Professional Services · Intake

Urgent Matter Triage

Identify time-sensitive matters and escalate immediately.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Asks about any known deadlines during initial intake, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  2. Flags anything time-sensitive for immediate attorney/partner attention, written as a priority flag to the PMS, rather than standard next-available scheduling.
  3. Books an expedited consultation and communicates the urgency clearly to the assigned professional.
  4. Never assesses legal deadline risk itself — it flags for professional judgment immediately.

Data sources

Practice management urgent-matter escalation rules

What it targets

  • Time-sensitive matters escalated within 1 hour Target 100%