After-hours intake
The injury call that comes in after the office closes gets answered, taken through a full intake and graded, and it's on the file before anyone is back at a desk.
- What Ira does
- Answers the firm's number in a live voice conversation. The greeting says the call is recorded.
- Checks the caller is safe, then asks whether another lawyer is already involved.
- Takes the facts: when and where it happened, the case type, the other parties, and whether anything has been signed or paid.
- Asks about the injuries and the care so far: same-day care, first treatment, whether they're still treating.
- Follows the case type. A car crash adds the police report, insurance, vehicle damage and missed work; falls, dog bites and work injuries get their own questions.
- Takes contact details, asks permission to text, and tells the caller when to expect a callback. Ira identifies itself as an AI assistant before the call ends.
- Grades the lead A, B, C or R with its reasons. An incident more than 10 months old goes to an attorney the same day.
- What it needs from you
- The states and case types your firm handles, and whether calls outside them are referred or reviewed.
- Your greeting and callback wording, and any optional questions you'd rather skip.
- A dedicated number we set up for the firm. Calls to it reach Ira.
- Where a person signs off
- Your team decides which cases to take. Ira never accepts or turns away a case on the phone.
- The grade and its reasons are advice to your team, and anyone can overrule them after reading the summary.
- Per-state rules only change a grade once an attorney at the firm signs them off.
- With Expert in the loop, a separate service, an operator reviews every summary for the first 90 days.
- What you end up with
- A summary in your TalentOS inbox, and a text to the owner.
- The recorded call and its transcript, kept with the intake.
- A graded lead in the CRM, with a callback owed and a due time.
- Calls that end early after the caller's details are taken are still written up, marked as partial.
Transcript
“I was rear-ended on I-95 on Friday. The other driver got a ticket.”
“I'm sorry that happened. Did you get medical care that day?”
“Urgent care that night. I start physical therapy Monday.”
“Is another lawyer already helping you with this?”
“No, you're the first call.”
Intake, as captured
- Case type
- Car crash · rear-end
- Incident date
- Sep 18, 2026
- Police report
- Yes · other driver cited
- First care
- Urgent care, same day
- Still treating
- PT starts Monday
- Represented
- No
What happened next
- Treated the same day
- Liability looks clear: other driver cited
- No other lawyer involved
The workflow comes from a live personal injury deployment. The firm and the caller are anonymized, and the call details are illustrative. Ira never turns a caller away on the phone: the grade and its reasons go to your team.
See Ira run it on your own example.
We map it on the call, show you the worker running it on your own example, and leave you with a plan whether or not you sign up.
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