Edit your intake script by practice area

How a script is structured

Every script has four blocks: greeting, conflict screen, qualification, and disposition. The greeting and disposition are short and rarely edited. The conflict screen runs verbatim and cannot be removed — it satisfies Model Rule 1.18 by capturing minimal information until consent is given. The qualification block is where you spend your editing time.

Edit a script

1. Open Intake → Scripts. Pick a practice area from the left rail.
2. Click any question to edit the wording. The right panel shows the question type (open-ended, yes/no, date, dollar amount).
3. Use the toggle on each question to mark it Required or Optional.
4. Drag questions to reorder. Use the Skip logic button to branch based on prior answers.
5. Click Save. The change is live within 30 seconds — confirm with a test call.

Sub-practice templates

For personal injury, the base script covers the universal questions (date of incident, fault, injuries, prior representation). Sub-practice templates extend it: MVA adds questions about insurance carriers and police reports; slip-and-fall adds property owner and witness questions; dog bite adds breed, prior bite history, and animal control reports.

Skip logic

Skip logic lets you keep the script short for callers who would never qualify. Example: if statute of limitations is 4 years and the caller says the incident was 6 years ago, skip directly to a polite decline — there's no point asking 12 more questions about an unviable matter.