A telephone, case folder, and notepad on a law office intake desk.

Give the intake manager the calls behind missed consultations and late callbacks.

A prospective client may call several firms while the intake specialist is still gathering facts, checking conflicts, and finding an attorney's calendar. CallSniper reviews the recordings your firm provides against its approved intake steps and shows the manager where a consultation or clear next step was missed.

“I'm an intake specialist here, so the attorney
will review your free case evaluation once we're done.
Can I get the other driver's name for our conflict check?”

The specialist's role, the evaluation language, and the conflict check, scored across submitted intake calls.

Recorded intake calls,
ready for manager review.

A weak intake often becomes visible only after the consultation calendar stays empty. CallSniper scores uploaded recordings against the firm's approved steps and links each finding to the transcript, helping the intake manager choose calls for coaching and follow up.

Schedule a demo

Follow an intake call from the first question to the callback.

Each row is a moment the scorecard checks and the conversation it opens with the team.

The momentThe detail to reviewThe team conversation

Opening

Did the specialist state their role and the recording notice before asking about the matter?

Check the opening against the wording your managing attorney approved.

Facts and conflict check

Were the date, the parties, and the injury or dispute captured, along with the names needed for the conflict check?

Read the transcript for the questions asked and the names collected.

Case evaluation language

Was the free case evaluation described accurately, with the attorney named as the person who reviews it?

Pull the calls where fees or outcomes came up and review the exact wording.

Callback

Did the call end with a committed callback time and the caller's best number confirmed?

Compare the callback promised on the call with the time the callback actually happened.

An intake call scorecard, 100 points.

Points are illustrative, so fit them to your practice areas and the intake script your managing attorney approved.

Criterion	Observable behavior	Points
Role and recording notice	States the specialist's role and the recording notice in the opening	10
Empathy and control	Acknowledges the caller's situation and guides the conversation	10
Facts captured	Records the date, the location, the parties, and the nature of the matter	20
Conflict check	Collects the opposing party's name and any prior representation	15
Evaluation and fee language	Describes the free case evaluation and the fee terms in approved wording	15
Attorney handoff	Names the attorney who reviews the matter and sets the expectation for contact	10
Callback commitment	Confirms the caller's number and commits to a specific callback time	20
Total		100

Illustrative review flags

Legal advice, a case value, or a likely outcome given by an intake specialist
A fee promise or a guarantee of result stated on the call
Details of the matter taken before the recording notice required by the firm's approved policy

Bring these to a pilot.

A month of recorded intake calls from one practice area
The intake script and the case evaluation wording your managing attorney approved
Your speed to lead and callback targets
The intake report or CRM conversion view the firm reviews today

The pilot scores your own intake calls and puts the result beside the CRM conversion numbers you already track.

See what call review costs today

Make it fit
your operation.

Confirm the workflow with the people who will use it.

Can the scorecard differ by practice area?

Yes. Personal injury, family law, and estate matters each get their own account and scorecard, since the facts to capture and the fee language differ. An intake specialist who covers several practice areas is scored against the standard for each call's matter.

How does this help with speed to lead?

The scorecard checks whether the specialist committed to and confirmed a callback time. The intake manager can review calls that ended with a vague promise and use those examples in coaching.

What about an answering service that takes after hours intake?

Calls recorded by the answering service can use the same approved intake scorecard as the internal team when the upload data identifies the source. That gives the firm a consistent review method for both groups.

Where do the recordings come from?

Bulk upload from your phone system or call tracking platform is the day one path. A direct connection to the phone system or the intake CRM gets scoped during the pilot.

Start with one practice area's intake calls.

Bring a month of calls and the intake script your attorneys approved. See every callback commitment scored beside the conversion numbers.