Legal firms
The same intake script on every call, at every hour.
Intake quality decides which enquiries become matters, and it drops the moment a call arrives after hours or during a hearing. Grepiv runs your script identically every time, records what you need, and transfers the callers worth a fee earner's time.
The problem
Intake calls arrive at all hours and most never become clients.
The agent runs your intake script the same way on every call, records the matter type, and hands qualified callers to a fee earner. Everything else is captured for follow-up rather than lost.
What Grepiv does on the line
- The same intake questions on every call, day or night
- Matter type and conflict details as structured fields
- Live transfer with an announcement when a caller qualifies
- Transcript, summary and recording on every call
Pipelines you would name
Pipelines and custom fields are yours to define. These are the ones a desk in this trade usually ends up with.
- Intake
- Consultations
- Referrals
The outcome
Every call lands on the desk.
Whatever the agent captured on the call arrives as a lead in the pipeline you named, with the fields you asked for, ready for whoever picks it up.
| Name | Pipeline | Source |
|---|---|---|
| Dana Whitfield | Intake | Inbound call |
| Marcus Reyes | New quotes | Webhook |
| Priya Nair | Renewals | AI SMS |
| Tom Alderman | Intake | Outbound call |
Leads as they arrive, tagged with the pipeline and the source that created them.
Setup
Live in an afternoon.
The same five steps whatever the trade. Only the script and the pipelines differ.
01
Connect your numbers
Add Twilio credentials, fetch your inventory, and tag the lines Grepiv should use.
02
Write the agent
Script, greeting, voice, extraction fields, tools, and transfer rules. Per inbound number or outbound config.
03
Turn on texting
Attach an AI SMS config, and WhatsApp if you want it. Optional auto-reply on the same numbers.
04
Catch every lead
Pipelines and forms decide where a person lands. Webhooks and the dashboard both create leads.
05
Book and hand off
Appointments land on the calendar. Webhooks push the outcome to your CRM.
A call, start to finish
What it sounds like.
An intake call at 6:15pm, running the same script the firm uses in office hours.
- GrepivGood evening, Marchmont Legal. Can I take your name and the reason for your call?
- CallerIt is Alan Petrie. I was let go last week and I think it was unfair.
- GrepivThank you, Mr Petrie. So I pass this to the right person — was this a dismissal, a redundancy, or something else?
- CallerThey called it redundancy but they replaced me a week later.
- GrepivUnderstood. How long had you been with the employer?
- CallerJust over four years.
- GrepivAnd have you spoken to any other firm about this matter?
- CallerNo, you are the first.
- GrepivThat is everything I need. This is one for our employment team — let me put you through to Claire now.
On the desk afterwards
Extracted from the transcript, no retyping.
- Matter: employment, unfair dismissal
- Service length: 4 years
- Conflict check: no prior firm
- Transferred: employment team
- Pipeline: Intake
Questions
Legal, specifically.
01
Can we review what was said on a call?
Every call carries a summary, a full transcript and a recording when storage is enabled, all readable from the call record.
02
Can it transfer only qualified callers?
Transfer is driven by trigger phrases and a sensitivity setting you control, with retries and an announcement, so the handoff is deliberate rather than automatic.
03
Is each firm's data separate?
Every account is its own tenant. Leads, calls, configurations and API keys are scoped to it, and team members work inside the owner's workspace only.
Constant
What never changes.
Whatever the trade, these four are the same, which is why one platform covers all of them.
- 01
Your numbers
You connect your own Twilio account and tag the lines Grepiv may use. Numbers you already have can be ported in, and they stay on your account whatever the trade.
- 02
Your script
Greeting, script, voice, transfer rules and duration cap are set per number. That is what makes a line sound like it belongs to your trade rather than to a call centre.
- 03
Your fields
You define what each call should extract and which lead fields it fills. Pipelines and custom fields are yours to name.
- 04
Your system of record
Pre-call enrichment and post-call workflows are plain HTTP, so the outcome lands in the case management system, agency management system, CRM or ATS you already run.
Other industries