Smith.ai (Outbound)

⚠️ CRIMINAL CASE INSTRUCTIONS

If Case Type = Criminal:

  • ✔ Use "Book and Escalate" for all valid criminal cases
  • ✔ Use "Disqualify" only if it matches the disqualified list
  • ❌ Do NOT select Schedule Consult or Follow-Up
  • ⚠️ Wrong selection will cause system errors

⚠️ 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