Law Firms
Ask your approved screening questions so staff can review the matter before scheduling a consultation.
01 · Caller experience
Use your greeting and business information to understand the request. Ask one question at a time and confirm important details.
For this example: Intake for staff review.
02 · Captured context
03 · Business outcome
The firm checks whether the matter fits its practice and contacts Morgan.
A record gives staff context; it does not establish that a booking, quote or handoff succeeded.
CALLER · Morgan
“I would like to speak with someone about a lease dispute.”
RECEPTIONIST
“I can record a brief intake for the team. What area is the property in?”
Intake for staff review
The firm checks whether the matter fits its practice and contacts Morgan.
Example only. No call placed, booking confirmed or notification sent.
Before the first customer call
Define intake criteria, jurisdiction questions, confidentiality wording and the situations staff must review.
Complete activation and test your greeting, intake and fallback. Verify forwarding with your carrier; voice forwarding does not forward texts.
Review setupNo legal advice, conflict clearance, acceptance of representation or deadline guarantee.
Lite covers configured business hours. Starter and Growth include 24/7 inbound answering; scheduling requires a supported plan. Lite takes messages and does not transfer; transfers go only to numbers you set. If a person is unavailable, capture a callback request; do not promise an immediate response.
Ask about your requirementsCompare coverage, included minutes, overages and scheduling or transfer eligibility before subscribing.
See plan requirements and pricingLegal intake is a speed contest. The first firm to pick up usually signs the case — here is how to measure what your voicemail is costing you.
Try a consent-based demo call, or compare the plan requirements.