SC UT

How onboarding runs

From the day you start to the day Scout answers your first lead. Most firms are live inside a week. Here is the shape of it, and what we need from you along the way.

To begin

We book your orientation call

We reach out within one business day of your start and put the call in the diary.

Scout books it

Orientation

We learn your firm

We walk you through Scout end to end, then take what we need to build it around your practice: how you qualify a case, what a good one looks like for you, and where consults go.

You: CRM access You: lead sources You: qualifying criteria You: calendar availability You: business details for your phone lines

If we already run your CRM inside Amicus Pro, there is nothing to hand over: the connection carries your lead sources with it.

The build

We write your script and connect your systems

We write your script and qualifying criteria with you, around your practice. We provision your dedicated phone lines, set up the communication process, connect your CRM and lead sources and load your calendar.

Scout buildsYou review the draft script

Sign-off

You approve, we train the intakers

Once you are happy with the script and the criteria, we train your intakers on your practice area, your script and the objections your callers actually raise. That happens before a single lead is called.

You approveScout trains the team

Live

Scout answers your leads

Every new lead called within five minutes, day or night, qualified against your own criteria and booked onto your calendar, inside your own system.

Scout runs it

The pace is set by how quickly we get your access and your criteria. Moving your data into a lead management system we provide adds a short import window, which we run alongside the build wherever we can.

Questions about your own firm: ask us to call you, or start at getscout.mylegalacademy.com. Our Terms of Service and rate schedule set out what we commit to.