Intake Specialist
Hear from our clients.
Case studies
Help our VPs grow your business.
Experts in
- Clio
- MyCase
- PracticePanther
- LexisNexis
- DocuSign
- Zoom
- Microsoft Suite
- Google Suite
- Gemini
- Claude
- Canva
- Wordpress
- Calendly
Designed For Your Law Firm's Needs
Learn how our virtual professionals can help grow your business.
Lead Screening & Qualification
Professionally handle inbound inquiries, qualify leads using tailored scripts, and ensure only quality prospects reach your attorneys.
CRM & Case Management Integration
Enter and organize all client details into your CRM or case management system with structured tagging and clean hand-offs.
Follow-Up & Client Nurturing
Stay on top of follow-ups through calls, emails, and texts—nurturing potential clients and increasing conversion rates without attorney involvement.
Training Outline
After completing general and professional training on the fundamentals of remote work and virtual assistance best practices, associates undergo intensive legal industry-focused training, covering essential concepts and tools such as case management, document handling, scheduling, and client communication. Evaluations and scenario-based activities help build real-world readiness.
After being matched with a client, the associate undergoes tailored training to align with the client's specific needs and tools, ensuring a seamless onboarding experience from day one.
The associate receives ongoing support from a dedicated trainer, structured check-ins, and performance tracking to ensure they stay on track and continuously improve in their role.
Frequently Asked Questions
Marketing virtual professionals can handle a variety of tasks, including: • Social media scheduling and posting • Email campaign setup and management • Content creation (blogs, graphics, etc.) • Market research and competitor analysis • SEO optimization • Data analysis and reporting • Managing ad campaigns (e.g., Google Ads, Facebook Ads)
Common tools include: • Social Media: Hootsuite, Buffer, Sprout Social • Email Marketing: MailChimp, Constant Contact, HubSpot • SEO: SEMrush, Ahrefs, Yoast SEO • Content Creation: Canva, Adobe Suite, Grammarly • Project Management: Asana, Trello, Monday.com • Analytics: Google Analytics, HubSpot
While Savvital primarily serves insurance, real estate, and construction companies, we are experienced in expanding into other industries and customizing our services to meet the unique marketing needs of various sectors.
Savvital offers flexible pricing based on the level of expertise and the scope of services required. Contact us for customized packages that fit your budget and business needs.
Savvital prioritizes data security by: • Implementing strict cybersecurity measures with tools like Cyberfin • Ensuring controlled access to sensitive information
Yes, our marketing VPs have expertise in managing and optimizing paid ad campaigns on platforms like Google, Facebook, Instagram, and LinkedIn. They can create, monitor, and adjust ad strategies to maximize your ROI.
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