From greeting to a booked consultation,
under your firm's approved rules.
Every call runs the same gated flow: safety first, conflict check before any case facts, then intake, then booking. Here is exactly what Vanessa does.
The configured AI and recording notice is delivered at the start of the call.
A personal-injury matter continues. Spam, vendors, and non-PI calls are routed out or a message is taken.
"Hi, thanks for calling our office. I'm Vanessa, an automated intake assistant, and this call may be recorded or transcribed to help the firm respond. How can I help?"
Caller's name and best callback number, and the adverse party they are in a dispute with.
If a conflict is flagged, Vanessa does not take the facts. She tells the caller the firm will confirm it can help and call right back, and flags it for you. The firm chooses the screening source and fallback. If no automated source is available, Vanessa can still note the adverse party for the firm to verify.
Mechanism of injury, date, location, injuries, treatment, insurance, and police report, conversationally, never as an interrogation.
crisis-safety · PII minimization
Texts and emails the confirmation, then closes with the next step. CRM delivery and field mapping are configured and validated during the signed implementation; structured intake follows the firm-selected schedule.
The flow combines firm-approved screening, routing, booking, and delivery.
The role a receptionist or intake paralegal fills, not a third party you disclose to.
Adverse party noted for your conflict check before any details are discussed.
Every matter is reviewed by your lawyer; AI summaries are labeled unverified.
Enterprise no-training providers under contractual terms. Consumer chatbots may operate under different data terms.
Screens each caller against your firm’s criteria: mechanism, treatment, insurance, and police report.
Audio off by default. Transcripts up to 3 days. Retention and legal holds are set per firm.
Hear Vanessa handle a representative intake call.
Book 20 minutes and hear Vanessa handle a representative injury call from greeting through booking. Then we will show how the questions, screening, and routing would be configured for your firm.
Book the 20-minute walkthrough →