Live Transfer or New Client Matter: Delivery That Fits Your Intake Capacity
Some firms want their own intake team to run every engagement conversation. Others are at capacity and would rather receive a file that is ready for attorney review. Nexus Crash offers both, under the same criteria and the same consent standard.
Your two options:
■ Live Transfer: the claimant has asked for legal information and consented on a recorded call, and is connected live to your staffed intake line. Your team keeps full control of the engagement conversation.
■ New Client Matter: a complete file with your engagement documents already signed, including completed intake, call recordings, the consent record and supporting records. Your attorneys start with review, not intake.
■ 24/7 bilingual intake support: Legal Support Cases intake specialists handle screening, transfers and document execution around the clock, in English and Spanish.
■ Same standard either way: both options use the same criteria, gates and consent record, so you can switch or run both without changing what qualifies.
■ Your documents, your decision: new client matters use your firm’s own engagement documents, and every representation decision stays with your attorneys.
Choose Live Transfer if your intake team has the capacity and wants the conversation. Choose New Client Matter if you want attorney time to go straight to the file.
Funding is also available for firms that qualify, and we can connect you with our funding source: https://nexuslegal.group/programs/attorney-funding
Find the Right Fit on a Call: https://calendly.com/nexuslegalgroup
See the full program: https://nexuslegal.group/programs/nexus-crash
Rob Parker
Managing Partner, Nexus Legal Group
rob@nexuslegal.group | 855-925-1035
Program availability and outreach methods depend on source terms, jurisdiction-specific review, and approved scope. Nonprofit participation is not a blanket compliance exemption. Nexus is not a law firm and does not provide legal advice.