Doc Prep Intake Without The Headache.
Skip the admin grind and long phone calls. Keep the work that matters. We run intake, qualification, and document coordination so independent licensed professionals can focus on the specialty work.
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Why Professionals Like You Trust Stratify
The operations side of your work, simplified.
We're a document preparation and administrative services company. We provide customer intake, qualification, order facilitation, file management, and customer service for independent professionals across a range of specialized fields.
Intake & Qualification
Inbound contact handled, qualified against your criteria, with engagement documentation and pricing presentation. Only the matters ready to engage make it to you.
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Answering & Customer Service
Live receptionist coverage and customer service through engagement completion. Never miss another inquiry. Every customer attended-to from first call to final delivery.
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Document Order Facilitation
Document collection, order coordination, scheduling, and file management. Full administrative workflow from intake through completion.
Learn MoreHow We Work
You Set Your Criteria
Specialized fields, jurisdictions you're licensed in, matter types you want, capacity you can handle. We work to your specifications.
We Bring You the Work
Pre-qualified customers with executed engagement agreements and organized intake packages. You accept what fits your capacity.
You Do the Specialized Work
Your professional work within your license. We coordinate customer communication, document delivery, and customer service through engagement completion.
Built for Document Preparation Across Specialized Fields
Our intake specialists are trained across the specialized fields we serve. They understand the sensitivity of each matter type and what your industry requires — ensuring every caller is treated with empathy while we collect what your work needs.
Learn About UsPartnerships Built Around Your Capacity
Every partner works differently. We shape the partnership around your capacity, the specialized fields you serve, and how much of the workload you want us to carry.
Our three core services scale to what you need.
Intake & Qualification
We screen and qualify every inquiry to your criteria, so you only see the matters worth your time.
Answering & Customer Service
After-hours, overflow, or full-time coverage. Your customers always reach a real person who knows your work.
Document Order Facilitation
Document collection, contractor coordination, and file management from intake through completion.
Every engagement is TCPA-compliant and aligned with your industry's compliance standards.
Specialized Fields We Support
We support independent licensed professionals across a range of specialized fields. If your work involves customer intake, document preparation, and order coordination, we can help.
Let's Build a Partnership
Every missed call is a missed matter. Partner with us and let us handle the operations side so you stay on the specialized work.
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