For legal owners: assign intake tasks after inbound calls
For legal owners: assign intake tasks after inbound calls
Small law firm owners lose caller details when inbound calls go unlogged, causing missed client intake. It creates a follow-up task for the intake coordinator so inquiries aren't missed.
Overview
Small law firms lose potential clients when inbound calls aren't logged. This workflow captures call details and creates an assigned follow-up for the intake coordinator, eliminating missed inquiries and keeping client intake moving.
Notable Features
- Capture caller details automatically
- Create task for intake coordinator
- Attach call notes and recording