White-glove management, consulting & legal intake for PI firms

Build the team
behind the cases.

We don't just help law firms get more clients. We help build the people, systems, client experience, and production operation capable of serving them.

YOUR PEOPLE · YOUR SYSTEMS · YOUR VISION

Beyond intake. Into the operation.

Growth isn't just more cases. It's building a firm capable of carrying them.

Level Up was built from more than a decade inside personal-injury firms—from people management and client relations to intake leadership, team development, workflows, accountability, and the systems that move a case through production.

We work alongside leadership and support teams to strengthen the operation behind the case: how people are trained, how clients are cared for, how work moves, how performance is measured, and how a growing firm stays consistent.

Discover our difference

Case after case. Team after team.

Growth you can measure.

Across the firms and teams Iliana has helped lead and scale, stronger people, clearer systems, and disciplined execution have translated into meaningful performance gains.

00%Conversion rates
achieved
FROM 70–80%
00+Cases signed
per month
FROM 9–10 / MONTH
0+Signed cases supported
per month
FROM MID-SIZED OPERATIONS

Performance examples reflect specific teams and operations led or supported by Iliana Irra. Individual firm results will vary.

We don't use generic scripts. We use strategy.

The numbers matter.
How we get there matters more.

We don't believe in surface-level service. We take the time to understand your firm's voice, culture, values, case criteria, client expectations, and vision—then train the people supporting your operation to reflect those standards in the work.

01Beyond the script

We teach the intention behind the conversation, not simply the next line to say.

02Beyond the call

We build trust, ownership, and a consistent client experience from the first interaction forward.

03Beyond headcount

We develop people and systems so increased volume can become sustainable production.

That's the difference between answering calls and building trust—and between handling more cases and building an operation capable of scaling them.

Embedded means present.

Close enough to understand.
Experienced enough to build.

White-glove partnership means getting close to the work. We learn your people, leadership style, client standards, caseload pressures, technology, handoffs, and goals—then help build an operation your team can actually execute.

01 Management that develops people 02 Systems that support production
Level Up team members collaborating on client intake strategyCOLLABORATION, BUILT INTO THE MODEL
Level Up Client Services team member working in a PI law firm operations strategy session
Inside the operation
Level Up Client Services legal support team collaborating on case production and client management
Built to produce together

White-glove means

YOUR PEOPLE. YOUR CLIENTS.
YOUR SYSTEMS. YOUR VISION.

01

We develop people.

Clear roles, thoughtful onboarding, coaching, accountability, and manager support turn good employees into stronger contributors and future leaders.

02

We protect the client.

Communication standards, escalation systems, ownership, and client-care workflows create a consistent experience from intake through case progression.

03

We build the system.

Workflows, handoffs, KPIs, case-management processes, quality controls, and reporting make performance repeatable instead of personality-dependent.

04

We help you scale.

As caseload, headcount, offices, and goals grow, we help leadership evolve the structure and standards underneath the firm.

PEOPLE.SYSTEMS.PERFORMANCE.

One partner.
Beyond intake.

From the first lead to the people and production systems supporting the case, we help PI firms build stronger operations around the client.

01

Intake & Conversion

White-glove intake from first response through qualification, follow-up, retainer, and handoff—built in your voice, around your case criteria and inside your systems.

02

Client Experience & Relations

Communication standards, escalation paths, client-care workflows, service expectations, and accountability systems that protect the relationship long after the client signs.

03

People & Performance Management

Role design, onboarding, coaching, manager development, KPIs, accountability, and team structure that help support staff grow into a high-performing operation.

04

PI Case Production & Operations

We help design the people, workflows, handoffs, caseload accountability, and production standards that keep personal-injury cases moving and teams producing.

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.”

Before founding Level Up, Iliana Irra built her career inside law-firm operations—as a People Manager, Director of Client Relations, and leader across intake and support-team performance. Her experience spans developing people, strengthening the client experience, building production teams, designing workflows, and helping PI firms create the structure needed to grow. Level Up brings that operational experience directly alongside your team.

Iliana Irra
CEO & FOUNDERRead the founder story

Your next chapter starts here.

You grow the firm.
We strengthen what carries it.

Let's identify the gaps in your people, client experience, intake, and production systems—and build an operation designed around where you want to go.

Book a consultation