Inbound (Smith.ai)

Smith.ai (Inbound)

First Name(Required)

Last Name(Required)

Phone(Required)

Email(Required)

Case Type(Required)

⚠️ CRIMINAL CASE INSTRUCTIONS:

If Case Type = Criminal:
✔ Use "Book and Escalate" for all valid criminal cases
✔ Use "Disqualify" only if it matches disqualified list

❌ Do NOT select Schedule Consult or Follow-Up

⚠️ Wrong selection will cause system errors

Are there kids involved?(Required)

Yes

Have you lived in Colorado for more than 6 months?(Required)

Yes

Have you lived in Colorado for more than 3 months?(Required)

Yes

Is this a Colorado case?(Required)

Is there a reason you think this would be in a Colorado court?(Required)

County(Required)

Is there a Conflict?(Required)

Opposing Party First Name:(Required)

Opposing Party Last Name:(Required)

Opposing Party Phone Number:(Required)

Is there an open case?(Required)

Case Number(Required)

How did you hear about us?(Required)

Are you calling on behalf of someone else?(Required)

Referral Name:(Required)

Case type interested in (Disqualify- Lead was Out of Practice Area)(Required)

Urgency & Timeline(Required)

Court Date:(Required)

What county is or will the case be filed in?(Required)

smith.ai Next Steps(Required)

⚠️ IMPORTANT - DO NOT leave the field "Smith.ai Notes" below blank

You MUST copy ALL case details in the below field:

✅ Reason for call

✅ Case type

✅ Urgency and timeline

✅ What client wants

Smith.ai Notes – Copy ALL case details here(Required)

smith.ai Disqualify Reason(Required)

NEXT STEPS – AGENT GUIDE (Internal Use Only)

Live Transfer – Qualified Colorado lead requiring immediate attorney call transfer.

Conflict Review Stage – Opposing party requires conflict review before scheduling.

Qualified & Schedule Now – Consultation booked during this call.

Qualified & Schedule Later – Qualified lead scheduling at a later time.

PNC Called Back, Took a Message – Message taken, no full qualification.

Disqualify – Outside practice area or not a Colorado matter.

Inbound (Smith.ai)

Smith.ai (Inbound)

Inbound Form

Conflict Check HERE:

Update Status here: