstream. It monitors the call before the retainer is sent, compares what the claimant says against what the intake form says, and flags the problems that can poison a file: missing facts, fraud indicators, coaching risk, possible dual representation, and answers that do not line up.

Most QA happens after the damage is done. CaseCure™ happens before.

  • Live during the call — while there's still time.
  • Spoken answers vs. intake form. Flags every mismatch.
  • Catches: missing facts, fraud signals, coaching, dual-rep risk.
  • Verdict before the retainer ships. Hold or clear.
CaseCure™ · Live Review
Active
Diagnosis date captured
SOL window confirmed
No prior representation
Treatment record needed ⚑ flag
Photo evidence on file
Pre-sign verdict
Hold for treatment record
Eval time
52s

Illustrative · Live agent view during call

CaseCure Agent Q&A — real-time qualification coaching during a live intake call
Real-time qualification coaching
Agents ask. CaseCure answers — with the exact next question.
/ Call Monitoring

Listens while the call happens.

The review runs while the agent is still speaking with the claimant. Statements, dates, injuries, representation answers, and disqualifier responses are checked before the file moves forward.

/ Form Match

Compares the story to the form.

CaseCure™ compares the claimant's spoken answers to the intake form, looking for mismatches, missing details, and answers that need to be clarified while the person is still on the phone.

/ Red Flag Review

Fraud, coaching, dual-rep risk.

The system flags possible fraud, coaching, prior representation, dual-rep issues, and other integrity concerns. Our trained reviewers make the final call before anything ships.

The file that lands on your case manager's desk has already been checked against the call, the form, the red flags, and your fit criteria before it ever left our floor.

See the floor, the files, and the review process.

Reading about intake is cheap. We would rather show you how we work: the campaign setup, the QA flow, the call review, the delivery standard, and the places where our team catches problems before your team has to.

Request a walkthrough and we will tailor it to the criteria & campaigns you actually run.

  • The actual workflow. No decks. No theater.
  • Walk away knowing if we fit.
Matter-specific walkthrough using your practice area and intake criteria
No theater. Just the workflow, the files, and your questions
Clear next step. Walk away knowing whether we are a fit
CaseCure QA Scorecard — every file scored across 8 categories with color-coded grades and coaching notes
Every file scored across 8 categories
Color-coded grades, specific flags, coaching notes per call.
Workflow Walkthrough

One business day response · No spam · No drip campaigns

We are intake specialists, not phone-answering drones.

Innovative Intake was built in the trenches of legal intake. Years of campaign work, claimant conversations, disqualifier calls, retainer saves, and file cleanups shape the way we operate. We do not run reception for doctors, dentists, or plumbers. We do legal intake, and we built the company around doing that one thing well.

That focus matters when the person on the phone is hurt, scared, ashamed, skeptical, or unsure whether they are ready to act. The job is not just to read a script. The job is to qualify the claim, protect the record, and help a qualified claimant find enough courage to take the next step.

  • Legal intake only. Built for the moment when someone is hurt, scared, and unsure.
No leading questions.

Every script verbatim. Every disqualifier honored. Compliance-first from the first ring to the signed retainer.

Recordings on every file.

Full call recordings, transcripts, and disposition history attached to every lead delivered. Audit-ready by default.

Real humans. Real US.

A trained, supervised, in-house floor based in the United States. No offshore cold rooms, no software-only pipelines, no missed nuance.

Quiet trauma-informed legal intake workspace
Care with structure
Trauma-informed intake that protects the claimant and the record.

Behind every call is someone's worst day.

An injury. A diagnosis. A loss. Most people calling an intake line have never spoken to a lawyer in their life, and they're calling because something terrible has already happened. We treat that moment like the moment it is.

Pillar 01

Trauma-informed.

Every agent on our floor is trained to listen first and qualify second. We don't rush. We don't lead. We don't talk over a person who's just trying to be heard. The script runs verbatim because the criteria matter, but the cadence is human, because the caller is too. We've built our floor around the truth that intake isn't a transaction. It's the first time someone gets to tell their story. That takes calm conviction and compliant urgency — not a script-reader on a clock.

  • Scripts run verbatim. Cadence stays human. Calm conviction, compliant urgency.
Pillar 02

Run by a counselor.

Innovative Intake is owned and operated by a former licensed family and addictions counselor with over a decade of clinical experience in victim support, crisis management, and trauma-informed communication. Empathy isn't a script note here. It's how the floor was built.

  • Former licensed family + addictions counselor. Decade of clinical experience. Empathy is how the floor was built.
Pillar 03

Domestic floor. No exceptions.

Most intake centers in this industry are offshore boiler rooms — agents working from scripts they barely understand, paid by the signed retainer, with no accountability when a file doesn't hold up. Our floor is in the United States. Trained. Supervised. In-house. Every call recorded, every file reviewed by people who understand what "qualified" actually means.

  • US-based, in-house, supervised. No offshore boiler rooms.
Pillar 04

Zero tolerance for fraud.

The intake industry has a fraud problem. Offshore boiler rooms manufacture cases that don't exist. Leading questions inflate criteria that aren't met. Files clog dockets, dilute legitimate claims, slow real recoveries, and erode the trust that the entire plaintiff bar depends on. We refuse to participate. We use every tool we have. Pattern detection, recorded audit trails, supervised human review. We spot fraudulent intake, surface it, and shut it down before it ever reaches your desk.

  • Pattern detection. Audit trails. Human review. We surface it before it reaches your desk.
Pillar 05

Humans, sharpened by tools.

Our agents are trained, supervised, and based here in the United States. Our software watches every call and audits every file. Together they form a check on each other. Neither one can quietly cut corners, because the other is always looking. The result is fewer signed retainers than the offshore shops are willing to claim. The retainers we do sign are real. That's the trade. We make it gladly.

  • Tools watch the humans. Humans watch the tools. Neither cuts corners.

We are not here to flood your docket.
We are here to protect it.

Let's talk about your pipeline.

Tell us about the campaigns you are running, where intake is breaking down, and what a clean file needs to include. We will respond inside one business day.

Tell us where intake is breaking down. We'll respond inside a business day.

Headquarters
Las Vegas, Nevada
Legal intake dialing and revival operations workspace
Start with the docket
Tell us what a clean file needs to include.

Response within one business day.

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