LEGAL
Intake that starts the moment someone calls, not when someone's free.
A new client calling a law firm is often calling in a moment of urgency — and if no one picks up, they call the next firm on the list. Passline answers, takes the intake basics, and books the consultation.
It sticks strictly to intake: name, contact information, case type, and a brief description of the matter. It does not give legal advice or answer substantive legal questions — anything beyond intake is flagged for an attorney to follow up on directly.
Conflict-check-relevant details are captured up front so your team has what it needs before the first call back.
What it does for legal
- Captures new client intake around the clock
- Books initial consultations directly to your calendar
- Flags the case type so an attorney can pick it up fast
- Never gives legal advice — intake only, by design