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At Intake Kings, we’re not a call center. We’re a technology and innovation company with decades of expertise in legal intake and sales. Our mission is to hold your intake team accountable, streamline workflows, and help you convert more leads into clients.
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We are not a call center — we are a technology and innovation company built by experts in intake and sales with decades of experience.
Intake Kings is NOT a call center, and we never have been. We are a team of intake and sales experts who have spent decades in the industry. We bring sales-focused training and cutting-edge technology to empower your intake teams, both internal and external.
Our mission is simple: Drive results and hold teams accountable. We remove the friction from your intake team’s day-to-day tasks so they can focus on what matters most—closing PNCs and providing an excellent client experience.
Accountability: We ensure that intake teams are held accountable for their performance, delivering results through transparency and data-driven insights.
Innovation: Technology is the backbone of what we do. We continuously innovate to simplify intake processes and increase efficiency.
Collaboration: Intake Kings works hand-in-hand with call centers and intake teams to improve outcomes and maximize client conversions.
Client-Centric Focus: Our goal is to support your intake operations, letting your team focus on providing the best client service possible.
Integrity: We build trust through honest communication, delivering on our promises, and providing consistent value to our partners and clients.
Efficiency: Our solutions streamline workflows, reduce friction, and make intake teams more effective.
Continuous Improvement: We constantly evolve our technology and strategies to stay ahead of the industry’s needs.
Streamlining the intake process by managing leads, automating follow up and tracking progress.
Automates email campaigns, allowing for personalized communication with prospects and clients based on their interactions and behaviors.
Facilitates real-time, bidirectional communication with clients via text, email, or other messaging platforms, enhancing customer engagement and support.
Consolidates messages from various channels (emails, SMS, social media) into a single inbox, making it easier to manage and respond to clients and new leads.
Provides the ability to create and distribute surveys and forms to gather feedback, conduct research, or capture leads, with easy integration into marketing campaigns.
Monitors and manages online reviews and feedback across different platforms, helping your firm maintain a positive online presence and reputation.
Delivers comprehensive reports on various metrics and KPIs, such as campaign performance, intake data, and client interactions, aiding in informed decision-making.
Helps intake teams organize, prioritize, and track tasks and projects, ensuring efficient workflow and productivity within the firm.
Leverages artificial intelligence to generate content for emails, social media posts, blogs, and more, saving time and enhancing content quality.
Offers tools and analytics for managing pay-per-click advertising campaigns, including keyword research, ad creation, and performance tracking.
Enables easy scheduling of appointments and meetings directly through the platform, with calendar integration and automated reminders for clients.
Provides tools to design and deploy customized intake funnels, enabling your firm to guide prospects through the intake journey with targeted content and interactions at each stage.
Streamlines and automates repetitive tasks and processes, such as lead nurturing and follow-ups, by setting up customized workflows that trigger based on specific actions or criteria, improving efficiency and consistency.
Schedule an intake and marketing audit to get a comprehensive assessment of your company’s client intake process and marketing strategies. We’ll help you identify gaps and deficiencies, inefficiencies, and areas for improvement.
Our automated intake software was built to turn leads into clients and create a meaningful client experience. It is simple, straightforward, and intuitive, and it seamlessly integrates into your existing CRM. Let us help you turn your digital leads, web pages, and funnels into conversions as we automate 80% of the pre-contract or pre-retainer client journey.
Let our experts evaluate your company’s current intake services and transform them, making them more efficient, streamlined, and effective so that you don't miss a single lead.
Intake Kings is a software tool designed to streamline and automate the process of gathering, processing, and managing data or information from potential new clients.
Benefits include improved client experience, considerably higher conversion rates, heightened efficiency and accuracy in data collection, reduction in manual data entry, enhanced organization and accessibility of information, and increased productivity for staff.
Yes, Intake Kings offers customization options for forms, workflows, and data fields according to the unique requirements of your firm and practice areas.
Intake Kings seamlessly integrates with popular software systems: from your practice management software, to document management.
We will never hang you out to dry like many other software companies. Intake Kings provides a dedicated onboarding manager, as well as customer support service, including technical assistance, training resources, and online documentation to help you and your team make the most of the platform.
Intake Kings has the ability to accommodate growth in data volume or user base. Our platform is designed to scale with the needs of your firm, whether it's handling a small number of submissions or processing thousands of entries per day.
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