Matters · New potential client · Mountain Time

New call

Sample data

PI-····Potential new clientPhone · AI intake · Nora

1New lead
2Conflict check
3Qualified
4Consult booked

The matter record opens the moment Nora has something to write down.

Contact0/18 filled

Full name

Waiting

Phone

Waiting

Matter

Practice area

Select…

Case type

Select…

Date of incident

Waiting

Location

Waiting

Referral source

Select…

Injuries & treatment

Injured areas

Head / concussionNeckBackShoulder / armHand / wristHip / legKnee / footBroken bonesInternalCuts / scarringEmotional distress

In the caller’s words

Waiting

Treatment so far

Select…

Missed work

YesNoNot sure

Liability & insurance

At fault

Select…

Other party

Waiting

Police report

YesNoNot sure

Other side insured

YesNoNot sure

Insurer

Waiting

Already has a lawyer

YesNo

Behind the call

What Nora can do12 tools

Look up the firmget_firm_info
Fill in the intake formnote_intake
Run the conflict checkcheck_conflicts
Review the caseassess_case
Check the attorneys’ calendarscheck_availability
Book a free consultationbook_consultation
Move a consultationreschedule_consultation
Leave a message for the attorneystake_message
Email the caller a copyemail_confirmation
Read caller IDget_caller_number
Link a call to this screenlink_screen
End the callend_call

Rules Nora follows

Never gives legal advice, and says so when pressed
Never tells a caller what a case is worth, its priority or its odds
Runs the conflict check before any case is accepted, and never says what it found
Offers only times an attorney who fits the case really has free

What just happened

Each step Nora takes appears here as it happens, with how long it took.