The call forwards
Your number rings as it always has. When nobody picks up, or the office is closed, the call forwards to the agent.
The full path a call takes, what your team receives afterwards, what happens when a caller wants a person, and what it takes to go live.
The call path
Your number rings as it always has. When nobody picks up, or the office is closed, the call forwards to the agent.
It picks up on the first ring, gives your firm’s greeting, and states that the call may be recorded.
They describe what happened in their own words. The agent asks follow-up questions from what they actually said.
Case type, incident date, location, injury, and existing representation, checked against your criteria.
Every field on the capture set, including the at-fault party and their insurer.
It reads live calendar availability, offers the caller real openings, and confirms one before the call ends.
Structured fields, recording, transcript, and summary are written to your case management system.
A text goes out on qualified leads, and the calendar event carries the summary.
The handoff
Escalation
Setup
Free walkthrough
Fifteen minutes is enough to see the call path and the record it produces.
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