Live transfers

Pick up the phone to a claimant who's ready to talk.

Our intake specialists screen every caller, then warm-transfer them to your team with a quick summary. You skip the chase and start the conversation.

The callback problem, solved

The hardest part of working leads is reaching people. Live transfers remove that step: the claimant is already on the line, already screened and expecting to speak with a lawyer's office.

Transfers route to the numbers and hours you choose, with overflow rules for when your line is busy, so no qualified caller is left on hold.

What's included

  • Live screening by trained intake specialists
  • Warm hand-off with a short verbal summary
  • Full lead record posted to your CRM
  • Call recordings available on request
  • Billable only when the transfer connects
  • English and Spanish-speaking screeners
Check availability

Process

What happens on the call

  1. 1

    Inbound or outbound contact

    We reach the claimant within moments of their inquiry.

  2. 2

    Two-to-four minute screen

    Accident, injury, fault, treatment and representation are confirmed.

  3. 3

    Warm introduction

    We dial your intake line and introduce the claimant by name and case summary.

  4. 4

    Your team takes over

    The claimant stays on the line; your intake specialist signs the case.

Live transfers

Ideal when

01

Your team is small

Fewer missed callbacks and less time spent dialing unanswered numbers.

02

You need nights & weekends

Accidents happen after 5pm. Transfers keep cases flowing when your office is quiet.

03

Speed-to-lead is slipping

No race to call first — the claimant is already connected.

Live transfers fixed our biggest problem, which was callbacks nobody answered. Now the claimant is already on the line when my intake coordinator picks up. It took a couple of weeks to get the routing and hours right, but it's been steady since.
Renee BrennanFounding Attorney, Brennan Injury LawAtlanta, GA

FAQ

Questions about live call transfers

More answers on our FAQ page, or ask us directly.

01What if nobody answers our line?

We follow the overflow rules you set — a backup number, a scheduled callback, or conversion to a lead form.

02Do you transfer bilingual callers?

Yes. Spanish-speaking claimants can be routed to your Spanish-speaking intake staff.

03Are calls recorded?

Screening calls can be recorded where permitted, and recordings are available for quality review.

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