Inquire2Esquire
Training

For firms training their own intake

Train Before the First Client.

The course our own placements have to pass, licensed to your firm.

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An intake specialist in a headset, wearing a graduate cap
The course overview: day one legal knowledge, day two sales knowledge, day three bring it together

Inside the course

See What Your Intake Specialists See.

Three days

A Plan for Every Day.

Legal knowledge, sales knowledge, then bring it together.

The course overview: day one legal knowledge, day two sales knowledge, day three bring it together

Lessons

Slides for Every Lesson.

Each lesson has its own deck, and a one-page summary to keep.

A lesson's slide deck open on a slide about negligence

Quizzes

A Quiz After Each Lesson.

Self-grading, so you know who has it before they take a call.

A ten-question quiz on liability and fault

Role-play

Live Calls Against an AI Caller.

The caller objects like a real one, and every call is scored against a fixed rubric.

The live drill screen: role-play against an AI caller

The course

17 Lessons, Written for Intake.

Legal Knowledge

  • The Three-Legged Stool
  • Liability & Fault
  • Treatment & Damages
  • Ability to Pay & Coverage
  • PI Case Workup
  • Common Injuries & Treatment
  • Case Acceptance Criteria
  • Your State’s MVA Law

Sales Knowledge

  • Scripting Basics
  • Call Compliance & Consent
  • Retainer & Contingency Fees
  • Objection Handling
  • Live role-play: objections

Bring It Together

  • Live role-play against the AI caller
  • Additional role-play
  • The 50-question capstone

Two Guides for the Firm

  • An Intake Manager guide
  • A Partner guide

Monthly role-play

30 Scored Calls a Month, Every Month.

An AI caller that objects, goes quiet and changes its mind, scored like a real call.

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30scored calls for each seat, every month

Pricing

One Set-Up Fee, Then per Seat.

Two seats minimum: the intake specialist, and the person running the team.

$50 each  2

60 scored role-play calls a month, 30 for each seat

Your monthly price

$100/month

2 seats × $50

Set up for your firm, one time$750

  • The 17-lesson course
  • AI role-play, 30 scored calls a month
  • The 50-question capstone
  • Intake Manager and Partner guides

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Set-up covers your account, your case types and your state’s motor vehicle module.

See it before you buy it

Walk Through It as Your Team Would.

The training site runs a demo firm you can walk through end to end.

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