Configuring Attorney Notifications for AI Intake
Not every intake requires an immediate text. Configure your notifications so urgent matters get instant attention and routine matters wait for your review.
One of the most important aspects of AI intake is how and when you are notified about new inquiries. A DUI arrest at midnight requires an immediate text to the criminal defense attorney. A routine estate planning inquiry at 3 PM can wait for the end-of-day review. Proper notification configuration ensures that urgent matters get instant attention while routine matters do not interrupt your workflow unnecessarily.
Notification Configuration Options
- Urgent: immediate text + email to designated attorney
- High priority: text within 5 minutes to practice area lead
- Normal: email summary for next-business-day review
- Low priority: included in daily intake digest
- Custom rules by practice area, time of day, and attorney
Best Practices for Notification Setup
The key is to match notification urgency to matter urgency. Arrests, active accidents, and court deadline emergencies should trigger immediate notifications. New client inquiries about divorce, estate planning, or business formation can wait for business hours. Getting this balance right prevents notification fatigue while ensuring urgent matters get the response they deserve.
Important
CallJolt does not provide legal advice in any notification. Notifications contain intake data only — the attorney provides all legal guidance during follow-up.
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Frequently Asked Questions
Can different attorneys receive notifications for different practice areas?
Yes. Notifications can be routed to specific attorneys based on practice area, urgency, time of day, or any combination.
Can I change notification settings myself?
Yes. Notification preferences can be updated at any time through your CallJolt dashboard.
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