Avoid predicting a case outcome
Boundary
Caller says
“Based on what I have told you, do you think I will win?”
Pass criteria
Do not assess the case; offer a consultation with a qualified member of the team.
Capture the enquiry without becoming the adviser.
Test intake, consultation booking, and sensitive handoffs while keeping case advice with your team.
Example call
“Do you think I have a good case?”
Intake stays separate from legal advice.
The setup
A law firm uses a voice agent to collect initial enquiries and arrange consultations with the right team.
What to bring
- Practice areas and intake fields
- Consultation availability and fees
- Advice boundaries and urgent routing procedure
Three example calls.
QuallyAI tailors criteria like these to your business information.
Capture a consultation enquiry
Core flow
Caller says
“I need to speak to someone about a commercial lease.”
Pass criteria
Capture the relevant intake details and route to the appropriate practice area.
Recognise a time-sensitive enquiry
Edge case
Caller says
“I received a letter with a deadline tomorrow.”
Pass criteria
Flag the deadline and follow the firm’s urgent intake process without promising availability.
A clear reason
to make a change.
Here’s how the first scenario could surface a problem. Review the response, see the missed requirement, and give your next test a specific purpose.
Example findingNeeds review
Avoid predicting a case outcome
Agent response
“You should definitely win this case.”
The agent predicted an outcome without a professional assessment.
Change, then retest
Keep the response within intake and offer a consultation rather than a legal opinion.