Top Lawyers — toplawyers.io

# New Inquiry Phone Script

## 1. Greeting
"Thank you for calling [Firm]. This is [Name]. How can I help you today?"

## 2. Listen first
Let the caller explain for a minute without interruption. Then say: "I'm sorry you're dealing with that. Let me ask a few quick questions so I can see how we can help."

## 3. Qualifying questions
1. "What is your full name and the best number to reach you?"
2. "Briefly, what happened, and when?"
3. "Are there any upcoming deadlines or court dates?"
4. "Is anyone else involved, such as another party or another lawyer?"
5. "How did you hear about us?"

## 4. If you can help
"Based on what you've shared, this is something we handle. The next step is a [length]-minute consultation. I have [day/time] or [day/time]. Which works better?"
Then: "I'll send a confirmation and a short intake form. Please bring any documents you have."

## 5. If you cannot help
"Thank you for explaining. This isn't a matter we can take on, and I don't want you to lose time. I'd suggest contacting [bar referral service]. Time limits can apply, so please reach out soon."

## 6. Voicemail (if missed)
"Hi [Name], this is [Your Name] from [Firm], returning your call. I'm at [number] until [time]. I'll also text you my scheduling link."

## 7. Text follow-up
"Hi [Name], thanks for contacting [Firm]. You can book a consultation here: [link]. Happy to answer any questions."

## After every call
- Note outcome and next step.
- Follow up within one business day.
- Keep calls confidential and give no specific legal advice before engagement.
