How a law firm can book consultations by phone without giving legal advice
Sado AI team · · 4 min read
In short
Book callers to a law firm for a consultation without giving advice on the phone. A short intake is enough: the area (family, property, business, employment), the situation in a sentence or two, any close deadline (hearing, filing date), the other party’s name (for a conflict check), a convenient time and format. Give the consultation fee, address and the documents to bring. Transfer urgent cases straight to the lawyer on duty. Only a lawyer who has seen the documents answers “Will I win?”.
What can and can’t be said on the phone
| Can be said | Not said |
|---|---|
| The fee and length of a consultation | The chances of winning or losing |
| Which lawyer handles which area | Advice on “what to do in this situation” |
| Address, hours, whether online consultations exist | Interpreting articles of the law |
| Which documents to bring | Opinions on another lawyer’s work |
A quick “tip” on the phone is given without the documents and can push someone into the wrong step. So the answer to such a question is always the same: “The lawyer will tell you after seeing your documents. Let me book you a consultation.”
Booking a consultation: seven steps
- Find the area: family, housing and property, business and contracts, employment, inheritance or other.
- Ask for the situation in one or two sentences. The lawyer hears the full story.
- Ask about deadlines: is there a hearing, a filing or reply date, and when.
- Note the other party’s name or company: the firm runs a conflict check.
- Agree the format: office or online, Uzbek or Russian.
- Pick a day and time and book the right lawyer.
- Repeat the fee, address and documents to bring.
Sado: Assalomu alaykum, Muvozanat law firm, this is Malika. How can I help?
Caller: Hello. I rented a flat and the landlord won’t return my deposit. Can I get it back?
Sado: I understand. A lawyer will answer that after seeing your contract. Let me book you with our housing lawyer. Is there any deadline or court date?
Caller: No, I haven’t filed anything yet.
Sado: All right. What’s the landlord’s name? We need it for a check.
Caller: Rustam Nazarov.
Sado: Thank you. Thursday at three, at the office — does that work? Please bring the lease and your payment receipts.
Urgent cases
Some calls can’t wait until tomorrow: for example, a relative has been detained, the hearing is tomorrow, or a reply deadline ends today. Write the list of such cases in advance. Such a call goes straight to the phone of the lawyer on duty. If they don’t answer, a task for an urgent callback is created and the caller is told when to expect it.
Confidentiality
- On the phone ask only what’s needed to book: the details and documents belong in the consultation.
- Say where documents may be sent in advance: for example the firm’s official email or Telegram, not a staff member’s personal phone.
- If the call is recorded, say so at the start.
- Limit who can see client data. Uzbekistan has a law on personal data.
- If a caller asks about someone else’s case, say nothing.
With an AI operator
Legal trouble often starts in the evening or at the weekend. Sado’s AI operator answers every call at once, day and night, in Uzbek and Russian, asks your questions and books the consultation. It speaks only from the firm’s information and gives no legal advice — that is written in as the firm’s rule. Urgent cases go to the lawyer on duty by your rule.
Each call’s recording, transcript and short summary are in the portal. Data is protected: keys are encrypted, recordings are kept for a limited time and can be deleted. More: AI for incoming calls and frequently asked questions. Try it live or call 78 778 01 23.
Questions
Can the AI operator give a short legal answer?
No, and it shouldn’t. It books the consultation; a lawyer answers legal questions after seeing the documents.
When should we say the consultation is paid?
Before booking: state the fee and length clearly. If you require prepayment, say that too.
What if the client speaks only Russian?
The operator speaks the caller’s language, Uzbek or Russian. It also asks which language the consultation should be in and books a lawyer who works in it.
What if the client doesn’t come?
Call the day before: “Can you come, or shall we move it?”. These reminders can also go through outbound calls, and staff give the freed slot to another client.