White-glove legal intake, built around your firm

Not a call center.
Your intake team.

We work inside your systems, alongside your people, and in your voice—turning every new-client interaction into an experience worthy of your firm.

YOUR VOICE · YOUR CRITERIA · YOUR VISION

No templates. No one-size-fits-all.

Intake should feel like your firm—because we become part of it.

Level Up was built from more than a decade inside real personal-injury firms—managing leads, qualifying cases, coaching teams, building workflows, solving coverage gaps, and seeing exactly where valuable opportunities disappear.

That experience shaped a different kind of partnership. We don't sit outside your business. We embed into your operation, learn how your attorneys think, and protect the client experience you worked hard to build.

Discover our difference
10+Years of PI-specific
intake experience
92–100%Conversion rates
achieved
365Days of dependable
coverage

Embedded means present.

Close enough to understand.
Experienced enough to lead.

White-glove service requires more than a handoff and a headset. Our team works together, learns together, and stays close to the details of your operation—so your prospective clients experience one unified firm, not the divide between an internal team and an outside vendor.

01 Dedicated people who know your firm 02 Real-time collaboration and adaptation
Level Up team members collaborating on client intake strategyCOLLABORATION, BUILT INTO THE MODEL
Level Up team reviewing client intake work together
Aligned on every detail
Level Up team members in conversation
A team clients can trust

White-glove means

YOUR VOICE. YOUR CRITERIA.
YOUR SYSTEMS. YOUR VISION.

01

We sound like you.

Every greeting, question, text, email, and follow-up sequence is shaped around your brand, tone, market, and client expectations.

02

We think in your criteria.

We learn what your attorneys want, what makes a case valuable, when to escalate, and how to document the facts needed for a confident decision.

03

We work in your world.

Your CRM, case-management platform, communication channels, calendars, intake forms, referral procedures, and reporting become part of our daily operation.

04

We evolve with you.

New campaigns, case types, offices, criteria, and growth goals are met with real-time adjustments—not another rigid vendor contract or generic playbook.

NO GENERIC SCRIPTS.NO DISCONNECTED HANDOFFS.NO MISSED OPPORTUNITIES.

One partner.
Every intake layer.

From the first ring through the signed retainer—and the systems, coaching, and intelligence behind it—we build the complete new-client operation.

01

Fully Managed Intake

A dedicated team manages the full journey—from immediate response and qualification to persistent follow-up, retainer delivery, signature, and a clean handoff to your legal team.

02

Overflow & After-Hours

Bilingual English and Spanish coverage for missed calls, evenings, weekends, live chat, and text—delivered in your firm’s voice, not a call-center script.

03

Intake Intelligence

We audit response times, lead sources, scripts, follow-up, qualification standards, referrals, CRM usage, and conversion data to uncover exactly where revenue is being lost.

04

Systems & Team Development

Custom workflows, role scorecards, quality controls, onboarding systems, call reviews, and live coaching that create a repeatable standard across your entire new-client operation.

We don't install and disappear.

We build it. Run it.
Measure it. Refine it.

01

Discover

We uncover where leads fall through and where your greatest opportunities live.

02

Design

We build custom scripts, workflows, and follow-up journeys around your firm.

03

Elevate

We train, measure, and continuously refine performance as your practice grows.

Iliana Irra, Founder and CEO of Level Up Client ServicesFOUNDER · STRATEGIST · PARTNER
“Your prospective clients should never feel like they reached an outsourced service. They should feel that they reached the right firm.”

Founder and CEO Iliana Irra has spent more than a decade leading legal intake from the inside—directing new-client operations, developing teams, building training systems, setting case-review standards, and improving the path from first contact to signed client. Level Up is the result: an operational partner with the judgment to protect your brand and the discipline to move every opportunity forward.

Iliana Irra
CEO & FOUNDERRead the founder story

Your next chapter starts here.

Your marketing earns the lead.
We make it count.

Let's uncover the gaps in your current intake and design a white-glove system built exclusively around your firm.

Book a consultation