Index / Intake & Lead Response
PB-002

After-Hours Lead Triage

Handles the nights-and-weekends leads that currently sit until Monday.

Before you run this

An automated first responder to a prospective client is regulated communication. The no-attorney, no-relationship disclaimer and the human handoff are load-bearing, not decoration.

The spec — copy this

Set up a new bot for me that runs outside business hours. Walk me through connecting my lead system and my messaging platform, then configure it: when a lead arrives after hours, send an immediate acknowledgment that sets a real expectation about when a person will call, capture the few facts that determine urgency — case type, date of incident, whether anyone is currently hospitalized, whether another firm is involved — and page the on-call intake specialist for anything meeting my urgent criteria rather than waiting for morning. It gives no legal information, makes no assessment of the claim, states clearly that it is not an attorney and that no relationship is formed, and hands off to a human on any question outside its script. Ask me for my urgent criteria, on-call rotation, and disclaimer language, run it in observe mode for a week, then save it.
Paste into an assistant that can connect to your systems.
Category
Intake & Lead Response
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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