Outbound Call

Schedule a Free Consultation

Smith.ai (Outbound)

Did you reach the person?(Required)
Did you reach the right person?(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
Is there a Conflict?(Required)
Are there kids involved?(Required)
Have you lived in Colorado for more than 6 months?(Required)
Have you lived in Colorado for more than 3 months?(Required)
⚠️ IMPORTANT You MUST copy ALL case details here: – Reason for call – Case type – Key facts – What client wants DO NOT leave this empty.
OUTBOUND CAMPAIGN – AGENT GUIDE (Internal Use Only)

Select Campaign Type first.

Ebook & New Lead → Full qualification required.
Reschedule / No Show → Appointment handling only. No full intake.

Conflict Check HERE