Be present. Stay reachable.

Video transcript

A client discusses updating a will in the office. A separate caller, Jordan, asks Marcus to arrange a consultation. Marcus confirms the callback number and email, collects a brief matter overview and related-party name, and reserves a time pending the firm's conflict review. Harper & Stone Law, the people, and the appointment are fictional; no live legal intake or booking is performed.

Client in the office: I’d like to update my will.

Marcus: Thank you for calling Harper and Stone Law, this is Marcus, the firm's AI receptionist. How may I help you today?

Jordan: Hi. I recently got married, and I'd like to update my will.

Marcus: I can help arrange a consultation. May I have your full name?

Jordan: Jordan Taylor.

Marcus: Thank you, Jordan. I have your number ending in zero one four two. Is that the best number to reach you?

Jordan: Yes, that's my cell.

Marcus: What city or county are you in?

Jordan: Middlesex County, New Jersey.

Marcus: Before we go into details, the firm reviews new matters for conflicts. Who else is involved?

Jordan: My spouse, Morgan Taylor.

Marcus: Thank you. Just a brief overview for now: you're updating an existing will after getting married. Is there a deadline or an upcoming appointment the attorney should know about?

Jordan: No deadline. I'd just like to get it sorted out.

Marcus: Understood. The attorney can discuss the changes and fees with you. I can reserve a consultation on Friday at two or four. Which works better?

Jordan: Two, please.

Marcus: Would you like to provide an email for the appointment details?

Jordan: Yes, jordan at example dot com.

Marcus: That's jordan at example dot com. Is it okay to send an intake receipt by text and email?

Jordan: Yes, both are fine.

Marcus: I've reserved Friday at two, pending the firm's conflict check. Your receipt will show that status, and the office will confirm once the review is complete.

Jordan: Perfect. Thank you.

Marcus: Is there anything else I can help you with?

Jordan: No, that's everything.

Marcus: Thank you for calling, Jordan. Have a good day. Goodbye.

Jordan: You as well. Goodbye.

Narrator: Give the client in front of you your full attention. Marcus can answer the next call, confirm contact details, and capture the basics without trying to be the attorney. With your intake and calendar connections configured, he can reserve consultation slots you make available, or send a request for your approval. Your firm's conflict check and acceptance process remain in place. You receive a clear intake summary. The caller receives the confirmation you authorize. Even after hours, the next step is clear. Try Marcus with a call for your firm.