Enterprise DNA

Law · Worked example

New-client intake line for a law firm

Answers new-client calls, runs the firm's intake questions and books a first consult with the right lawyer.

VoiceYour data Lead captureBookingHuman handoffSummariesIntegrations
Build this for my business → Read the conversation

The problem

People call a law firm when something has already gone wrong, often after hours or while every lawyer is in a meeting. If nobody picks up they ring the next firm, and that matter is gone.

How it works

  1. Answers every new-client call, day or night, in a voice that suits the firm
  2. Asks the intake questions the firm already uses for each practice area
  3. Checks the caller's name and the other party against existing clients before booking
  4. Books a first consult into the right lawyer's calendar
  5. Transfers anything urgent, like a court date tomorrow, to the on-call lawyer
  6. Never gives legal advice and says so plainly when asked

What it connects to

  • Practice management system
  • Calendar
  • Email
  • On-call phone roster
Sample conversation
  1. CallerHi, sorry it's late. My ex has just told me they're moving to Brisbane with our daughter.
  2. AgentThanks for calling, that sounds stressful. I can get you in front of one of our family lawyers. Can I take your name and the best number for you?
  3. CallerSure, it's Rachel, on 021 555 0142.
  4. AgentThanks Rachel. Has anything been filed with the court yet, or is it still a conversation between the two of you?
  5. CallerJust a conversation. They want to go next month.
  6. AgentUnderstood. I can book you a first consult with a family lawyer tomorrow at 9.30. I'll email a confirmation with what to bring.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
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