01
Call comes in
Any hour, any language. Answered on the first ring.
02
Agent qualifies
Practice area, date of loss, treatment, conflicts.
03
CRM gets written
Structured fields, transcript, recording. No re-keying.
04
Retainer sent
Outbound call completes intake and e-sign in one pass.
05
Discovery answered
Interrogatories walked through conversationally.
06
Client stays updated
Status calls, treatment checks, settlement questions.