Intake and transfer operations
Live-Transfer Intake That Shows What Happened Before the Handoff
Give the intake team context before the transfer and give management a record after it—without treating an automated screening result as a legal decision.
01Capture source + consent
02Agent screening
03Attorney delivery
Reviewed and improved September 4, 2026. No lead volume, signed matters, ranking, or revenue outcome is guaranteed.
Named-firm opening
The campaign agent identifies the participating firm using approved language instead of a generic marketing identity.
Voicemail-aware flow
Detection, message wording, retry policy, caller ID, and callback number are configured by campaign.
Recorded handoff
The CRM connects the source, call outcome, recording access, transfer attempt, destination, and client-visible lead.
Measure the complete funnel
Do not optimize to raw lead count
Lead response time
Connected-call rate
Voicemail rate
Qualified transfer rate
Missed-transfer rate
Client follow-up and disposition
