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Dynamic intake paths

Multi-practice firms need the receptionist to choose the right path live.

LegalVoice starts with caller classification, then switches between firm-type overlays so a criminal call, PI lead, business client, vendor, and court call do not all get the same script.

Build this call flow About LegalVoice
Dynamic matter switching
Firm-wide routing controls
Simple lawyer-friendly setup
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, and not every lead belongs in the same intake.
  • Mixed-practice firms need dynamic call paths, not a single universal script.
  • Receptionists make judgment calls about relationship, urgency, and matter type.
  • The UI should make this configurable without asking lawyers to write prompts.
Call path
  • Relationship first: New lead, existing client, court, referral, vendor, opposing counsel, or unknown.
  • Matter-type switch: Choose the right overlay for criminal, PI, business, family, estate, immigration, and more.
  • Run only what is needed: Short qualify, full intake, live transfer, callback, or message capture.
  • Apply firm-wide rules: Line-specific hours, transfer numbers, keywords, and notifications control the outcome.
Multi-Practice intake overlay
  • Are you a new client, existing client, court, referral source, vendor, or opposing counsel?
  • What type of legal matter are you calling about?
  • Are you asking for a specific attorney or staff member?
  • Is there a deadline, hearing, court date, injury, arrest, or urgent issue?
  • Should this call be routed, booked, or captured as a message?
Routing and escalation rules
  • Court, judge, clerk, and attorney-by-name phrases can trigger live routing.
  • Existing clients can be sent to staff, after-hours on-call, or structured message capture.
  • Unknown new leads can enter the right practice overlay after matter classification.
  • Each phone line can have its own default practice type and routing behavior.