Build your law-firm intake flow
Start with your practice areas and the exact questions your team asks on day one.
Joy can collect matter type, timeline, parties involved, urgency, and preferred contact method – then route the call based on your rules. You control what gets asked, what gets saved, and who gets notified.
- Choose practice areas (PI, family, criminal, immigration, etc.)
- Define intake questions and required fields
- Set “urgent” triggers (arrest, injury, deadlines)
- Choose notification destinations (email/SMS/Slack/CRM)
- Decide when to transfer to staff vs take a message
- Add FAQs (fees, consult process, directions, hours)