New matters screened by practice area
The caller who just decided to get a lawyer is talking to two other firms today. Yours answers first, works out what kind of matter it is, and books them with the lawyer who does that work.
Someone with a new legal problem calls the firm, during the day, at night or on a Sunday.
Learns the matter type, gathers the other parties' names, books the consult with the right lawyer.
An intake summary with practice area, opposing names and the consult time, before the meeting.
How it works
- Lets them tell it
People calling a law office are often upset. She lets the caller explain in their own words first, then asks only what intake needs.
- Sorts the matter
Separation, a purchase, a dismissal, a will, a dispute with a contractor. She maps it to the practice area and the lawyers your firm assigns to it.
- Collects conflict names
The other side's full name, a spouse, a business partner, the company involved. They go on the intake so your clerk can search before anyone meets.
- Follows your consult rules
Free 15-minute call, flat-fee first meeting or hourly consult, whatever the firm uses. She explains it plainly and quotes only the fee on your list.
- Books the right lawyer
Two open times in that lawyer's calendar, in person or by video, and a text with the address, the fee and what papers to bring.
- Turns away gently
Matters the firm doesn't take get a kind no and the referral line you choose, such as the Law Society referral service.
Example call
- AI agentGood afternoon, Calder Okafor LLP in Guelph, this is Emma. How can I help?
- CustomerHi. My husband and I are separating and I don't really know what I'm supposed to do first.
- AI agentI'm sorry, that's a lot to carry. Our family lawyers can walk you through it. Can I start with your name, and his full name?
- CustomerI'm Rachel Doyle. He's Mark Anthony Doyle.
- AI agentThank you, Rachel. Are there children, and is there a home you own together?
- CustomerTwo kids, and yes, the house in Fergus.
- AI agentThat helps. A first meeting with Ms. Calder is one hour at the fee on our list, 350 dollars. I have Tuesday at 11 or Thursday at 4:30.
- CustomerThursday at 4:30, after work.
- AI agentYou're booked. I'll text you the address and a short list: any separation papers, your last tax return and the mortgage statement.
After the call: Ms. Calder's calendar shows Thursday 4:30 with "separation, two children, jointly owned home in Fergus", and the clerk has Mark Anthony Doyle on the intake to search before the meeting.
What your team gets
- Consults booked with the lawyer who does that kind of work
- Opposing and related names on every intake, ready for the conflict search
- The caller's situation in their own words, with children, property and dates noted
- Matters the firm doesn't take referred out politely
- A count of new enquiries by practice area, week over week
Questions
Will she tell a caller whether they have a case?
No. She books the consult, and the opinion comes from the lawyer. If someone presses, she says warmly that it's exactly what the meeting is for.
What if a name matches an existing client?
She books nothing until your clerk clears it, if you prefer. Or she books and flags the intake so the search happens before the meeting.
Can she book video consults?
Yes. She offers in person or video, and the text confirmation carries the meeting link.
Does she speak French?
Yes, and many other languages. She asks before switching, and notes the language on the intake.
Hear it on your phone
Request a demo call and the agent phones you, set up for law offices like yours.