Approved script
Questions your firm signs off.
Solutions · By Industry
Law Firm Dialer Software for Intake and Follow-Up
Reach prospective clients quickly, standardize intake and keep communication records organized. See how it fits your firm.
- Unlimited users
- Open API & integrations
- Browser-based, nothing to install
Intake flow
Intake calling for law firms
Intake is a sequence: respond, qualify, schedule, follow up. Campaigns for each step are set up in campaign management.
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1
Inquiry response
Call new inquiries back promptly.
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2
Initial questions
Gather the basic facts.
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3
Consultation booked
Schedule the next conversation.
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4
Follow-up
Reach people who did not answer.
Trigger diagram
Speed to contact
A web or ad inquiry can trigger a call through the API and webhooks, so prospective clients are contacted without delay. See Voice API & Integrations.
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1
Inquiry received
From your website or an ad.
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2
Call triggered
Your system starts a call through the API.
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3
Intake starts
An available intake specialist answers.
Script example
Scripts and structured intake
Capture case details the same way every time, so attorneys receive consistent information. Scripts are approved by the firm, not written by the software.
Structured answers
The same details for every inquiry.
Dispositions
Qualified, referred, not a fit, callback.
Control checklist
Confidentiality and recordings
Recording options and security measures are confirmed with the product owner for your account; see compliance controls and the security overview. Confidentiality obligations stay with the firm.
Recordings
Where available, permitted and approved by the firm.
Access
Permissions limit who can see records.
Security
Described in the Trust Center and security overview.
Integration flow
Case management integration
Contacts and outcomes can sync with case management software through the API and webhooks. Connections are scoped per system.
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1
Inquiry in
From forms or your case system.
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2
Call and outcome
Recorded by the intake team.
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3
Case system updated
Through webhooks, where integrated.
Source report
Marketing source reporting
See which campaigns produce consultations and signed cases. Data can be streamed to your own analytics tools; see reporting and analytics.
By source
Inquiries per marketing source.
By outcome
Consultations and signed cases, where tracked.
Exports
Call data for your own analysis.
Product demonstration
See law firm intake in a product demonstration
A demonstration follows an inquiry from first call to booked consultation. Firms that buy leads can also review the lead generation dialer page, and fast-response workflows appear on the home services dialer page; see how it works for the overall flow.
- Inquiry-to-call trigger
- Structured intake scripts
- Recording options for your account
- Source reporting
Legal: frequently asked questions
How can law firms use a dialer?
Law firms use a dialer for intake: calling new inquiries back quickly, asking consistent intake questions, booking consultations and following up with people who did not answer. A dialer also records outcomes and sources, so the firm can see which marketing produces cases. It does not give legal advice or replace the judgment of the firm.
Can new inquiries be called immediately?
Yes, by connecting your website or ad forms to the API and webhooks, so a new inquiry can trigger a call to an available intake specialist. This is built as an integration, so scope it with the team. Make sure your forms explain that the firm will call, and record the consent you collect.
How is confidentiality handled?
Permissions limit who can see call records, and our security approach is described in the Trust Center and security overview. Recording options and data handling for your account are confirmed with the product owner during evaluation. Confidentiality and professional obligations remain with the firm, so review the setup with your own advisers.
Can calls be recorded?
Recording is available where supported, permitted and approved by the firm. Whether you may record, what callers must be told and how long recordings are kept depends on the law where you and the caller are located and on professional rules. Confirm the options for your account in a demonstration and agree the policy internally first.
Does it integrate with case management software?
Integration works through the API and webhooks, so inquiries can come in and call outcomes can be sent to your case management software. These connections are scoped for your system rather than supplied as packaged connectors. Test the flow with a few real inquiries, and agree who maintains the integration over time.
Can I see which sources produce cases?
Yes, when each marketing source runs as its own campaign or carries a source field, outcomes can be compared by source. Signed cases are usually recorded in your case system, so connect the two through the API or analyze them together in your own tools. Agree the definitions of each outcome first.
See how Dialog fits your legal operation
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users