Legal services
Route initial legal enquiries to a person before detailed intake.
Legal services demo
Hear the conversation. Watch the customer record take shape.
Could I request an initial appointment about a supplier contract review?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Appointment topic
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Can I arrange a consultation about a supplier agreement before I share the documents?
- AI phone
- Website chat
- Messaging
Professional & community services
Route initial legal enquiries to a person before detailed intake.
A business asks about a supplier agreement and needs conflict screening before sending confidential documents.
Saleringo
I can take a brief matter category and callback details. The firm will complete its intake and conflict review before requesting confidential documents or discussing representation.
Create a minimal legal callback request and mark conflict review as required before detailed intake.
Never gives legal advice, establishes representation, determines deadlines, or clears conflicts automatically.
Legal callback request
- Prospective client contact
- Example prospective client
- Broad matter category
- Supplier agreement consultation
- Jurisdiction and reported timing
- Jurisdiction and timing to review
- Preferred legal consultation
- Private callback before document sharing
Sample details for this example. No customer record is created.
Assigned team
Legal intake coordinator
Awaiting staff reviewSend conflict checks, deadlines, engagement decisions, and substantive questions to authorized legal staff.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Legal intake coordinator
Send conflict checks, deadlines, engagement decisions, and substantive questions to authorized legal staff.
After approval
Share the approved consultation next step and private intake instructions after the firm reviews the request.
A prepared request is not a confirmed booking, price, or decision.
- Capture only the initial matter category
- Flag conflict review before document collection
- Prepare an authorized staff callback
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create a minimal legal callback request and mark conflict review as required before detailed intake.
Same journey - Follow-up preference confirmed
Share the approved consultation next step and private intake instructions after the firm reviews the request.
Latest update - Legal callback request prepared
Send conflict checks, deadlines, engagement decisions, and substantive questions to authorized legal staff.
Now
Next actions
- Create a minimal legal callback request and mark conflict review as required before detailed intake.
Saleringo · Prepared now
- Send conflict checks, deadlines, engagement decisions, and substantive questions to authorized legal staff.
Legal intake coordinator · Next review
- Share the approved consultation next step and private intake instructions after the firm reviews the request.
Saleringo · After approval
- Keep the result on the same customer history
Legal intake coordinator · At completion
Prepared in CRM
- Prospective client contact
- Example prospective clientSource: Phone
- Broad matter category
- Supplier agreement consultationSource: Phone
- Jurisdiction and reported timing
- Jurisdiction and timing to reviewSource: Web chat
- Preferred legal consultation
- Private callback before document sharingSource: Web chat
- Business detail
- Permission recordedSource: Messenger
- Contact preference
- Preferred channelSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned legal intake coordinator roles can open contact details.
Customer follow-up
We have your legal callback request. Legal intake coordinator has the details and will confirm the next step in this conversation.
Sends only after legal intake coordinator confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.