Practice-area workflow

Virtual Receptionist for Personal Injury Law Firms

PI calls are time-sensitive. StratoSales helps your firm answer quickly, capture key incident details, and route high-priority matters to the right person without losing momentum.

PI intake flow diagram

A practical call path from first contact to scheduled consultation.

Step 1

Immediate Answer

Capture caller identity, incident type, and callback details.

Step 2

Urgency Triage

Flag urgent medical, liability, or deadline-sensitive situations.

Step 3

Consult Scheduling + Handoff

Book a consultation and pass intake summary to the assigned team member.

What PI firms need on every call

  • Fast response before leads contact multiple competitors
  • Consistent capture of accident context and time sensitivity
  • Clear routing for urgent and high-fit matters
  • Booked consultations with fewer back-and-forth calls

Example qualification prompts

Incident timing: When did the incident happen?

Treatment status: Have you sought medical treatment yet?

Case type: Auto collision, slip and fall, workplace, or other?

Representation: Are you currently represented by counsel?

Next step: Preferred consultation window and contact method.

Urgency: Any immediate deadlines or active insurer contact?

FAQ

Can we launch quickly without a long onboarding project?

Yes. Most firms complete setup in minutes using the self-service wizard and calendar connection.

Can we customize intake prompts for our case criteria?

Yes. You can tailor intake prompts so your team receives the details needed before each consultation.

Do we still control final acceptance decisions?

Always. StratoSales supports your team with structured intake. Your firm decides which matters move forward.


Ready to deploy PI intake workflows?

Start now and launch your personal injury intake workflow.