🎓 Intake Specialist Training
Brinton Firm Intake Training
Complete this interactive training to become proficient with the intake system. Each section covers essential workflows and best practices.
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📋 Daily Operating Routine
Morning Checklist
- ✓ Review Dashboard metrics (total leads, intake-eligible count)
- ✓ Check After Hours Messages — go to "After Hours Messages" in the sidebar and review any overnight POSH submissions
- ✓ Check Leads page for unassigned leads — website forms and chat submissions come in automatically with no intake agent assigned; these need immediate review
- ✓ Check leads page for "New Lead" status submissions
- ✓ Flag any possible duplicates or priority matters
- ✓ Identify high-priority red flags (severe injuries, wrongful death)
⚠️ Unassigned Leads — Your Responsibility
Leads from the website contact form and chat widget arrive automatically with no intake agent assigned. You are responsible for reviewing these every morning and assigning yourself as the intake agent before processing. Do not assume someone else is handling them.
Process New Leads
Review case type, incident details, and auto-calculated intake eligibility
Qualify & Route
Update status and forward eligible leads to attorney review
Need help? Contact your administrator or email support@brintonfirm.com