Oscar Helping Hands

Intake & Case Management Services

Intake & Case Management Services

At Oscar Helping Hands, we provide comprehensive Intake and Case Management Services to support law firms, solo practitioners, and corporate legal teams. Our goal is simple: to ensure that every client and case is managed efficiently, from the moment a lead walks through your (virtual) door to the final resolution of the matter.

Legal professionals face increasing pressure to handle high caseloads while maintaining organization, compliance, and client satisfaction. We help by managing the entire administrative lifecycle of a case, freeing you to focus on legal analysis, strategy, and client advocacy. From capturing leads to maintaining detailed case records, our trained legal support team keeps your workflow smooth, error-free, and scalable.

🧾 Client Intake Services

The first impression matters. Our client intake process ensures that every potential client is handled with professionalism, empathy, and accuracy. We help you gather all essential client information, schedule consultations, obtain consent forms, and ensure a seamless onboarding experience.

✅ Services include:

  • Handling incoming client inquiries via phone, email, or forms

  • Pre-screening potential clients based on your criteria

  • Collecting KYC documents, ID proofs, and background details

  • Scheduling consultations and setting reminders

  • Digital intake form creation and management

  • Consent and retainer agreement assistance

Our streamlined process reduces intake errors, enhances responsiveness, and improves client satisfaction from day one.

📁 Case File Management

Every case requires organized, secure, and accessible documentation. We manage and maintain digital and physical case files, ensuring that all pleadings, exhibits, correspondence, and internal notes are filed, labeled, and version-controlled.

✅ We help you:

  • Create and manage structured case folders

  • Track and log incoming/outgoing legal documents

  • Maintain updated case timelines and summaries

  • Sync case records across platforms (e.g., Google Drive, Dropbox, Clio, etc.)

  • Archive closed cases with secure access

This service ensures that your team spends less time on admin work and more time building strong legal arguments.

📊 Case Monitoring & Progress Updates

We help track key case milestones, deadlines, court hearings, filings, and client interactions—ensuring no detail falls through the cracks. Our support team monitors your calendar and maintains a centralized case progress dashboard to keep your practice on track.

Features include:

  • Calendar management and hearing reminders

  • Case activity logs and task tracking

  • Status reporting and case summary updates

  • Email/SMS alerts for key events

  • Follow-ups with clients or witnesses as needed

This support enables better collaboration among attorneys, paralegals, and support staff—and keeps your clients well-informed.

🧑‍💼 Administrative Support & Compliance

In addition to core intake and case tracking, we offer day-to-day administrative assistance, helping you manage the operational side of your practice. This includes ensuring all client records, court documents, and communications are properly stored, compliant, and audit-ready.

Services include:

  • Data entry and updating case management software

  • File naming and formatting compliance

  • Billing and time log documentation

  • Maintaining client confidentiality protocols

  • Liaison with internal and external stakeholders

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