They call several firms the same afternoon
Someone injured this morning is not researching. They are working down a list of names and calling them in order.
Michigan personal injury intake
The agent answers the calls your team cannot get to, qualifies each caller against your criteria, takes the full intake, and books the consultation.
The problem
Someone injured this morning is not researching. They are working down a list of names and calling them in order.
The first office to pick up and put a consultation in the calendar is normally the one that keeps the case.
Collisions happen on evenings and weekends, and so do the calls that follow them.
The capture set
Every item below is a field on the record your team opens, not a paraphrase in a call summary.
The at-fault party name is captured so your firm can run its conflict check before the consultation rather than during it.
Qualification
Five checks, run in plain terms during the conversation rather than as an interrogation at the end.
The agent never tells a caller that their claim is dead. Whether a deadline has run or a claim is worth bringing is a legal conclusion, and it belongs to a lawyer at your firm.
Boundaries
Delivery
Going live
Questions
The agent asks about current and prior representation as part of the intake. If the caller says they are represented, it stops qualifying, books nothing, and marks the record so nobody on your team contacts them.
Yes. You give it the matters your firm handles and the ones it should decline. Anything outside the first list gets referred out politely instead of booked.
Yes. The at-fault party name and their insurer are captured on every new matter, so your team runs the conflict check before the consultation rather than discovering the problem during it.
It flags the record for a person to review and books nothing automatically. The agent does not tell the caller they are out of time, because whether a deadline has run is a legal conclusion and that call belongs to a lawyer at your firm.
Yes. Case types, the incident window, the geography you serve, and the referral list are all configuration. Changes take effect on the next call.
Free walkthrough
Fifteen minutes on a call, or dial the line and take the agent through an intake end to end.
Or email [email protected]