Generate professional intake scripts for any practice area. Select your practice area and call type below to get a customizable script instantly.
“Thank you for calling [Firm Name]. I understand you may be dealing with a difficult situation, and I want to make sure we get the right information to help you. May I ask you a few questions?”
Can you tell me your full name and the best phone number to reach you?
When did the accident or injury occur? (Get the exact date if possible)
What type of accident was this? (Car accident, slip and fall, workplace injury, medical malpractice, etc.)
Can you briefly describe what happened?
What injuries did you sustain? Are you still receiving medical treatment?
Have you seen a doctor or gone to the hospital? If so, when was your last visit?
Do you have the other party's insurance information, or do you know who was at fault?
Was a police report filed? Do you have the report number?
Were there any witnesses to the accident?
Have you spoken with any other attorneys or insurance adjusters about this matter?
Is there a statute of limitations concern we should be aware of? (How long ago did this occur?)
What is the best time for an attorney to call you back for a free consultation?
“Thank you for sharing that information. An attorney will review your case details and contact you within [timeframe] for a free consultation. Is there anything else you need help with right now?”
A well-structured intake process is the difference between a signed client and a lost opportunity.
Every caller gets the same professional experience, regardless of who answers the phone. No questions get forgotten, no details get missed.
Firms with standardized intake convert 20-30% more callers into clients. Structured questions build trust and demonstrate competence.
Attorneys receive complete, organized information from the first call, enabling faster case evaluation and reducing back-and-forth.
Why have staff read this script manually? KaiCalls runs your intake script automatically on every call, 24/7, and delivers structured results to your team.
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Common questions about legal intake scripts