The Ops Architect assesses your intake operation, delivers operational SOPs built for your workflow, and places trained bilingual virtual staff — so your firm captures every lead and converts at scale. Any practice area. Any size.
Each tier is designed to meet you where you are — whether you need clarity, systems, or people to execute on the ground. Services can be combined or sequenced as your operation matures.
A remote audit of your current intake operation. We review your process, tools, team structure, and conversion data — then deliver a written findings and recommendations report built for action.
Pre-built Standard Operating Procedures for intake workflows — written, formatted, and ready to implement. Built from real law firm operations experience, not theory.
We place bilingual and trilingual intake specialists — fluent in English, Spanish, and Haitian Creole — to run your intake pipeline remotely. Managed, equipped, and accountable.
We work with firms and businesses where lead volume is high, timelines are tight, and every missed contact is a lost case or deal.
PI firms live and die by their intake pipeline. We understand the urgency of signed retainers, the complexity of multi-office operations, and the cost of a slow or leaking funnel.
Language barriers and document-heavy workflows make immigration intake uniquely demanding. Our trilingual staff and structured intake systems are built to serve these clients without friction.
Speed-to-contact is a competitive edge in real estate and mortgage. We structure intake pipelines to ensure leads are reached, qualified, and routed within minutes — not hours.
Every specialist on our roster is trained, vetted, and ready to step into your intake pipeline. Each one brings language fluency, process discipline, and direct experience with law firm and high-volume intake environments.
We place specialists on a rolling basis. View full profiles and available roster on our staff page.
View All 20 SpecialistsTell us where you are and what you're trying to solve. We'll respond within one business day.
Prefer to skip the form? Book a 30-minute discovery call directly and we'll come prepared with questions specific to your intake setup.
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