Law Firm Lead Follow Up With Written Consent

Law firm lead follow up is an add-on that calls people who submit your web form and give written consent naming your firm. Calls begin within about a minute during service calling hours. Try the receptionist's intake conversation in the demo.

Hear a sample intake

Request a trialFree trial on request: 14 days, up to 100 minutes

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Respond to people who requested your firm's call

The follow-up add-on responds to web-form contacts who checked a consent box naming your business. It offers a prompt intake conversation while keeping legal assessment and decisions about representation with your attorneys.

Requested contactCall only web-form leads with written consent naming your firm.
Prompt responseAttempt the callback within about a minute during service calling hours.
Defined purposeGather limited intake information and offer consultation booking or attorney review.

For consultation requests, the add-on calls within about a minute during 8 a.m.-8 p.m. in the lead's time zone, otherwise the next morning, only within the 50 US states.

One fixed consent box is unchecked by default: "By checking this box, I agree that [Your business name] may call me at the phone number above about my request, including calls made with automated technology and an AI voice assistant. Consent is not a condition of purchase. I can say "stop" on any call and I won't be called again."

Each follow-up includes one attempt plus one retry 10 minutes later, with at most one follow-up per number per day.

How the follow-up call handles intake

Your receptionist identifies itself as a virtual assistant and gives the recording notice when the person answers. It collects parties' names before matter details, then follows your firm's intake and consultation instructions.

Disclosed assistantThe greeting identifies the virtual assistant and gives the recording notice.
Names before detailsBegin with the parties needed for your firm's conflict review.
Useful handoffReceive the call summary by email and app push notification.

Once the person answers, the receptionist uses the same intake boundaries as your inbound calls. It explains that the call does not create an attorney-client relationship, collects names first and asks only the questions your firm needs answered.

A routine inquiry can lead to a Google Calendar consultation or details for your callback. An urgent matter follows your on-call instructions. The alert gives your staff a summary, urgency tag, transcript and recording, so an attorney can review what was said before deciding how to respond.

Set consent records, questions and escalation

Your firm provides the web-form consent and keeps the consent records. You also set the intake questions, practice scope, consultation approach and on-call attorney through onboarding and later changes in plain words.

Consent recordsKeep evidence of the person's written permission naming your business.
Firm instructionsSupply your services, exclusions and the questions needed for intake.
Escalation orderSpecify who receives urgent matters and how they are contacted.

Prepare your form with our fixed consent box, unchecked by default: "By checking this box, I agree that [Your business name] may call me at the phone number above about my request, including calls made with automated technology and an AI voice assistant. Consent is not a condition of purchase. I can say "stop" on any call and I won't be called again."

Your firm keeps consent records. During onboarding, explain how the receptionist should handle requests your firm does not accept and which matters need an on-call attorney. Use the intake supervision guide to review the product's boundaries. Settings can be changed by telling the AI what your firm needs.

Limit attempts and keep solicitation out

The add-on makes one attempt plus one retry and honors opt-outs immediately. It does not call purchased leads or prospect lists, pitch representation to strangers, or press someone who declines further contact.

Limited attemptsOne call attempt plus one retry sets the follow-up boundary.
Immediate opt-outsA request to stop ends further follow-up through the add-on.
No prospectingPurchased leads, list dialing and unsolicited outreach are outside this service.

We offer follow-up to a person's consented web-form request, without cold outreach or pressure to hire your firm. ABA Model Rule 7.3 addresses solicitation and prohibits coercion, duress and harassment. Your firm reviews the proposed workflow under the professional rules that apply to its practice.

The receptionist does not evaluate a claim, promise a result or answer a legal deadline question. It says an attorney will review the request and get back to the person. Written permission to call does not turn the assistant into an attorney.

Test the intake conversation before enabling follow-up

The browser demo lets you hear the receptionist's intake style using a fictional firm. It demonstrates conversation and boundaries; testing a real outbound follow-up workflow requires your firm's setup and the consent process.

Try intakeUse a fictional injury inquiry to hear names collected before details.
Test boundariesAsk whether you have a case and hear attorney review offered.
Prepare setupReview your consent process before enabling calls to web-form contacts.

Start with the fictional injury-intake conversation to hear how the receptionist responds to a prospective client. Give invented parties' names, ask for a consultation and then ask for a case evaluation. Listen for the point where the assistant refers the question to an attorney.

The browser exercise does not place a follow-up call to your form contact. For that workflow, request your firm's free trial; during your trial, complete onboarding and prepare the required consent process. Confirm your intake and urgent routing instructions before enabling the add-on.

Questions

Is a phone number on our web form enough consent?

No. This add-on requires written consent through a checked box naming your business, and your firm keeps the consent records. A phone number by itself does not meet our requirement. Have your firm review the form language before enabling follow-up calls.

How quickly does the receptionist call a consenting lead?

It attempts the call within about a minute during the service's calling window, 8 a.m. to 8 p.m. in the contact's time zone. That describes the attempt, without promising an answered conversation. The service makes one attempt plus one retry.

Can the add-on call purchased leads or a prospect list?

No. The add-on is limited to people who submitted your web form and gave the required written consent naming your firm. It does not dial lists or purchased leads. Its purpose is to respond to a requested contact and arrange the next intake step.

What if the person asks us to stop calling?

The add-on honors opt-outs immediately and stops further follow-up. It does not keep trying to persuade the person to book or hire your firm. Your firm remains responsible for its consent records and for supervising how the service is used.

Does the follow-up call include legal advice?

No. The receptionist collects limited information, starts with names for your firm's conflict review and offers the consultation or callback route you set. It does not assess case merits or answer deadline questions. It tells the person that an attorney will review the request and respond.

Hear the intake before setting up follow-up

Try a fictional intake in the browser demo. Request a free trial to prepare your firm's consent process for the follow-up add-on, whose calls start when your paid plan starts.

Hear a sample intake Request a trial

Free trial on request: 14 days, up to 100 minutes

Where this comes from: ecfr.gov americanbar.org