LEGAL PLAYBOOK

AI receptionist for legal intake and consult scheduling

BridgeDesk AI screens case type, urgency, and location, routes qualified opportunities to the right intake path, and books consultations with complete lead notes.

-29%

Lost consult opportunities

+22%

Qualified consult volume

<2m

Intake triage to routing

Pain Point 01

Qualify inbound matters by case category and urgency in under a minute.

Pain Point 02

Book consult windows while preserving escalation rules for sensitive cases.

Pain Point 03

Push structured intake notes to your CRM and team inbox automatically.

10-MINUTE DEMO SCRIPT

  1. Minute 0-2

    Show one inbound legal inquiry entering the workflow with case-type questions.

  2. Minute 2-5

    Demonstrate urgency tagging, jurisdiction checks, and conflict-aware routing rules.

  3. Minute 5-8

    Book a consult slot and hand off structured intake context to the assigned team.

  4. Minute 8-10

    Review follow-up sequence and one-page ROI output tied to recovered consults.

Estimate Legal ROI Back to Overview