Screen legal inquiries before they reach your team, with consent evidence, duplicate and do-not-contact safeguards, fraud/bot screening, and a documented audit trail.
Talk with us about intake screeningTell us how your firm acquires consumer inquiries. We will reply with clear next steps.
When a question arises about an inquiry, your firm needs a clear record of what the person agreed to and how the inquiry was screened. Keep consent evidence and screening results together so your team can review them.
Keep a record of the disclosures shown and the consent captured when an inquiry was submitted, so your team can review what the person agreed to.
Screen inquiries for potential litigation risk before they reach your intake team.
Screen for duplicates and do-not-contact matches to help your team avoid repeat inquiries and unwanted outreach.
Help identify and filter suspected bot activity and fraudulent submissions before they reach your intake team.
Send inquiries that pass screening to the right people on your team for review.
Keep an audit trail of screening outcomes and consent evidence so your firm can show what happened when it matters.
Supports your compliance process; it is not legal advice or a guarantee of compliance.
If your firm buys or generates consumer inquiries, we can help you screen them before they reach intake and keep the supporting records together.
Request a consult