At USA Express, Inc., we provide professional new client intake services designed to streamline the onboarding process for law firms and attorneys throughout the San Diego area. Our trained intake specialists act as an extension of your legal team, meeting with prospective clients, collecting essential case information, and returning fully executed, properly organized documents quickly and securely.
We understand that many clients may be facing stressful or sensitive situations. Our team approaches every interaction with care, respect, and discretion. After receiving client contact information, we schedule meetings at locations convenient for the client, often in-person at their home or another private setting.
During these meetings, we ensure all required forms—including retainer agreements, medical authorizations, intake questionnaires, and insurance releases—are completed accurately according to your firm’s protocols. This helps your team move forward with confidence and without administrative delays.
Clear communication in a client’s native language is essential when handling sensitive legal matters. At USA Express, Inc., members of our client intake team are fluent in Spanish, Armenian, Chinese, and Farsi. This multilingual capability allows us to provide effective, culturally sensitive communication with a diverse client base.
By offering multilingual intake support, we help law firms engage clients more efficiently and eliminate language barriers that can delay case development or cause misunderstandings. This commitment to cultural competency supports better outcomes and strengthens client trust from the very beginning of the legal process.
We tailor each intake workflow to meet the unique needs of your firm. Whether you require:
Our services are designed around your operations and client demographics. Intake forms, call scripts, and scheduling preferences can be customized to reflect your firm’s practice areas and client base.
Our San Diego intake specialists are skilled in working with clients across many legal areas, including:
We ask the right questions, document relevant details carefully, and handle every case with professionalism.
With more than 25 years of experience supporting legal professionals, we understand the importance of responsiveness, accuracy, and client care. An efficient intake process helps prevent missed deadlines, incomplete records, and client confusion, resulting in better case outcomes and less administrative burden for your staff.
USA Express, Inc. acts as a seamless extension of your intake department, managing retention documentation and client onboarding to allow your legal team to focus on strategy and advocacy. To learn more about our San Diego new client intake services, call 877-872-3977 or contact us online. Let’s discuss your options at a free Lunch and Learn. Located in Los Angeles, San Francisco, and San Diego, we serve clients in California and nationwide, including Texas, Arizona, Florida, New York, and Nevada.
