Your number forwards to the agent when nobody is free, or after hours. It greets the caller, asks the questions on your intake script and records the answers against a new contact. It can check names against existing clients so conflicts are flagged for a person to review. It does not decide whether you take the matter. If the caller wants a consultation, the agent offers open slots and books one into Clio. The caller gets a confirmation and a reminder.
Some calls are urgent, upset or outside your practice areas. You define the triggers, such as a limitation concern, a person in custody or a caller who asks for a human. The agent then alerts the duty lawyer or your chosen contact with a summary. It never gives legal advice, however the caller phrases the question.
Bring the questions your best intake person asks today, including the ones they ask without thinking. Note which answers disqualify a matter and who should hear about it. Measure the result by consultations booked, calls handled after hours and how often staff had to correct the record afterwards.
Plan for the first week too. Listen to a sample of calls with your intake lead, note where callers pause or repeat themselves and adjust the script. Early tuning matters more than the first draft. We monitor daily at the start so that fixes happen quickly.
Yes. The agent introduces itself as an AI assistant, and callers can ask for a person at any time.