mesaridge-crm.test/leads/new
Mesa Ridge Injury LawCRM
Leads › New lead
No active lead

Caller

Accident

Vehicle

Injuries and treatment

Insurance and representation

Notes for the attorney

Phone Offline
AAna SantosIntake queue · Line 1

Your intake calls

Put on a headset. You have three calls, one at a time.

  1. 1
    Guided practice

    A coach walks you through the call: what to ask, where to type it, and how to close.

  2. Solo call: book the attorney

    No coaching. Qualify the caller, book a consultation on the attorney's calendar, and tell the caller the firm will call them back.

  3. Warm transfer to the attorney

    Qualify the caller, place them on hold, brief Attorney Daniel Reyes, then introduce the caller and complete the transfer.

Practice calls are with a Gemini caller. They are recorded and transcribed for training and quality review, and processed by Google's Gemini API. Use only the details from the call.

Call guide

Start a call to see your guide here.

Live captions

Best on a computer

The intake desk works like a law firm's desktop phone system. Open it on a laptop or desktop with a headset.