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  • RE:  Intake Call Center: Lead Management For Law Firms
  • Contact:  Rick Carlson
  • License #: 1820673
Owner Financing is Available!
TBD if the deal structure and terms are acceptable.

Quick Facts

Asking Price: $0
Annual Revenue: $2,799,382
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2018
Employees: 49
BBN Listing #: 943611
Broker Reference #: 1211 LEADS

Email or Print Listing

Business Overview:

Preferring not to outsource lead conversion and management, executives at a law firm created an in-house department to control both costs and quality. Once the concept was proven, a separate entity was formed, other law firms were pursued, and the niche Company flourished. The Company’s proprietary software is unique in the industry. The web-based element controls the ability to manage leads with prescriptive detail based on the legal matter and individual law firm's requirements. The ability to tailor the intake processes and create unique, personalized dialogues leads to contract conversions. The Company’s software also integrates case management, document management, telephone, chat, and digital products. And it is easy for the agents to handle multiple leads with multiple client firms. Since launching in 2018, management and team members have continually trained intake personnel to ensure the highest level of quality and comfort for the potential client. Monthly invoice rates per firm range broadly. Newer or smaller client firms may come in at only $500 monthly, while most average $15,000 monthly. The biggest client brings in $40,0000 - $45,000 per month. Managing the current workload is 30-35 intake agents per shift. The expectation of management (per agent training) and those of the client is very favorabble. Please use reply to this ad button to contact us.

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Property Features and Assets:

Not applicable. Call agents work remotely.

Market Competition and Expansion:

Competition: Cost pressures make competition in the intake industry particularly intense, as is the personal injury field of law. But the Company’s law firm upbringing enables it to obtain a high rate of retainers and low error rates.

Growth & Expansion: To maximize profits and continue to grow, the Sellers recommend that a Buyer invest in marketing to grow brand awareness and reach grow client base to 60 contracted firms. However, audit client base for effectiveness and re-consider pricing structure as warranted.

As processes become more repetitive, continue to invest in tech; particularly AI integration.

Reason for Selling:

Ownership has determined that focus should return solely to the law firm.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity


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