Intake and lead qualification for Law Firms
Ask approved matter, jurisdiction, date, and contact questions, then send the firm useful call notes.
Choose the matter fields and firm contact, then test one real call before sending callers here.
- Fit questions
- Useful call notes
- Human decision
Example call notes
Ready for the team
- Intent
- Intake and lead qualification
- Priority
- Standard
- Next step
- Send call notes
What this call should accomplish
Back to top ↑Gather the approved fit and timing details without deciding who qualifies.
Asks the matter, jurisdiction, stated-date, and contact questions the firm approves.
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
Back to top ↑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
What type of matter and jurisdiction are involved?
- 3
Is there a court, filing, custody, or agency date the firm should know about?
- 4
Have you contacted this firm before?
- 5
What would you like the firm to do next?
After the caller hangs up
Back to top ↑The team sees the answers and makes the decision.
Call notes keep the contact, matter, jurisdiction, and stated dates together.
The answers go to a person. AnswerCheap does not decide whether the caller qualifies.
The firm owns conflicts, qualification, deadlines, engagement, and representation.
Where the useful details can go
Back to top ↑Put the captured contact details in a CRM, channel, or workflow. Set up and test that connection before relying on it.
Slack
Send the call summary or captured lead to one channel.
See Slack details →
Google Calendar
Create a Calendar event only when the call includes an appointment request and captured time.
See Google Calendar details →
HubSpot
Send the available lead and caller details to HubSpot.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the call or lead details.
See Zapier / Make details →
Webhooks
Send the selected call or lead event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑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
Back to top ↑Does it decide which callers qualify?+
No. It asks the approved questions and sends the answers to your team for a decision.
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.
Related pages
Back to top ↑Compare other legal call situations before choosing a script.
- Legal overview
- After-hours answering
- Personal injury
- Family law
- Immigration
- Criminal defense
- Estate planning
- Consultation scheduling
Put this playbook to work
Choose the fit questions and who takes over when judgment is needed.
Want the numbers? See pricing →