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LegalPlaybook
IndustriesLegalImmigration

AI Receptionist for Immigration Law Firms

Capture the immigration matter, agency or court, key dates, and contact details for the firm.

Choose the matter fields and firm contact, then test one real call before sending callers here.

  • Matter intake
  • Stated dates
  • Firm follow-up

Example call notes

Ready for the team

Intent
Immigration
Priority
Standard
Next step
Send call notes
Your team chooses the script and next step.

What this call should accomplish

Let the caller explain the matter once. Capture the stated facts and dates without giving advice or deciding whether the firm can help.

  • Records stated facts without interpreting them.

  • Leaves conflicts, qualification, and engagement decisions to the firm.

  • Separates new matters, current-client calls, and stated deadlines.

  • Records contact details, matter type, jurisdiction, and dates as stated.

Questions worth asking

Record the caller’s words and stated dates. Leave advice and decisions to the firm.

  • 1

    What name and number should the firm use for follow-up?

  • 2

    Which immigration matter, agency or court, and stated date should the firm know about?

  • 3

    What type of matter and jurisdiction are involved?

  • 4

    What happened, and what would you like the team to do next?

After the caller hangs up

The firm receives the call notes and requested next step.

Step 1Call result

Call notes keep the contact, matter, jurisdiction, and stated dates together.

Step 2Call result

The requested next step goes to the firm.

Step 3Call result

The firm owns conflicts, qualification, deadlines, engagement, and representation.

Where people stay in control

What stays with your team

  • AnswerCheap does not give legal advice or decide whether a caller or matter qualifies.
  • The firm owns conflict checks, deadlines, engagement, and representation decisions.
  • Record dates as the caller states them. The firm decides what they mean.

Questions owners ask

What happens when a call does not fit the script?+

Send it to the firm or use the message and callback fallback set during setup.

Does it give legal advice or clear conflicts?+

No. The firm owns advice, conflicts, qualification, deadlines, engagement, and representation.

Does completing intake create an attorney-client relationship?+

No. The firm decides whether to consult, engage, or represent the caller.

Compare other legal call situations before choosing a script.

Put this playbook to work

Choose the matter fields and the firm’s follow-up path.

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