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Intake that screens the right cases, the first time.
CallCaptain captures key facts, runs conflict checks, qualifies case types, and books consults — with attorney-reviewed transcripts.
The pain we solve
- Intake staff bottleneck creates lost leads
- Unqualified cases eating up consult time
- Conflict checks delayed until after call
- After-hours callers never calling back
How CallCaptain handles it
- Captures case type, jurisdiction, and opposing party
- Flags potential conflicts for human review
- Qualifies against your firm's case criteria
- Books consults into attorney calendars
- Produces a clean intake summary for the attorney
Decision tree template (you can edit it)
- 1Case-type triage (PI, family, criminal, business)
- 2Conflict check prompt → flag → attorney review
- 3Qualified → book consult → send retainer link
- 4Not a fit → polite decline + referral (if configured)