Send existing client call notice to designated attorney
Send existing client call notice to designated attorney
Your existing client call intake often goes untriaged, leaving attorneys without caller context and delaying responses. Get an email with caller details so your team can reply same day.
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Overview
When existing client calls arrive without routing, attorneys miss context and follow-ups slip. This flow routes qualifying call intakes to the designated attorney with caller details, enabling same-day responses and fewer missed client touches.