Intake and transfer operations

Live-Transfer Intake That Shows What Happened Before the Handoff

Give the intake team context before the transfer and give management a record after it—without treating an automated screening result as a legal decision.

01Capture source + consent
02Agent screening
03Attorney delivery

Reviewed and improved September 4, 2026. No lead volume, signed matters, ranking, or revenue outcome is guaranteed.

Named-firm opening

The campaign agent identifies the participating firm using approved language instead of a generic marketing identity.

Voicemail-aware flow

Detection, message wording, retry policy, caller ID, and callback number are configured by campaign.

Recorded handoff

The CRM connects the source, call outcome, recording access, transfer attempt, destination, and client-visible lead.

Measure the complete funnel

Do not optimize to raw lead count

Lead response time
Connected-call rate
Voicemail rate
Qualified transfer rate
Missed-transfer rate
Client follow-up and disposition
Advoclead is a marketing, intake-technology, and lead-management company—not a law firm. Each law firm is responsible for its advertising, consent, professional-responsibility, intake, and representation decisions.