Employment intake that starts with the clock.
Employment callers just lost a job, or they're still in one and afraid to speak up. Filing windows can be short. IntakeGenius answers every call, gets the dates first and captures what your attorneys need to decide fit.
The deadline is often shorter than the caller thinks.
By the time an employment caller reaches a lawyer, weeks may have passed. Every day after that counts.
Dates before the story
The agent asks when it happened and whether anything's been filed before it collects the details.
Callers who still work there
The agent asks the safest way and time to call back, so your team doesn't ring a work phone.
Fit, fast
Claim type, employer and tenure are captured on the first call, so your attorneys see the cases worth taking.
A complete employment intake, dates at the top.
The moment the call ends, a structured brief lands in your CRM with every date your attorney needs to check the clock.
- Key dates. Termination, complaint, last paycheck and anything already filed.
- Claim type. Termination, discrimination, retaliation or wages.
- The employer. Name and rough size, captured for conflict checks.
- Documents. Termination notice, offer letter and pay stubs the caller has.
- Safe contact. The best number and time to call back.
- Claim type
- Retaliation after HR complaint
- Key dates
- Complaint [date]. Terminated [date]
- Employer
- [Company name captured for conflict check], about 200 staff
- Filed
- Nothing filed yet
- Documents
- Termination email, HR complaint email
- Callback
- Personal cell, after 5 PM
- Next step
- Booking link texted. Brief sent to your intake team.
From a first call to a signed retainer.
- 01
Answer
Every call picked up, including the one after the caller's shift ends.
- 02
Capture
Dates, claim type and employer recorded in the CRM.
- 03
Book
A booking link goes out by text the moment the call ends.
- 04
Retain
The retainer goes out for e-signature after the consult, with follow-ups until it's signed.
Three ways we beat the clock with you.
Gets the dates on the first call
Answers evenings and weekends, when employees can finally talk, and records every date that affects the deadline.
How the agent worksKeeps the case moving
Booking links, consult reminders and retainer follow-ups go out automatically, so a strong case doesn't stall.
See plansA person to gather the documents
A full-time intake specialist, trained by us, who calls back at the safe time and collects what the attorney needs.
Intake staffingGet employment intake right.
Intake Questions for Employment Calls
Termination, discrimination and wage claims, ordered so you find the deadline first.
The RetainerAfter-Hours Intake Best Practices for Law Firms
Answering when your callers can actually talk.
The RetainerRunning Conflict Checks at Intake
What to capture so the check is done before the consult.
Employment firms ask.
Does the agent tell callers their deadline?
No. It records the dates so your attorney can check the deadline. It's built for intake, not advice.
What about callers who still work at the company?
The agent asks the safest number and time to call back, and the brief shows it at the top.
Does it capture the employer for conflict checks?
Yes. The employer's name is in every brief, so your team can run the check before the consult.
Does it work with my case management software?
Yes, with MyCase and Clio. Mark an intake Hired in IntakeCRM and the client and case are created there.
Catch the case before the clock runs out.
See how IntakeGenius runs employment intake, start to finish.