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Ready-to-Go Cases Delivered to Your Desk

Fill Your Pipeline with Prepared, Work-Ready Cases

Your clients are your top priority, but screening calls and qualifying leads costs you valuable time, and missed opportunities cost you revenue. Our trained intake specialists screen, qualify, and prepare cases on your behalf — so every case that reaches you is ready to work.

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Calendar and scheduling tools for professional work-ready cases

TCPA Compliant & Zero UPL Risk

Every case is prepared in full compliance with TCPA regulations. We never provide legal advice, opinions, or recommendations.

Customized Qualification Criteria

We screen callers based on your specific case requirements and criteria

Empathy-Driven Intake Conversations

Your potential clients deserve compassionate, professional service from the first interaction

We Help You

From calendars to CRMs, we integrate with the tools you already use for seamless case delivery.

Call Handling & Routing

Answer only the calls you want to answer; we'll handle the rest and qualify every potential client.

24/7 Availability

We are available around the clock and ensure all calls are fielded and professionally cared for.

Work-Ready Cases & Delivery

We prepare and deliver qualified cases so your pipeline stays full and every lead is work-ready.

Instant Notifications

Stay in the loop with instant (or batch) notifications for every new prepared case.

Detailed Reporting & Analytics

Make data-backed decisions with a robust reporting system focused on exceeding your case delivery goals.

CRM Integration / API Delivery

Receive prepared cases via your preferred delivery method — email, CRM sync, live transfer, or API.

What's a missed case worth to you?

We are more than just a lead generation service — we deliver prepared, work-ready cases. We handle all your intake tasks as if we are sitting in your front office. Maximizing efficiencies and minimizing distractions are key for peak productivity. What is your time worth to you?

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How It Works

Our streamlined process gets you up and running quickly, so you can start receiving work-ready cases without disrupting your workflow.

Team collaborating on case intake workflow planning
1

Set Up Within Minutes

First submit an inquiry. Then you'll receive a callback from one of our friendly support representatives to discuss your practice. We like to understand how you prefer to handle calls, from greetings to qualification criteria to case delivery preferences.

2

Potential Client Calls You

We can provide you with a dedicated number or you can forward your current business line to us, ensuring your practice continues running smoothly.

3

We Qualify & Prepare Cases

Once you're onboarded, our intake specialists begin answering calls and screening potential clients. Based on your case criteria and preferences, we prepare qualified cases and ensure everything runs smoothly.

4

We Deliver Your Cases

We understand it's difficult to let go, so stay connected. Whether you choose instant notifications or daily and weekly reports, you'll always have a pulse on what's happening so you can make data-informed decisions.

Cases Delivered How You Want

Email

Prepared cases are instantly delivered to your email address of choice.

CRM Integration

Fully integrate case delivery with your existing CRM system.

API

Deliver new cases via API to your practice management platform.

Live Transfer

Qualified callers can be filtered and live-transferred directly to your phone.

Screening & Qualification Level

Determine the depth of case qualification based on your needs. Screening levels help filter out unqualified prospects. Options range from basic intake to full document prep qualification.

Match Type Description
Basic Intake Potential clients who have expressed interest in your family law services. These individuals are directly connected with you after basic contact information is collected.
Prepared Case Save time and energy by focusing on only the most qualified prospects. Our screening process ensures you receive only cases from individuals who need your services and meet your criteria — fully intake-ready.
Full Document Prep Intake Let us handle the entire intake process, from pre-screening to scheduling consultations and collecting all necessary documentation for your document preparation workflow.

Pricing

Choose a plan that's right for you and your business

Starter

Ideal for solo practitioners or small doc prep businesses with moderate volume.

$149 / Month

Includes 25 prepared cases

$5.99 per additional case

  • Call handling & case routing
  • Work-ready case delivery
  • Message management
  • Empathy-driven client service
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Professional

Perfect for established practices with high case volume and multiple staff.

$599 / Month

Includes 125 prepared cases

$4.99 per additional case

  • Call handling & case routing
  • Work-ready case delivery
  • Message management
  • Empathy-driven client service
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Subscribe Yearly For A 20% Discount

All plans include compliance-reviewed intake processes. Your investment is protected by our rigorous QA protocols.

Professional team meeting to discuss case intake strategy

Unbeatable Services

We guarantee white glove service, with a focus on excellence in care for you and your potential clients. Stratify Case Intake provides the empathy and human voice that's crucial when you're establishing lasting trust between your practice and your clients.

Full Time, Part Time, Overtime

Our customized support packages have your practice covered whenever you need us. We work for you when you want us to.

No Locked-In Contracts or Hidden Fees

Life is full of peaks and valleys. That's why we offer flexible month-to-month plans that you can scale up or down as needed — we've got you.

Transparency and Clarity Are Key

Of course you need oversight — what good business owner doesn't? Get access to your account's real-time activity via our client portal or mobile app.

Seamless Software Integration

Our work-ready cases platform seamlessly integrates with the tools you already use, from calendars to CRMs. Tech is what we do.

Compliance Built Into Every Step

All staff are trained in compliance protocols and ethical intake practices. Regular audits ensure ongoing adherence to state and federal regulations, so your practice stays protected.

Quality-Assured Case Delivery

Each prepared case undergoes quality review before delivery. With 9+ years of professional experience, we deliver consistent, reliable results you can count on.

Need Help Deciding? We're Here to Assist!

If you have any questions or would like to learn about our other packages, speak to our team members today.

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Asked Questions

A Work-Ready Cases Service is an outsourced business service that manages incoming calls on behalf of your family law practice. Our intake specialists screen callers, qualify them based on your case criteria, and deliver prepared, ready-to-go cases to your team. Each prepared case includes verified contact information, qualification details, and completed intake data. In addition to preparing cases, we handle call routing, message management, and other intake tasks. Our specialists are highly trained in professionalism and empathy, and are fully briefed on your practice so they act as a seamless extension of your team.

At Stratify Case Intake, we make it easy to connect you with qualified potential clients by answering and screening your calls when you aren't available. Studies show that 80% of callers hang up when their call goes to voicemail, so you can miss out on vital cases and revenue. Ensuring your calls are answered by a live person increases client satisfaction, builds loyalty, and improves your opportunity to convert inquiries into prepared cases. A work-ready cases service also allows you to screen calls and prioritize which prospects to work first. Utilizing Stratify's work-ready cases service means you have experienced, personable intake specialists interacting with your callers, all while costing significantly less than a full-time receptionist.

Below is a typical example of how our intake specialists handle calls: The call is answered live with your custom greeting. If you've indicated you're not taking calls, the specialist will let the caller know and collect their information for a callback. If you might be available, the specialist will place the caller on hold and contact you to ask if you'd like to take the call. If you accept, the caller is transferred immediately. If you don't answer or decline, the specialist either prepares a case or takes a message, which may be emailed or texted to you or both. We are happy to adapt our call handling to your unique practice, including custom screening questions, trying multiple lines, and more.

That's perfectly fine! The free trial is a great opportunity for us to learn your business. We'll be able to gauge what kind of call volume flows into your practice, then we can customize a plan for you. Rest assured, we offer flexible month-to-month plans that you can scale up or down as needed. You'll never be locked into a long-term contract.

Getting started is straightforward. Our support team will help you choose a plan that best fits your case volume. Following our account setup process, we will conduct a brief interview so that we can build a customized intake solution. Once your account is created, we will provide you with a dedicated telephone number so you can use call forwarding to route your calls to Stratify Case Intake.

CALL Stratify Case Intake TODAY

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