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Legal Intake Screener

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Created by
Retell AI
Categories
Call Transfer
Calendar
Last Update
June 1, 2026
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An inbound intake specialist for law firms handling personal injury, family law, employment, and criminal defense. Screens potential-client calls, captures a clear description of the legal issue, and routes qualified leads to the right attorney.

Built-in qualification logic filters out callers who already have representation and callers outside the firm's jurisdiction before consuming attorney time. For qualified callers, it collects case facts, extracts structured case data, summarizes back the details, and warm-transfers to an attorney — with a callback-capture fallback if no one is available. Includes a scoped FAQ knowledge base (consultation fees, practice areas, office locations) with strict "no legal advice" guardrails and a clean out-of-scope handoff.

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