New Client Intake Call Script for Law Firms
Legal | Call script

Use this when: Someone has called about a possible legal matter and an intake person answers.

Opening
"Thank you for calling [firm]. This is [your name]. I can take some details so the right lawyer can follow up. I'm not able to give legal advice."

Basics
- "May I have your name and the best way to reach you?"
- "In a sentence or two, what's this about?"
- "Who else is involved? I need the names so we can check for conflicts."
- "Are there any deadlines or court dates coming up?"

Please don't share more yet
"Please don't send documents or details until we've confirmed we can act for you."

Next step
"A lawyer's office will contact you by [time] about whether we can help, and about fees."

Close
"Until a lawyer confirms in writing that we're acting for you, the firm isn't representing you."

Before you use this: Have a lawyer approve this, and follow your law society's rules on intake, conflicts and identification.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/legal-call-script