Intake Solutions for Law Firms and Insurance Companies

USA Express, Inc. offers professional new client intake services across California and nationwide. We specialize in creating an empathetic, yet efficient intake process tailored for law firms, insurance adjusters, and legal teams. Our trained intake specialists meet with prospective clients to guide them through retention documents, ensuring every intake is accurate, compliant, and designed to build trust.

Supporting Legal Teams Since 1998

USA Express, Inc. has provided legal support services for over 25 years, including intake, process serving, investigations, e-filing, mobile copying, and more. Our full suite of litigation support services is recognized statewide for responsiveness and reliability.

Who We Serve

Our intake services are ideal for:

Personal injury and medical malpractice firms.
Workers’ Compensation and employment law attorneys.
Insurance companies and adjusters.
Legal professionals needing consistent, client-focused intake support.

What We Offer

In-person intake appointments are scheduled at your client’s convenience.
A comfortable and confidential environment where clients can openly share information.
Highly efficient and accurate completion of retention forms, with prompt return to your office.
End-to-end support for cases including Workers’ Compensation, personal injury, medical malpractice, and a wide range of other legal matters.

How It Works

You provide prospective client info: We receive the name, contact details, and case overview.
We schedule the appointment: Our intake specialist meets the individual at your office, their home, or another convenient location.
Retention documents are completed: Using a professional and empathetic approach, we ensure clarity and compliance.
Return of documents: All signed and completed paperwork is sent promptly to your firm through secure channels.

By eliminating administrative burdens and enhancing client satisfaction, our intake services help you focus on delivering exceptional legal support.

Why Choose USA Express, Inc. for New Client Intake?

Empathy Meets Efficiency

Our intake specialists strike a balance between professionalism and compassion, guiding clients through legal documentation with sensitivity and without pressure. We create an atmosphere where your prospective clients feel confident and supported.

Comprehensive Nationwide Service

From California to coast-to-coast, our intake program ensures consistency across locations. You can rely on us to maintain high standards.

Experience with Sensitive Case Types

Our experience spans complex case types, including Workers’ Compensation, personal injury, medical malpractice, and other legal matters. We ensure all necessary retention details are captured accurately.

Timely and Secure Delivery

We prioritize speed and accuracy. Once documents are completed, we swiftly return them through secure channels—whether digitally or in hard copy—keeping your case preparation on track.

We’re committed to flexibility—your intake needs can be scheduled at your site, the client’s home, or our office.

Seamlessly Integrated into Your Practice

Our intake service isn’t just about paperwork—it’s a fully integrated solution:

We coordinate directly with your office to set up appointments.
PDF or hard-copy retention files are returned following your preferred workflow.
We adhere to strict protocols for confidentiality and data security.

By outsourcing intake to us, you reduce overhead, minimize errors, and enhance client experience from the outset.

California New Client Intake Services at USA Express, Inc.

If your firm or insurance company is seeking professional and reliable new client intake services in California, USA Express, Inc. is here to help. Schedule a free Lunch & Learn session to explore how our new client intake services can enhance your workflow, boost client satisfaction, and alleviate administrative burdens. Call 877-872-3977 or contact us online today. Located in Los Angeles, San Francisco, and San Diego, we serve clients in California and nationwide, including Texas, Arizona, Florida, New York, and Nevada.