Step 2 -- Choose Call Type
Step 2 -- Search Client
SAY:"May I have your name so I can pull up your file?"
Type 2+ characters
Client
Case Email
Legal Support -- 1st
Attorney -- 2nd
New Potential Client
SAY:"You have absolutely called the right place -- I am so glad you reached out. Let me get a few quick details so I can connect you with the right person right away."
SAY:"Can you verify the spelling of the injured party's name?"
SAY:"And what is the best callback number for you in case we get disconnected?"
SAY:"Perfect -- please hold while I connect you."
Transfer Numbers
1st -- Intake: +1 (678) 403-7177
↓ if no answer
2nd -- Drew Thomas: +1 (615) 910-7950
Drew is ONLY the backup for new potential clients.
JustCall: + Transfer → My Teams → +1 then number → "Talk to first" → brief staff → Pause → intro → hang up
Outcome *
Non-Client Matter
SAY:"Of course -- let me take down your information."
Emails afterhours + admin (Lauren). Do NOT warm transfer -- voicemail or message only.
SAY:"Can you verify the spelling of your name please?"
SAY:"And what is the best callback number for you in case we get disconnected?"
SAY:"And what is the nature of your call?"
SAY:"Staff is away from their desk. I will put you through to voicemail so they can return your call."
ServisFirst Bank
LIVE TRANSFER to Lauren Moyer. Full warm transfer protocol.
Transfer Number
Lauren Moyer: +1 (404) 250-3236 then enter ext 1258
SAY:"Can you verify the spelling of your name please?"