Full-Service Intake Support for Document Preparation
Streamline your document preparation intake by letting our trained specialists handle the front-end process — from initial inquiry to completed intake forms. Reclaim your time to focus on what you do best.
At Stratify Case Intake, we understand the demands of managing a document preparation business. Our solutions allow you to focus on preparing accurate, timely documents while we handle the client-facing intake process with care and compliance.
With our combination of trained human specialists and efficient technology, we manage your intake volume so you never miss an opportunity. Whether you need help with screening, form collection, or full intake processing, we have you covered from start to finish.
Trained Family Law Intake Specialists
Expertly managing sensitive intake conversations with empathy and accuracy
Full Compliance & Zero UPL Risk
Every intake follows TCPA-compliant procedures and undergoes quality review. We never provide legal advice — your practice stays protected.
Customized Intake Workflows
Designed to fit your document preparation business's unique processes
How It Works
We understand you carry a full workload. Our goal is to minimize your effort during the intake phase so you can put your focus on document preparation. Setup is quick and easy once we understand your requirements and preferred delivery method.
Customization
Choose the service level that best fits your business needs. We'll consult with you on your intake requirements and determine the best fulfillment method (email, CRM, portal, or API) for your practice.
Receive Completed Intakes
Depending on your service and delivery customization, we will begin sending you completed intakes in real time (if requested) via email, CRM sync, and/or secure portal.
Feedback & Optimization
We're focused on feedback and improvement. Our top priority is ensuring you receive not only properly completed intakes but also the most efficient and cost-effective workflow possible.
Fulfilling Your Client Intake From Start to Finish
Work with us on all stages of your intake process from initial inquiry to completed forms, or pick and choose the services that fit best with your practice.
Inquire
Through various channels — your website, phone line, and referral sources — we receive the initial inquiry from the potential client.
Intake
Based on your document type and case requirements, our trained intake specialists guide the potential client through your customized intake questionnaire.
Verify
The potential client's information is then reviewed by our quality assurance team to verify that all information on the intake form is correct and complete.
Collect
Once verified, we collect any required supporting documents and ensure all materials are organized for your document preparation workflow.
Deliver
Your team receives the completed intake packet via your preferred delivery method — email, CRM integration, API, or secure portal.
We Support
Our intake specialists are trained in family law document preparation processes. We handle intake for all common family law document types below, ensuring accurate information gathering for each case.
Intake Quality Guarantee
All of our completed intakes come with the following guarantees:
- Intake Quality: Every intake meets your specified criteria and requirements.
- Accuracy: All information is verified by our quality assurance team.
- Compliance: TCPA-compliant processes with zero UPL risk. We never provide legal advice, opinions, or recommendations. Regular compliance audits ensure ongoing adherence to state and federal regulations.
- Timely Delivery: Completed intakes delivered within your specified turnaround window.
- Replacement for Incomplete Intakes: Replacement of any intake that does not meet agreed-upon standards.
- Reporting and Transparency: Access to data and analytics for monitoring intake performance.
Compliance Assured: Backed by 9+ years of professional experience in legal intake and document preparation. Every team member completes comprehensive compliance training covering TCPA regulations, UPL avoidance, and ethical intake practices.