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Legal · Voice Workflow

Legal Intake Triage

An inbound caller is greeted with the required disclaimer, qualified on matter type and jurisdiction, conflict-checked against Airtable, and booked for a consultation with an intake link texted over.

trigger inbound_callmode Real-timenodes 13connectors 2

Workflow

TriggerIntegrationBranchAI AgentVoiceEnd
no matchmatchconflictclearTRIGGER01Inbound call receivedVOICE02Greeting + disclaimerAI AGENT03Qualify the matterBRANCH04Practice area match?VOICE05Decline + referralEND07End (no fit)INTEGRATION06Conflict checkBRANCH08Conflict found?END09End (conflict)INTEGRATION10Save intake recordINTEGRATION11Book consultationINTEGRATION12Send intake linkEND13End call

How it runs, step by step

  1. 01
    TRIGGER

    Inbound call received

    A prospective client calls the firm and enters the intake workflow.

  2. 02
    VOICE

    Greeting + disclaimer

    Greet the caller and state that the call does not create an attorney-client relationship.

  3. 03
    AI AGENT

    Qualify the matter

    Capture matter type, jurisdiction, opposing party, and key facts.

  4. 04
    BRANCH

    Practice area match?

    Check whether the matter falls within the firm's practice areas.

    • if no match → Decline + referral
    • if match → Conflict check
  5. 05
    VOICE

    Decline + referral

    Politely decline and offer a referral resource for out-of-scope matters.

  6. 06
    INTEGRATION

    Conflict check

    Check the party names against existing clients in Airtable.

  7. 07
    END

    End (no fit)

    End the call for matters outside the firm's scope.

  8. 08
    BRANCH

    Conflict found?

    Branch on whether a conflict of interest exists.

    • if conflict → End (conflict)
    • if clear → Save intake record
  9. 09
    END

    End (conflict)

    End the call and flag the matter for attorney review.

  10. 10
    INTEGRATION

    Save intake record

    Write the qualified intake record to Airtable.

  11. 11
    INTEGRATION

    Book consultation

    Reserve a consultation slot and create the calendar hold.

  12. 12
    INTEGRATION

    Send intake link

    Text the caller a confirmation and a secure intake-form link.

  13. 13
    END

    End call

    Confirm next steps and end the call.