Vertical Specific Solutions

Tailored for Professionals.

Specialized automated intake for Dental, Law, and Insurance practices. Built to understand your specific client needs.

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Dental Intake & Communication

We handle everything from the first new patient call to recall campaigns and review generation — freeing your front desk to focus on in-office patients.

  • New patient scheduling with insurance pre-verification
  • Recall and reactivation campaigns
  • After-hours call coverage and overflow support
  • PMS-integrated scheduling (Dentrix, Open Dental, Eaglesoft)
  • Review generation after completed appointments
  • Full attribution — know which ads book appointments
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98% Patient call answer rate
3x More new patient bookings
40% Lower cost than in-house staff

High-Volume Claims Specialists.

Our insurance specialists are trained to handle FNOL and policyholder inquiries with catastrophe-grade efficiency. We scale your capacity without the overhead of seasonal hiring.

  • FNOL Accuracy: First Notice of Loss specialists trained on your AMS protocols.
  • Seasonal Scaling: Instantly scale up during surge seasons without HR friction.
  • Client Retention: Empathetic handling that protects your book of business.
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% Faster FNOL Processing
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X Surge Capacity

Litigation-Grade Intake Specialists.

Our law firm specialists are trained to handle sensitive client inquiries with empathy and legal precision. We follow your custom SOPs to ensure every lead is qualified and converted.

  • Custom Conflict Checks: Protocol-driven screening unique to your firm.
  • High-Stakes Conversion: Trained to handle PI, Criminal, and Family Law leads.
  • Case Management Sync: Real-time updates to Clio, Filevine, or MyCase.
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X Conversion ROI
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% Response Accuracy
Why IntakeOS

More than answering calls. We optimize your revenue cycle.

Traditional outsourcing answers calls. IntakeOS manages the entire intake-to-conversion journey with AI intelligence and human accountability.

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AI + Human Accuracy
AI handles speed and data. Humans verify accuracy and handle nuance.
Full Attribution
Track every lead from first click to booked appointment — protect your ROI.
40% Lower Cost
Compared to hiring in-house. Scale up or down without HR friction.
Industry-Specific
Workflows, integrations, and compliance built for your vertical.

Ready to transform your intake?

See how IntakeOS drives more conversions for your industry.

Book Your Demo