Customizable Attorney Notifications for Law Firm Intake

Not every intake requires the same notification. An arrest call at midnight needs an immediate phone call to the on-call attorney. An estate planning inquiry on a Tuesday morning needs an email notification. A personal injury call during court hours needs an SMS that the attorney can check between proceedings. Customizable notifications ensure each intake reaches the right attorney through the right channel at the right time.

Notification Configuration Options

• Channel selection: SMS, email, phone call, or any combination
• Urgency-based rules: emergencies trigger phone calls, routine matters send email
• Practice-area routing: PI intakes to one attorney, family law to another
• Time-based rules: different notification methods for business hours vs. after hours
• Attorney preferences: each attorney configures their own notification preferences
• Backup notification: if primary attorney does not respond within set time, escalate

Notification Content

• SMS: concise summary — caller name, matter type, urgency level, callback number
• Email: complete intake summary with all captured fields and case details
• Phone call: spoken summary of caller information and urgency for immediate matters
• Dashboard: full intake record with recording, transcript, and data fields
• Daily digest: summary of all intakes for morning review and planning

Escalation Protocols

For firms where response time is critical, escalation protocols ensure no intake goes unacknowledged. If the primary attorney does not acknowledge a notification within a configured timeframe, the system escalates to the backup attorney. If the backup does not respond, it escalates to the managing partner or firm administrator. No intake falls through the cracks.