A full-time intake specialist, trained before day one.
We recruit a dedicated intake specialist for your firm and train them in legal intake before they start. They work only for your firm, on your schedule and inside your systems. You direct the work. We're the employer of record, so we handle the hiring, the training and the payroll every month.
An add-on to any IntakeGenius plan. See plans
Hiring intake is hard. Training them is harder.
Most firms hand intake to whoever's free, then spend months teaching them what to ask. Our specialists show up already knowing how.
Legal intake from day one
Every specialist is trained in legal intake and in IntakeGenius before they start. Your firm teaches them your specifics, not the basics.
One person, your firm only
Your specialist isn't shared with other firms. They learn your attorneys, your practice areas and how you like callers handled.
No HR work for you
We're the employer of record. Recruiting, employment paperwork and monthly payroll are on us.
From job description to your first full day.
- Step 01
Define the role
You tell us your practice areas, hours and how intake runs at your firm today.
- Step 02
We recruit and train
We find the right person and train them in legal intake and IntakeGenius before they start.
- Step 03
They join your firm
Your specialist works inside your CRM and tools, on your schedule, and picks up the briefs the AI agent writes.
- Step 04
We run payroll
Every month, we handle their pay. You just direct the work.
Dedicated to you, employed by us.
- Directs the work. Priorities, scripts and schedule are yours.
- Sets access. You decide which systems and client information your specialist can see.
- Sets confidentiality. Agreements and supervision follow your firm's policies and the rules of your bar.
- Teaches the firm. Your attorneys, your fee conversations and your way of doing things.
- Recruits and vets. We find someone who fits your firm and your practice areas.
- Trains in legal intake. What to ask, how to qualify and how to work IntakeGenius.
- Employs them. We're the employer of record and handle the employment paperwork.
- Runs payroll. Every month, so you don't have to.
People, AI and how they work together.
About intake staffing.
Who employs the specialist?
We do. OperandiOS is the employer of record and runs payroll every month. Your specialist works only for your firm, under your direction.
How much training does my firm need to do?
Very little. They arrive trained in legal intake and in IntakeGenius. You teach them your firm: your attorneys, your fee conversations and how you like callers handled.
What does it cost?
It depends on the role and the hours you need. Talk to us and we'll scope it with you. Staffing is billed separately from your IntakeGenius plan.
Does the specialist replace the AI agent?
No, they work together. The agent answers every call, day or night. Your specialist works the briefs, calls leads back and moves them toward a signed retainer.
Who controls system access?
Your firm does. You decide access levels, confidentiality agreements and supervision.
Hire the person who answers for your firm.
Tell us about the role. We'll take it from there.