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Lawtte pre-fills a real intake list for every practice area you take. You don’t start from a blank page — you edit a list that already looks like your firm’s. Find it in the builder at the intake step, or later in Dashboard → Agent → What she asks new clients.

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How she asks (this matters more than the list)

She doesn't interrogate

The caller talks first → she confirms what she heard → she asks only what’s still missing. If something’s urgent, she skips the rest of the list and connects them.
Four behaviors you get for free, on every call:
  1. The caller leads. She pulls what they already said out of their own words and never re-asks it.
  2. Urgency interrupts intake. Someone detained, a hearing tomorrow, a protective order, a safety concern — she gets just enough to route the call and hands it off.
  3. The callback number comes second, right after the name, with the reason said out loud: “in case we get cut off.”
  4. She stays inside the guardrails. No legal advice, no fee quotes, no promises about outcomes, nothing that implies an attorney–client relationship, 911 for emergencies, and she reads contact details back to confirm them.

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Reading one question

Each row shows four things:
Edit what she learns, not a script. She phrases the question herself, in the caller’s language, in the flow of the conversation. Telling her the goal produces a better call than handing her a sentence to read.

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The three ask modes

Click the Asked: line to cycle through them.

Always

She must learn it before the call ends. Use sparingly — six or seven “always” questions is a natural call; fifteen is an interrogation.

When it comes up

She asks if the conversation goes there naturally. Good for email, referral source, and best time to call back.

Only if…

Conditional. You write the condition — “only if there’s already a case filed”, “only if the story suggests they were working.” Editable on the row.

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What’s in every list

Four questions open and close every practice area’s list, because every firm needs them: Everything between position 3 and the closing four is specific to the practice area.

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What’s in a practice-area list

A few examples of what she comes pre-loaded with, so you can see the level of detail:
What’s going on (divorce, custody, support, paternity, modification, prenup) · whether they’ve been served or have a deadline · safety and protective orders · children and ages (only if custody, support, divorce, or paternity) · the other party’s name for your conflict check · anything already filed and which county · whether the other side has a lawyer · what they’re hoping for.Routing triggers: a hearing or response deadline inside 48 hours, a TRO, or a caller who doesn’t feel safe.
What happened · when and where · who was hurt · injuries and whether they’ve been seen by a doctor · who was at fault and whether there’s a police report · whether an insurer has already called or taken a statement · whether they were working at the time (workers’ comp fork) · whether another firm already reviewed it.She probes by type: car, rideshare, slip-and-fall, severe injury, government vehicle or property.
What’s wrong with the vehicle · year, make, model, mileage · bought or leased, new or used, which dealer, which state · whether repairs were under manufacturer warranty · how many repair attempts and days out of service.
Immigration, Criminal Defense, and your own custom areas each come with their own list built the same way.

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Editing the list

1

Turn questions off

Uncheck anything your firm doesn’t need. Locked rows (name, callback number) stay.
2

Reorder

Drag a row, or use the up/down arrows. Order is the order she’ll work through them, so put what your team needs most near the top.
3

Reword what she learns

Type over it in your own language. “Which county the case is in” is a better instruction than a full sentence.
4

Add your own

Add a question — up to 30 per practice area. Give it a label, say what she should learn, and pick an ask mode.
5

Remove what you added

Custom rows can be deleted outright. Built-in rows switch off instead, so you can put them back.

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Conflict checks

A checkbox on the same step:
Conflict checks — want her to get the other party’s name before your team calls back? She works it in naturally when there’s another party involved.
Turn it on and the question slots in right after the caller’s story, as a when it comes up question. Family Law and custom areas that already ask for the other party don’t get a duplicate.

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More than one practice area

She gets their name and number, works out what the call is about, then runs the right list. You don’t have to merge your lists or pick a primary area — keep each one tuned to that kind of case.

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What to do after you edit

Save, then call her and role-play the kind of caller you just changed the list for. The list reads well on screen and reads differently out loud; two minutes on the phone catches things no amount of editing will.