Legal support staffing

Trained Before Day One.

Most firms hire a virtual assistant and then spend six weeks teaching them personal injury. We place bilingual staff who have already passed the course before you interview them.

Book a 30-minute call See the roles

Three headset intake agents
13 modules in the intake course, plus two guides for the firm
5 days before placement: three on the course, two shadowing our floor
185 teaching slides, not a deck of policies
80% pass mark on a 50-question capstone

The Problem Is Never Finding People

It’s what happens in the twelve weeks after they start.

A virtual assistant is cheap until you count what it costs to train one. Somebody senior spends a month explaining liability, coverage, treatment timelines and what a case actually needs — and that month is repeated in full the next time somebody leaves.

The second cost is quieter. An untrained intake agent does not know that the recorded-line disclosure comes before anything else, that a call to a lead in Ohio at 6pm Pacific is outside their hours, or that a signed case with no treatment inside thirty days is not a case. Those are not performance problems. They are liability.

So firms end up choosing between an expensive hire they trust and a cheap one they have to watch. We remove the choice by doing the training before the placement, and showing you the proof before you interview.

A trainer at a whiteboard

The Course They Pass First

The curriculum we built to run a live personal injury intake desk — not a generic customer-service module with a legal coat of paint.

Welcome to Inquire2Esquire intake training. Over three days you’ll learn everything you need to turn a hurt caller into a signed client who gets care and a recovery — the law behind the cases, the questions that qualify them, and the words that close them.

Day 1

Legal Knowledge

The three-legged stool, case workup, injuries & treatment, and who we accept.

Day 2

Sales Knowledge

The script, call compliance, the retainer, and objection handling — plus live role-play.

Day 3

Bring It Together

Live role-play against the AI caller, additional drills, then the capstone.

Intake Team Course

For the people on the phones
The Three-Legged Stool
Liability & Fault
Treatment & Damages
Ability to Pay & Coverage
PI Case Workup
Common Injuries & Treatment
Case Acceptance Criteria
Your State’s MVA Law
Scripting Basics
Call Compliance & Consent
Retainer & Contingency Fees
Objection Handling
Live role-play, scored

Resources for Your Side of the Desk

Not coursework an agent goes through. These are written for the firm — the manager who runs the desk and the partner carrying the number — and yours to use however you like.

Intake Manager Guide

Firm resource
KPIs & Reporting
Meeting Cadences & Agendas
Coaching & Quality Assurance
Team Structure & Roles
Compensation & Motivation
Hiring, Onboarding & Compliance

Partner Guide

Firm resource
The Goal & Sales Mindset
Sales Pipeline & Follow-Up
The Intake CRM & Attribution
Roles, Handoffs & QA

What Live Role-Play Means Here

Not a script read aloud to a colleague.

Agents run real calls against an AI caller briefed to behave like a specific person — the skeptic who wants to think about it, the caller with no health insurance, the one who only has two minutes. The call is scored the moment they hang up, and the score is kept.

A trainer can also run the same scenarios face to face from the manager scripts, which carry the caller’s brief, a coaching cue on every turn, and the checklist to score the run against. Somebody reaches a live call having already had the hard conversation several times.

Two people shaking hands

How a Placement Works

Five steps, in this order, every time.

1

We source and screen

You tell us the role, the hours, the languages and the case types. We shortlist.

2

They take the course before you meet them

Quizzes on every module, scored role-play, and a 50-question capstone at 80%. Then two days shadowing our own floor, on live calls, before anybody reaches your shortlist.

3

You interview finalists and choose

Everyone on the shortlist has passed the capstone and a scored role-play.

4

They work for you, not for us

Your hours, your systems, your supervision. We are not running your desk — we are making sure the person at it knows what they are doing.

5

If somebody leaves, the next one arrives at the same standard

You do not repeat the six weeks. The replacement is sourced, screened and put through the same course before they reach you.

Against the Two Things Firms Do Instead

Hiring cold, or buying the cheapest virtual assistant available. Both work eventually. The question is who pays for the first twelve weeks.

Certified placement Hiring cold Generic VA
Personal injury training Passed before your shortlist You teach it None
Time to useful First week Six weeks of a senior person Longer, unsupervised
Compliance on calls Examined before placement Whatever they picked up Not covered
Bilingual, tested live Role-play in the language claimed Interview impression A line on a CV
Proof before they start Capstone passed before the shortlist Yours to build None
When they leave Replacement at the same standard Repeat the six weeks Start again

Start With One

Place a single certified person and compare them against the last one you hired cold. If the difference is not obvious inside a month, the model does not deserve the premium.

Book a 30-minute call