Every new-client call answered and qualified
A missed call is a client who called the next firm. Remute answers, asks your intake questions, collects the names you need for a conflict check and sends a clean sheet to your inbox.
Hartwell & Stone
New matter intake
- Caller
- Daniel Okoye
- Callback
- 555 0173
- Matter
- Employment, dismissal
- Other party
- Harlow Logistics Ltd.
- Urgency
- Hearing in three weeks
- Referral
- Web search
- 01
Intake questions in your order
Practice area, urgency, conflict-check details and callback number.
- 02
A calm, courteous voice
It represents your firm well and never over-promises.
- 03
Confidentiality-minded by design
Callers are told the call may be recorded; you control what is stored.
Choose the questions. Remute asks them.
Switch fields on and off to see the script it will follow on every new-client call. Name and phone are always collected.
What Remute asks, in order
Names first, so conflicts get checked before you call back
Remute doesn't clear conflicts; your firm does. It makes sure the names are on the sheet when you start.
- 01
Caller gives their name
Full name and the best number to reach them.
- 02
Other parties are captured
Everyone named on the other side, spelled back to confirm.
- 03
The sheet is flagged
The summary arrives marked “conflicts check pending”.
- 04
A person decides
You run your check, then call back or decline.
- No legal advice
- No promise of representation
- Names spelled back
Confidentiality you configure
What the caller hears first, what you control, and what Remute never does.
“This is the intake line for Hartwell and Stone. I'm an automated assistant. I can't give legal advice, and speaking with me doesn't make you a client. This call may be recorded.”
You control
- Whether calls are recorded at all
- The wording of every disclosure
- Which fields are collected and stored
- Who receives the summary
Never happens
- Legal advice or opinions on the merits
- Accepting a matter on your behalf
- Clearing a conflict
- Sharing a call outside your account
What attorneys ask about intake calls
Does it give legal advice?
No. It collects information and routes the call.
Can it transfer urgent matters?
Yes, to a number or person you specify.
Does a call create an attorney–client relationship?
That is for your firm to decide. The assistant tells callers it cannot give advice or accept a matter, and that someone will follow up.
Is the call recorded?
Only if you enable it, with a disclosure to the caller.
Make the first call count
Write the intake questions, set the disclosures and let every new enquiry arrive as a complete sheet.
Set up my intake line