Capture the caller, matter category and safe callback details while keeping legal advice, conflict checks and client acceptance with your firm.
A good first response is clear about its role. EdgeAudit can take a new enquiry, identify an existing matter or log a third-party call. It does not assess merits, promise representation, interpret documents or say that a solicitor-client relationship exists.
Some firms want only name, number and broad matter type. Others need an existing reference or preferred solicitor. The flow is agreed with you, tested, and can direct callers to emergency services or another published route when your policy requires it.
Keep intake useful without turning reception into substantive advice.
New enquiry, existing matter, court, estate agent, expert or general message.
Take approved contact and category fields, avoiding unnecessary case detail.
Send the summary for conflict checking and a solicitor-led response.
No. It captures only the callback information and matter category you approve. Advice, assessment and engagement decisions remain with a qualified person at the firm.
Yes. The opening questions can separate new clients, existing matters, court or third-party calls and general messages, then route the summary appropriately.
The call flow can ask for the minimum information needed for a callback and explicitly avoid detailed facts. Your agreed data-handling requirements are documented during setup.
Plans start at £249 a month with no per-minute fees. Starter and Pro include monthly call allowances; their published per-call overage rates apply only above those allowances.
Show us your current reception boundaries and we will map a controlled demo flow.