Case Development and Tracking Services

Shift a large percentage of case development and management from your professionals to our team. OverDrive has experience in tailored services for Consultancies, Law Firms, Credit Repair and Restructuring Firms, Litigation Support Services Firms, Insurance Companies, and others.

Client Intake is the first significant interaction in the lead development and client qualification process, and is key to maintaining a steady stream of clients. The initial contact gives the firm a chance to build rapport and screen clients. We provide a unique a 24/7 solution to an otherwise burdensome problem.

Finding and retaining Intake Specialists that graciously determine the relative importance of each call and take the appropriate action every time is an OverDrive specialty. Our goal is to convert initial conversations into active, profitable clients.

By augmenting your intake with OverDrive Services, your prospective clients immediately engage with your firm, are drawn through the qualification process, and closed into a relationship firm quickly – rather than being lost permanently to another firm that is more responsive.

Your professional staff need to focus on strategic, high-value activities rather than answering the phone at all hours. Professionally augment or outsource your case development with OverDrive Services to save time and money!

We will identify the type of call and take appropriate action in accordance with your protocols and priorities. We can then process these new clients, manage document delivery, prioritize and schedule appointments for new prospects and existing clients, and even check for conflicts.