Collect a useful, limited first inquiry
Ask for caller identity, callback details, a broad reason for contacting the firm, and the requested next step. Configure the practice areas the office is comfortable describing and which inquiries should route directly to staff. Avoid encouraging detailed confidential facts in an unreviewed intake workflow.
A consultation request is not acceptance of representation. The receptionist should not imply an attorney-client relationship, promise an outcome, assess a legal claim, or suggest a legal deadline can wait.
Route the administrative request
For example, “Caller requests a consultation about a business contract and prefers an afternoon callback” gives the firm a clear next step. It does not say the firm can act for the caller, that a conflict check passed, or that a lawyer has assessed the matter. If a caller mentions time sensitivity, record their words for staff review rather than interpreting legal urgency.
Keep conflict checks and advice with the firm
AlwaysDesk does not fabricate conflict-check results. Whether the firm can take an inquiry requires the firm’s own review. Legal questions, existing-client matters, and requests for an attorney should use approved routing or message collection.
A configured transfer can connect a caller to an available person. If the transfer cannot occur, explain that a message or callback request is being captured. Do not state that an attorney is handling the matter when only intake has occurred.
Schedule consultations only within agreed rules
If an approved calendar connection exists, the receptionist can offer a real available consultation slot. The firm decides prerequisites and which appointment types may be booked. If those conditions cannot be met, collect a request for staff confirmation instead of creating an apparent commitment.
Review confidentiality before activation
Professional obligations, consent, privacy, data minimization, and contractual requirements need review before using this workflow with sensitive legal information. No legal-advice capability or compliance certification is claimed. Once the permitted scope is settled, compare monthly connected minutes and current plan pricing. Launch starts at $199/month. No setup fee. Cancel anytime.
Sample information to capture
Configure only the fields needed for this workflow. These are illustrative fields, not a real caller record.
- Caller identity and approved callback contact
- Broad administrative reason for inquiry
- New inquiry or existing-client routing request
- Caller-described time sensitivity
- Consultation preference
- Actual transfer, booking, or pending message status
Questions about this workflow
Does speaking to the AI establish representation?
No. Administrative intake does not establish an attorney-client relationship or acceptance of a matter.
Can it answer legal questions or check conflicts?
It does not provide legal advice or fabricate conflict-check outcomes. Those decisions remain with the firm.
Can it take confidential case details?
Do not use it for sensitive legal information before reviewing professional, privacy, security, consent, and contractual requirements for the deployment.