“My job is making sure qualifying questions — without anyone on your team having to ask.”
We watched our own legal intake ops team burn out on work that never stopped. Legal Intake Specialists were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Catalina was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Catalina in their own words.
I'm the legal intake specialist your legal intake ops team leans on when the queue starts stacking. New-client calls qualified, conflict-checked, and scheduled with an attorney. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running qualifying questions, conflict checks, retainer conversation setup. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Catalina on a real call.
This is how Catalina handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Catalina is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Catalina does best.
Everything Catalina does, top to bottom.
These aren’t theoretical. Every item below is part of Catalina’s live SOP on real deployments.
- Qualifying questions
- Conflict checks
- Retainer conversation setup
- File opening + CRM update
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Catalina works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New legal intake specialist work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Qualifying questions
Qualifying questions. Done inside SOP, logged step-by-step, never skipped.
Conflict checks
Conflict checks. Done inside SOP, logged step-by-step, never skipped.
Retainer conversation setup
Retainer conversation setup. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your legal intake ops system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Catalina works inside.
Catalina plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Catalina already works with.
Work Catalina has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary legal intake specialistEmbedded in legal intake ops teams
New-client calls qualified, conflict-checked, and scheduled with an attorney.
- Qualifying questionsDaily workload
Qualifying questions · Conflict checks · Retainer conversation setup. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with legal intake ops stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Catalina had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Catalina.
Challenge, solution, and the numbers that changed after go-live.
Immigration operator missing legal intake specialist work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary qualifying questions flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing employment law team could not hire fast enough to keep up with legal intake specialist volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Catalina vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Catalina |
|---|---|---|---|
| Annual cost | $44,000 | $63,800 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 300 minutes / month
- $1.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 500 minutes / month
- $1.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 1,500+ minutes / month
- $1.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most legal intake specialist ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your legal intake specialist team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Catalina.
“The turnaround is the best part. Catalina processes requests inside an hour that used to sit on our desk for a week.”
“Accurate, on-brand, and never calls out. We trust Catalina with work we'd only trust our most senior legal intake specialists with.”
Everything teams ask before hiring Catalina.
Under 48 hours in most cases. We load your legal intake specialist SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Catalina warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Catalina already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Catalina pushes actions into your existing legal intake ops stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
You buy a minute bundle starting at $249/month. Every minute Catalina spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Catalina works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For legal intake ops teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Catalina, look at your current legal intake specialist workflow, and map out what the first 30 days would look like.
Starting at $349/mo.
Live in under 48 hours.
Most teams run legal intake specialists on the lite bundle or the next one up as volume grows.
