Incoming Call To The Requested Attorney
“May I speak with attorney Jordan?”
Identify The Request
Ask for the requested person and a brief reason for calling.
Check Routing Rules
Use the office directory and availability preferences.
Connect The Call
Transfer to the designated attorney or staff member.
Handle Unavailable Contacts
Take a message or arrange an approved callback.
A connected caller or a clear message for the right person.
New Inquiry To Consultation
“I would like to book a consultation.”
Collect Basic Intake
Gather contact details and the broad inquiry category.
Apply Office Rules
Route any required screening to staff.
Check The Calendar
Offer approved consultation times for the appropriate lawyer.
Book & Confirm
Confirm the caller’s selection and record the appointment.
A consultation on the lawyer’s calendar.
After-Hours Call To Organized Follow-Up
“Please have someone call me tomorrow.”
Answer After Hours
Explain availability using approved office language.
Capture A Message
Collect callback details and the requested contact.
Apply Escalation Rules
Route urgent requests as the office directs.
Deliver The Summary
Send the message to the designated team member.
A structured follow-up without offering legal advice.
Services Behind These Workflows
AI Receptionist for Business · AI Appointment Scheduling for Business · Agentic AI Workflow Automation
These are example workflows, configured for your business. Actions depend on connected systems, approved rules, and communication permissions.
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