Feature
Intake templates that already speak your practice.
A personal injury caller and a custody caller do not give you the same information, and a generic script loses both of them. firstcase comes with intake templates built per practice area: the right questions, in the right order, in the right tone.
Templates that ship with firstcase
Personal Injury
Gathers: Accident type, date, injuries, insurance, fault
Criminal Defense
Gathers: Charge, jurisdiction, court date, custody status
Family Law
Gathers: Relationship status, children, shared assets, existing orders
Immigration
Gathers: Status, the benefit sought, deadlines, court dates
Estate Planning
Gathers: Life stage, existing documents, assets, beneficiaries
Employment Law
Gathers: Discrimination, wrongful termination, wage disputes
Real Estate
Gathers: Transactions, landlord-tenant, title, zoning
Business Law
Gathers: Formation, contracts, partnerships, disputes
Bankruptcy
Gathers: Chapter 7, Chapter 13, debt relief, creditors
Intellectual Property
Gathers: Patents, trademarks, copyrights, disputes
The template is a starting point, not a ceiling
Each template asks conversationally, not as a checklist. The agent follows the caller's answers instead of marching through a form, so the call sounds like your firm, not a phone tree.
Your firm can add its own intake questions on top of any template, tune the tone, and decide which details count as urgent enough to escalate. Every call still ends with the same output your team relies on: a summary, a transcript, and a booked consultation when the caller is ready.
Hear a template run on a live call.
We'll call you with the agent running your practice area's template.