Legal · Voice Workflow
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.
Workflow
How it runs, step by step
Inbound call received
A prospective client calls the firm and enters the intake workflow.
Greeting + disclaimer
Greet the caller and state that the call does not create an attorney-client relationship.
Qualify the matter
Capture matter type, jurisdiction, opposing party, and key facts.
Practice area match?
Check whether the matter falls within the firm's practice areas.
Decline + referral
Politely decline and offer a referral resource for out-of-scope matters.
Conflict check
Check the party names against existing clients in Airtable.
End (no fit)
End the call for matters outside the firm's scope.
Conflict found?
Branch on whether a conflict of interest exists.
End (conflict)
End the call and flag the matter for attorney review.
Save intake record
Write the qualified intake record to Airtable.
Book consultation
Reserve a consultation slot and create the calendar hold.
Send intake link
Text the caller a confirmation and a secure intake-form link.
End call
Confirm next steps and end the call.