Bankruptcy / Debt Relief Intake
Inbound call for bankruptcy or debt relief legal consultation.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask if they are currently being garnished, sued, or facing foreclosure — this affects urgency.
urgent“Are you currently dealing with any wage garnishment, lawsuits from creditors, or a foreclosure notice?”
Field: Active wage garnishment or lawsuits
Ask what types of debt they are dealing with.
important“What types of debt are you dealing with — credit cards, medical bills, mortgage, taxes, or a mix?”
Field: Type of debt (credit card, medical, mortgage, tax, mixed)
Ask if they own a home, as this affects which chapter may apply.
important“Do you currently own your home, or are you renting?”
Field: Homeowner or renter
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never advise which chapter of bankruptcy to file — only an attorney can make that determination.
Do not guarantee that debts will be discharged.
Never tell a caller to stop paying creditors.
Do not discuss specific legal strategies.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- State next step
- Send confirmation
- Mention free consultation if applicable
Then creates a case with:
- Caller name
- Callback number
- Email address
- Type of debt (credit card, medical, mortgage, tax, mixed)
- Approximate total debt amount
- Current employment status
- Homeowner or renter
- Active wage garnishment or lawsuits
- Previous bankruptcy filing
- Preferred consultation time
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