Prospective-client intake
Collect contact details and the caller’s high-level reason for contacting the firm using questions the firm approves.
A law-office receptionist must be clear about its role. Smart Lead Lab can answer routine administrative questions from configured firm information, collect caller details, and route messages without evaluating a case or giving legal advice.
Prospective clients want to know whether someone heard them. A configured intake can capture their contact information and a concise description in their own words, while reserving legal analysis, confidentiality decisions, and representation questions for the firm.
Collect contact details and the caller’s high-level reason for contacting the firm using questions the firm approves.
Record a callback request without disclosing matter details or making commitments.
Answer from configured office hours, location, appointment, and general firm information.
Schedule an approved consultation slot where the firm has enabled calendar booking.
Configure administrative firm information and approved intake language.
Define message, transfer, scheduling, and urgent-call rules.
Keep legal questions and case evaluation outside the automated workflow.
Review captured information under the firm’s own privacy, retention, and conflict-check procedures.
No. It is for administrative call handling, intake, messages, scheduling, and routing based on firm-approved information.
No. The firm should configure clear language explaining that intake does not mean the firm has accepted a matter.
Yes, when the firm enables booking and provides approved calendar availability.
Firms should minimize information collected, configure approved intake questions, and apply their own confidentiality, consent, retention, and conflict procedures.
Need the broader product overview? See how the Smart Lead Lab AI receptionist handles calls across business types.