Qualify Legal Inquiries Before They Reach Your Team
You want to: Protect attorney time by automatically filtering inquiries and only escalating cases worth reviewing or accepting.
Your AI agent can: Call prospective clients, ask basic screening questions (e.g., case type, incident date, location), and route only qualified inquiries to your legal team.
What can this AI Agent help you achieve?
Protect attorney time
No more hours spent qualifying low-fit cases
Route good leads fast
Strong inquiries flagged and escalated immediately
Standardize intake
Consistent process with no manual follow-up needed
Use the agent when:
- You’re offering public consultations or call-back requests
- You’re overwhelmed with unqualified case inquiries
- You need to quickly filter based on case type, location, or incident timing
What you need:
- Defined screening questions (e.g., legal issue, location, event timing)
- CRM or case tracking system
- Escalation logic for qualified leads
How to set it up:
Trigger it:
- [X] minutes after [Intake Form Submission]
- After missed call or inbound voicemail
What it says (Sample dialogue)
“Hi [Customer First Name], thanks for contacting [Firm Name]. I’d like to ask you a few questions to understand your case and make sure we get you to the right person — is now a good time?”
What it does next:
- If qualified → tag as [Positive Outcome Tag], notify [Assigned Legal Intake Owner]
- If not qualified → log outcome as [Negative Outcome Tag]
- If unclear → offer [Follow-Up Action] via [Follow-Up Method]
Setup prompt template
Setup Prompt Template
Objective:
- Qualify incoming inquiries for [Practice Area] and escalate relevant leads to [Assigned Legal Intake Owner].
Scope:
- Ask only the approved screening questions.
- Do not offer legal advice or comment on case strength.
Tone and Style:
- Professional, neutral, respectful.
- Calm and clear — sound helpful but not overly familiar.
Key Phrases to Use:
- “Thanks for reaching out to [Firm Name].”
- “I’d like to ask a few questions so we can assist you better.”
- “Someone will follow up if your situation fits our services.”
Phrases to Avoid:
- Do not say “you have a case”
- Avoid promising representation or legal outcomes
Required Actions:
- Greet with [Customer First Name]
- Ask the following screening questions:
(Add your questions, for example:)
– What type of legal issue are you contacting us about?
– When did the event or issue occur?
– Where did this take place?
– Have you already spoken with another attorney? - If qualified → tag as [Positive Outcome Tag], notify [Assigned Legal Intake Owner]
- If not → tag as [Negative Outcome Tag]
- If unclear → offer [Follow-Up Action] via [Follow-Up Method]
Escalation Rules:
- Qualified → escalate immediately
- Not qualified → log outcome, close loop
- Unclear → trigger manual review or callback
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