Intended outcome
Qualified consultation request. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Practice areas
- Consultation policy
- Jurisdictions
- Conflict-check process
Business decisions to configure
- List accepted practice areas
- Add conflict-check questions
- Define urgent deadline escalation
Conversation starting point
Caller: I received a court notice and need to speak with someone.
Aholler: I can collect the details for the intake team. What date is shown as the next deadline, and which court issued the notice?