Want help implementing intake + routing? See pricing or request a demo.

Minimum fields to capture

Caller name + callback number
Practice area (PI, family, criminal, immigration, etc.)
Short summary of the situation
Other party name (for basic conflict check)
Preferred consult time window

Script template (copy/paste)

Hi — thanks for calling. I can help get you to the right person. 1) What type of matter is this (personal injury, family law, criminal defense, immigration, other)? 2) What’s a good callback number in case we get disconnected? 3) In one sentence, what happened and when? 4) For a conflict check, what is the other party’s name (if you know it)? 5) What’s the best time for a consultation: today, tomorrow, or later this week? Thanks — I’m going to route your request now.

Routing rules (simple)

New intake → intake queue / on-call intake line
Existing client → support/admin line
Urgent deadlines → transfer immediately, otherwise schedule consult

Next step

Review pricing, then get a demo so we can tailor this to your practice areas and consult booking rules. To estimate ROI, use the ROI calculator.

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