Paid business consult screening

Business law calls need scope, budget, and deadline clarity.

LegalVoice filters contract, entity, dispute, transaction, and advisory calls before booking the lawyer, while routing existing clients and referral sources with priority.

Budget screening up front
Docs requested before consult
Deals deadline-aware routing
24/7 intake coverage Never let nights, weekends, or overflow calls disappear into voicemail.
Human handoff when needed Escalate sensitive or low-confidence situations to staff without friction.
Reviewable call records Keep transcripts, summaries, and follow-up context in one place.
Why generic intake breaks
  • Business callers can be buyers, sellers, founders, landlords, vendors, or current clients.
  • A generic intake cannot tell a quick question from a real paid legal project.
  • Urgent deal deadlines and litigation deadlines need different escalation.
  • Budget fit matters before attorney calendar time is offered.
Call path
  • Classify the matter: Contract, entity, dispute, transaction, employment, real estate, or advisory.
  • Qualify the project: Scope, deadline, documents, decision-maker, budget, and paid consult fit.
  • Route relationship calls: Existing clients, vendors, counterparties, and referrals get the right handling.
  • Book or brief: Qualified calls book consults; others become structured messages with documents requested.
Business Law intake overlay
  • What business issue are you calling about?
  • Is there a deadline, signed agreement, lawsuit, or pending transaction?
  • Are you the owner, decision-maker, or calling for someone else?
  • Do you already have documents the lawyer should review?
  • Are you prepared for a paid consultation or project retainer?
Routing and escalation rules
  • Existing clients can route to assigned staff or attorney rules.
  • Referral sources can bypass intake and notify the relationship owner.
  • Counterparties and opposing counsel can be captured without legal advice.
  • Budget-mismatch callers can receive a concise callback or referral workflow.