Professional intake, outreach, and document assistance that keeps your cases moving forward — so your team can focus on what they do best.
When client communication falls behind, cases stall and revenue slips away. We handle the follow-up, the paperwork, and the outreach — so nothing falls through the cracks.
We receive and qualify new client inquiries on your behalf. Structured screening, warm handoffs to the right attorney, and clear tracking from first contact to case assignment.
When clients go quiet, we follow up — professionally and persistently. Regular check-ins, status updates, and re-engagement calls that keep cases alive and clients informed.
We guide clients through questionnaires, fact sheets, and document collection. Every response validated, every gap followed up on, every form completed accurately.
We integrate with your existing systems — or set you up on LawFabric, our client outreach platform, for an even faster start. Either way, setup is simple.
Our trained team handles intake, outreach, and documentation using your protocols and your branding. Your clients won't know we're not in-house.
Real-time visibility into every client interaction. Full reporting, clear metrics, no surprises. You stay in control — we do the work.
LawFabric is the client outreach platform behind ProformConnect. It connects your firm, your clients, and our team in one place — so there's no data re-entry, no manual handoffs, and complete visibility from day one.
Already on LawFabric? We plug right in. New to it? We'll get you set up. Either way, you're operational faster than with any other outsourced service.
Ask us about LawFabric