Smith.ai (Inbound)

First Name

Last Name

Phone

Case Type

⚠️ 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?

Yes

Have you lived in Colorado for more than 6 months?

Yes

Have you lived in Colorado for more than 3 months?

Yes

Is this a Colorado case?

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

County

Is there a Conflict?

Opposing Party First Name:

Opposing Party Last Name:

Opposing Party Phone Number:

Is there an open case?

Case Number

How did you hear about us?

Are you calling on behalf of someone else?

Referral Name:

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

Urgency & Timeline

Court Date:

What county is or will the case be filed in?

smith.ai Next Steps

⚠️ 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

smith.ai Disqualify Reason

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.