AI Receptionist for Personal Injury Law Firms
Capture PI leads, key incident details, and urgency so you can call back prepared.
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
- Personal injury
- Priority
- Standard
- Next step
- Send call notes
What this call should accomplish
Back to top ↑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
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
When and where did the incident happen, and are you already represented?
- 3
Is there a court, filing, insurance, or other stated date the firm should know about?
- 4
What type of matter and jurisdiction are involved?
- 5
What happened, and what would you like the team to do next?
After the caller hangs up
Back to top ↑The firm receives the call notes and requested next step.
Call notes keep the contact, matter, jurisdiction, and stated dates together.
The requested next step goes to the firm.
The firm owns conflicts, qualification, deadlines, engagement, and representation.
Where the useful details can go
Back to top ↑Put the useful details from matter calls in the tools your team already uses. Set up and test each connection first.
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 ↑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.
Related pages
Back to top ↑Compare other legal call situations before choosing a script.
- Legal overview
- After-hours answering
- Family law
- Immigration
- Criminal defense
- Estate planning
- Intake and lead qualification
- Consultation scheduling
Put this playbook to work
Choose the matter fields and the firm’s follow-up path.
Want the numbers? See pricing →