The intake desk
- Tracking numbers ring available agents, sticky to the lead's agent, with overflow and voicemail
- Screen pop opens the case the moment a call connects
- Click-to-dial and call outcomes on every case
- Qualification questions with automatic disqualifiers
- Follow-up scheduling and parked cases
From call to signed case
When a caller qualifies, the agent sends an e-sign retainer while still on the line, then warm-transfers the live call, the case packet and the signed agreement to the matched law firm in a single step. Every event is written to the case history.
Frequently asked questions
Do agents need special phones?
No. The softphone runs in the browser with a headset.
Can firms receive warm transfers directly?
Yes — transfers connect the caller to the firm's intake number with the case file delivered at the same time.