Won't an AI answering our line cost us sign-ups?
It is the right objection and it deserves the comparison stated honestly rather than a reassurance. Megan identifies herself as an AI assistant in her first sentence — there is no impersonation, so there is nothing for a caller to discover later and resent, which is where most of the hostility toward these systems actually originates. Then the real question: at 7:45 on a Saturday, what is the alternative? Not a warm intake coordinator, because yours went home on Friday. It is a recording — and a man who gets a recording does not leave a message, he taps the next ad. Someone with a sore neck and an adjuster pestering him wants to be taken seriously and told when a lawyer will speak to him. Getting that in ninety seconds beats getting nothing at all. Where these systems genuinely lose people is when they cannot understand a caller and will not hand off to a human, which is a question about your transfer rules — and those are yours to set.
Can Megan tell whether a caller has a real case?
No, and she does not attempt it. Case evaluation turns on liability, damages, coverage, the statute and facts that only surface properly in a conversation with an attorney — and a receptionist making that call would be practising law badly. What she does instead is capture the facts that let your team make it fast: when, how, police report or not, what treatment there has been and where, what insurance is involved, and whether an adjuster has already made contact. An attorney reads that summary and knows in seconds which of the evening's six calls to return first.
What happens if an adjuster has already asked for a recorded statement?
She notes it prominently and treats the call as time-sensitive, without advising the caller what to do about it. This is one of the most consequential facts in an early injury call and it is exactly what gets lost in a message reading "car accident, please call back." Megan captures that contact has been made, what was requested, and whether anything has already been given — and it goes at the top of the summary, because in most firms that single fact decides whether this is a call for tonight or a call for Monday.
We already have an intake team. What does this actually add?
Two things your team structurally cannot provide, however good they are. The first is simultaneity: when a commercial airs and four people call at once, two coordinators take two calls. Megan takes all four. The second is the 5pm-to-9am block, which is where a large share of your media spend lands and where your building is empty. Nobody is replaced. What changes is that the calls your campaign already produced, and already paid for, stop reaching a recording.
Is a call handled by Megan privileged or confidential?
We make no such representation, and we would advise scepticism toward any intake vendor who tells you otherwise. Megan answers your line, takes the details you specify and books consultations. Whether that arrangement satisfies your professional-responsibility obligations — on confidentiality, on communications with prospective clients, on recording and retention — depends on your jurisdiction, your rules and your carrier, and it is your firm's judgment to make. What we will do is tell you exactly how the system works: what is recorded, what is transcribed, where it is held. Some firms choose to limit what she collects on a first call to identification, the mechanism of injury and a consultation slot, leaving the substance for the attorney. That is a sensible configuration rather than a cautious one.
Can she screen out the cases we do not take?
Yes, on whatever criteria you give her: practice area, jurisdiction, age of the incident, workers' compensation versus third-party, or a threshold you apply. The caller is told honestly and promptly rather than being worked up over a week and then declined. In a practice area built on advertising, being the firm that gives somebody a straight answer in two minutes has a value that never appears on a campaign report — those people talk, and they know other people who will one day be hurt.
What if somebody calls from the scene of a crash?
Intake stops. If a caller is at the roadside, injured, or describing something still unfolding, Megan's job is to establish that emergency services have been called and that they are somewhere safe, then arrange to speak later. Taking a claim history from a person standing next to live traffic would be useless and wrong, and she is built not to do it.
Can she handle Spanish-speaking callers?
Megan speaks naturally in several languages, and which ones are enabled is configured during setup rather than left to a default. For a lot of PI firms this is not a refinement — a meaningful share of advertising response comes from callers who would rather not conduct this conversation in English, and reaching an English-only recording is where those calls have historically ended, after you had already paid for them. Tell us which languages your market actually calls in so it is set deliberately.
Does she text the caller afterwards?
No. Megan works over the phone and the details reach you by email. Text messaging is not live in the product. Since many PI firms lean on texting for client follow-up and for chasing signatures, that is a real gap, and it should weigh in your decision now rather than be discovered in week two.