Retainer-first criminal intake

Criminal calls need urgency, court routing, and retainer qualification.

LegalVoice separates court calls, existing clients, referrals, and new defendants before it starts intake, so a criminal defense lawyer does not waste paid attorney time on the wrong calls.

Retainer qualification before consults
Court calls routed out of intake
Fast disqualification when needed
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
  • Not every caller is a lead; courts and existing clients need a different path.
  • Long PI-style intake creates friction when the lawyer needs fast qualification.
  • A caller who cannot pay the retainer should not consume the same workflow as a ready client.
  • When someone asks for the attorney by name, the receptionist needs judgment, not a script.
Call path
  • Classify the caller: Court, existing client, referral, vendor, opposing counsel, or new matter.
  • Run the criminal overlay: Charge, court date, custody status, warrant risk, prior attorney, and retainer fit.
  • Choose the outcome: Live route, urgent text, paid consult booking, callback, or concise message capture.
  • Deliver the record: Transcript, summary, tags, urgency, and follow-up instructions land in the firm workspace.
Criminal Defense intake overlay
  • What charge or legal issue are you calling about?
  • Is there a court date, warrant, arrest, bond issue, or deadline?
  • Are you currently represented by another attorney?
  • Are you prepared to pay a retainer if the firm can help?
  • Who referred you, and are you asking for a specific attorney?
Routing and escalation rules
  • Judge, court, clerk, probation, or prosecutor mentions route to the configured staff number.
  • Existing client or caller asking for the attorney by name can bypass new-client intake.
  • Urgent custody, warrant, same-day court, or arrest language can trigger escalation.
  • Low-fit retainer calls can be closed politely or placed into callback review.